Accounting and Tax are just the beginning for Campanella Group.
The Campanella Group is a new concept in tax, estate and ﬁnancial planning for entrepreneurs and high-income families, combining the best of a full-service accounting ﬁrm and a full-service ﬁnancial planning ﬁrm under one roof.
Founded by Fabio Campanella CPA, CA, CFP, CIM and Lisamarie Franzone CPA, the ﬁrm’s partners have been in the tax and ﬁnancial planning sectors since 2002 and have helped thousands of clients plan their tax, estate, and ﬁnancial matters across multiple sectors.
Fabio Campanella CPA, CA, CFP, CIM
Founder, Partner and Head of Tax, Estate, and Financial Planning
Ever wish you had a “financial quarterback”? That’s exactly Fabio’s mission.
Fabio’s career began in 2002 and since then he has helped thousands of clients achieve their financial goals. Fabio has worked at Price Waterhouse Coopers, Grant Thornton, BMO Nesbitt Burns, the international hedge fund industry, and is a former personal finance columnist for The Financial Post, The Globe and Mail, The Toronto Star and several other leading publications across Canada. He brings a wealth of knowledge and experience from two decades of exposure to various aspects of the tax, estate, and financial planning sectors to the table.
Fabio is always 100% focused on ensuring his clients are in the best financial position possible and treats their situation as though it were his own.
Fabio heads the tax and estate planning service offerings at The Campanella Group and offers investment advisory and financial planning services as an independent advisor with Queensbury Securities Inc.
In addition to being a Chartered Professional Accountant (CPA, CA) he is also a Certified Financial Planner (CFP®), a Chartered Investment Manager (CIM), a graduate of CPA Canada’s In-depth tax course, a licensed investment advisor, and a licensed life insurance advisor in Ontario.
Lisamarie Campanella CPA
Founder, Partner and Head of Accounting Operations
Is your small business missing a highly organized, competent, external controller? Lisamarie can fill that gap.
Lisamarie is a graduate of Western University and a Chartered Professional Accountant (CPA) specializing in accounting and taxation services for small to mid-sized, owner-managed companies. Lisamarie began her career in 2017 and quickly swam up the ranks by offering clients exceptional service and a personal touch.
Lisa heads the accounting and tax compliance functions at The Campanella Group and manages a team of staff and associates dedicated to top-quality accounting and tax compliance for owner-managed companies and their operators.