At The Campanella Group, we specialize in providing comprehensive tax and financial planning services tailored to the unique needs of high-income families and entrepreneurs. Our mission is to simplify the often complex and intertwined world of wealth management, offering streamlined and integrated solutions for those who seek clarity and efficiency in their financial affairs.
Fabio Campanella, with an industry presence since 2002, leads our tax and financial planning services. His extensive career features roles in prominent firms such as Price Waterhouse Coopers, Grant Thornton, and BMO Nesbitt Burns. As a holder of multiple designations including Chartered Professional Accountant, Certified Financial Planner, and Chartered Investment Manager, Fabio brings an unparalleled depth of knowledge to his role.
He has been featured in major financial publications and as a guest speaker, sharing his insights and expertise with a wide audience. His clientele includes a diverse array of high net worth individuals, from entrepreneurs to professional athletes and corporate executives.
Lisamarie Campanella, a Western University graduate and a Chartered Professional Accountant, heads our tax and accounting services. She brings her expertise in audit, review, and compilation of financial statements, honed through extensive experience working with hundreds of small businesses.
Growing up in an entrepreneurial family, Lisamarie possesses a unique understanding of the challenges and opportunities faced by business owners.
At The Campanella Group, our approach is client-focused. We believe in building lasting relationships and crafting personalized solutions that address each client’s individual financial goals and challenges. Whether it’s navigating tax strategies, developing investment plans, or planning for future generations, our team is committed to your financial well-being and success. We understand the importance of an integrated approach to financial planning, and we strive to be the financial quarterback that our clients trust and rely on.