JUNE OLIVER, CGA, CFP, FDS, CDFA, EPC

June is the owner and principal of The Tax Management Centre. She is a Certified General Accountant, Certified Financial Planner, Financial Divorce Specialist, Certified Divorce Financial Analyst, and Elder Planning Counselor. She has a certificate in Family Mediation from McMaster University and has received Collaborative Training. She is also Branch Manager for CanFin Financial Group. 

With June’s unique background she is able to focus on all aspects of the financial planning process and help people reach their financial goals. She is experienced in helping her clients attain financial independence through a focused retirement planning process. In addition to having CGA and CFP designations, June is also a Certified Divorce Specialist and Certified Divorce Financial Analyst and the combination has made her a much sought-after Financial Divorce Specialist in Ontario. 

June is passionate about working with people and helping her clients reach their goals. She sets and meets her own personal goals. She is presently working on a project called “las computadoras para niños” (Computers for Kids) with the hope of sending old and excess computers from Canada to rural school children in Mexico.

In addition, June has completed two international marathons, and has climbed 19,340 feet to the top of Mount Kilimanjaro, in Africa.   She has also hiked across England and is presently learning Spanish.

You can read about all of June's adventures as she travels around the world.

Contact June: joliver@taxmanagementcentre.com

 

APARNA PRABHUNE, CGA, B.Comm, LLB

Aparna joined The Tax Management Centre in 2002. She is responsible for preparing personal, business, and estate trust returns. She is licensed to provide mutual funds and life insurance products. 

Aparna’s strong client base is a result of her logical step-by-step approach to tax planning.   She has the dedication and knowledge to help each client with their personal tax situation and explain the tax implications of investment decisions. 

In addition to a CGA, Aparna has a Bachelors Degree in General Law, and a Bachelors Degree in Commerce.

Outside of The Tax Management Centre, Aparna is Treasurer of the Peel Condominium Corporation, and  former Treasurer of the Sheridan Park Public School Parent-School Council. She also provides career counseling and guidance to school graduates.  

 

SHIRLEY SPENCER 

Shirley is the first point of contact at the Oakville office of The Tax Management Centre. Shirley is versed in the daily operations of The Tax Management Centre and her knowledge and expertise allows enquiries to be answered promptly. Her excellent customer service skills and her analytical abilities provide tax and investment clients with a high level of customer satisfaction. 

Shirley is a former supervisor with Bell Canada. Shirley worked with and trained employees in various departments including Human Resources, Distribution, and the National Call Centre. 

HELA ZAMORA 

Hela Zamora joined The Tax Management Centre in 2008 as part of the tax planning and preparation team. She previously worked as a Tax Auditor with Arthur Anderson and Senior Accountant with Cargill Services in Mexico City. She is experienced in both Canadian and international accounting-related services.

Hela is a graduate from the Universidad Panamericana, Mexico City with a degree in accountancy, and a diploma in personal and corporate taxes. In addition, she has a diploma in Finance from E & F Consultores, Mexico, and has taken courses in customer service and management leadership. 

Hela is an active volunteer with YMCA Newcomers. She enjoys playing soccer and is an avid traveler.

PAUL D'ANNA, CFP, CGA

Paul has over 40 years of combined industry and private practice experience working with small to medium-sized businesses. He is a Certified General Accountant, Certified Financial Planner licensed to provide mutual funds and life insurance products. To accommodate the needs of his client base, Paul has become a retirement planning specialist with an expertise in setting up Independent Pension Plans (IPPs) for business owners and incorporated business professionals. He is known for taking the time to patiently answer questions and ensure his clients are able to make informed decisions about their options to increase their retirement savings. 

He has a very active personal and corporate tax business with a client base that includes the manufacturing and retail sectors. 

Paul joined The Tax Management Centre in 2002, as an off-site representative. 

Paul serves on the Management Committee, Marketing Section of the TurnerMoore Group, Certified General Accountants.   He has served on the Board of Directors of the CGA Toronto Chapter, and served including lobbying for legislative changes. He is a former Cub Scout leader, and member of the St. Demitrius Parents’ School Council.