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June Oliver, CGA, CFP, FDS, CDFA, EPC

Waiting for J.Oliver photo

2530 Sixth Line
Unit 14
Oakville, Ontario L6H 6W5

905-257-6528
joliver@taxmanagementcentre.com
www.taxmanagementcentre.com

Biography

ACCREDITATIONS AND LICENCES

Certified General Accountant 1978
Mutual Funds License 1993
Life, Accident and Sickness License 1993
Canadian Securities Course (Hons.) 1994
Chartered Financial Planner 1996
Certified Financial Planner 1996
IFIC Branch Manager License 2000
Financial Divorce Specialist 2002
Certified Financial Divorce Analyst 2002
Elder Planning Counselor 2003
Certificate in Family Mediation (McMaster) 2008


COLLABORATIVE TRAINING + CONTINUING EDUCATION

Basic & Intermediate Collaborative Law Training – Marion Korn - 2004
Basic Interdisciplinary Training – Nancy Cameron & Susan Gamache – 2004
Level II Collaborative Training – Marion Korn & Richard Shields – 2004
Level II Interdisciplinary Collaborative Training – Victoria Smith & Susan Gamache 2005
Train the Trainers Workshop – 3 days - 2009


COLLABORATIVE PRESENTATIONS

Collaborative Practice Symposium – co-presenter – Sept 28 + 29, 2007
Collaborative Practice Institute of Michigan - co-presenter May 8 + 9, 2008
Collaborative Practice Interdisciplinary Training Part Two –
co-presenter Feb 8 + 9 +17, 2010


PROFESSIONAL MEMBERSHIPS

Certified General Accountants Association of Ontario
Academy of Financial Divorce Specialists
Institute for Divorce Financial Analysts
International Academy of Collaborative Professionals
Collaborative Practice Toronto
Hamilton/Halton Collaborative Family Law Group
Peel/Halton Collaborative Practice Group – current chair
Financial Planners Standards Council
Canadian Institute of Financial Planners
Estate Planners Council of Oakville (past president)
Canadian Initiative for Elder Planning
Ontario Association for Family Mediation (OAFM)
Advocis –The Financial Advisors’ Association of Canada
Board of Directors – Oakville Senior Citizens’ Residence
Company of Women – Oakville
Rotary Club of Oakville Trafalgar


PERSONAL ACCOMPLISHMENTS

Completed Toronto Marathon 1997
Completed Niagara International Marathon 1998
Climbed to the summit of Kilimanjaro 2002
Hiked Hadrian’s Wall coast to coast 2004
2009 – spearheading shipments of used computers to schools in Guatemala and
Mexico (with the help of Rotary members and corporate sponsors)


PERSONAL GOALS

To become bilingual in Spanish