Not Sure If Your Estate Is Set Up Properly?
Get Clear, Independent Guidance on Wealth Transfer and Legacy Planning
Our Financial Planners Help Toronto’s High Net Worth Earners to Get Total Clarity On Their Estates
Book Your No-Cost 30 Minute Consultation With a Certified Financial Planner in the GTA
Fill out the form below to schedule a confidential conversation.Strategic flat-fee financial plans start at $3,950 + HST.No commissions. No surprises.
Business Information Disclosure
The Campanella Group Professional Corporation is a fee-only financial planning and tax advisory firm registered as a public accounting practice with CPA Ontario.
1670 North Service Rd E #101, Oakville, ON L6H 7G3
We’re not tied to banks. We don’t sell products. We offer clear, independent advice — with no commissions, no pressure, and no fine print. For over 20 years, we’ve helped high-income Canadians make sense of their financial lives. From taxes to retirement, investments to estates, we provide experienced, personalized planning that puts your priorities first.
We Take Pride In Our Reviews!
How Much Is Unclear Estate Planning Really Costing You?
Strategic Estate Planning for Toronto’s High Earners
Comprehensive Financial Planning
Build a cohesive financial plan tailored to your life, income, and future goals — with a focus on clarity, structure, and confidence across all areas of your wealth.
Tax Strategy & Planning
We help uncover overlooked opportunities for efficiency across personal, corporate, real estate and investment income — all within a compliant, integrated framework.
Estate & Legacy Planning
From wills to wealth transfer, we provide coordinated strategies to help you prepare your estate with clarity — so your plans align with your values and family priorities.
Portfolio Contextualisation
Your investments don’t exist in a vacuum. We show you how they interact with your taxes, retirement timeline, and estate plan — so everything works in sync. Yes use this one.
Retirement Readiness
Whether retirement is close or years away, we help you model out what’s possible, what’s missing, and create a plan to support the life you envision.
Flat-Fee, Advisor-Led Guidance
No commissions. No product pitches. Just professional, credentialed planners who listen closely, work with you personally, and build plans with your goals in mind.
Watch the video to meet Fabio, Campanella Group partner, and to hear why an in-depth financial plan will set you on the right path to financial peace of mind.
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Financial Clarity Doesn’t Have to Be Complicated
For high earners, the real challenge isn’t making money — it’s making sense of it all.
Scattered accounts. Conflicting advice. Tax surprises. Estate loose ends.
If your financial life feels disorganized or directionless, you’re not alone – most of our clients came to us with the same frustration.
That’s exactly why we’ve refined a process built for busy professionals like you:
- Clear structure.
- Transparent pricing.
- And no pressure — ever.
You’ll know exactly what we do, what it costs, and how it fits your life.
Proven Process. Trusted by 1,000+ Canadian Families.
Led by Fabio Campanella, CPA, CA, CFP, CIM, and featured in The Globe and Mail, Toronto Star, and Financial Post, our team has helped high-income Canadians bring clarity to their finances.
Whether it’s tax strategy, retirement planning, or coordinating your estate, we focus on what matters most: helping you understand what’s working, what’s not, and what to do next to set yourself up in the best possible way for your future and that of your children’s.
Ready to Stop Guessing About Your Estate Plan?
We’re currently booking no-obligation consultations for our next intake of new clients.
If you’re in your 40s to 60s, based in the GTA, and ready for straight answers — now’s the time to act.
Fill out the form above to request your FREE 30-minute planning consultation.
There’s no cost, no pitch, and nothing to lose — but a whole lot of financial clarity to gain.
Confused About Retirement, Taxes, or Your Estate?
You’re in the Right Place.
Tired of vague advice, sales-driven plans, or that nagging feeling something’s missing? If you’ve outgrown generic financial guidance, you’re not alone. Whether you’re overwhelmed by taxes, unclear about retirement, or unsure what your advisor is actually doing — we’re here to help.
Struggling to get a clear view of your full financial picture?
Unsure if your retirement plans are realistic — or just hopeful?
Confused by tax layers across income, property, and corporations?
Trying to coordinate investments, estate planning, and cash flow?
Concerned your advisor’s more focused on commissions than strategy?
Looking for unbiased advice — not another product pitch?
Wondering how to protect your estate and pass on wealth efficiently?
We’ve helped solve all these problems — and more.
How Do I Start Working With a Financial Planner on My Estate Plan?
We make it easy to get professional, fee-only financial planning — without the pressure, sales tactics, or endless back-and-forth. You’ll know exactly what to expect, what it costs, and how it fits your financial life. Here’s how it works.
Book Your Free Consultation
Fill out the form and we’ll follow up to schedule your 30-minute call with one of our senior planners. No pressure. No products. Just a real conversation.
We'll Discuss Your Situation
We’ll discuss your current financial picture in-depth, what you’re looking to understand or improve, and answer any questions you have about our approach.
Review Your Options and Move Forward
If there’s a fit, we’ll walk you through our flat-fee planning process — including scope, deliverables, and cost — so you can decide your next move with full clarity.
Struggling to get a clear view of your full financial picture?
Unsure if your retirement plans are realistic — or just hopeful?
Confused by tax layers across income, property, and corporations?
Trying to coordinate investments, estate planning, and cash flow?
Concerned your advisor’s more focused on commissions than strategy?
Looking for unbiased advice — not another product pitch?
Wondering how to protect your estate and pass on wealth efficiently?
We’ve helped solve all these problems — and more.
Independent Estate Planning Built Around You
No two financial lives are the same — and we plan accordingly. With over 20 years of experience helping high-income Canadians navigate complexity, we focus on delivering clarity, not products. Everything we do is customized to your goals, your assets, and your priorities.
Personalized, Fee-Only Financial Planning
From retirement and tax strategy to estate coordination and portfolio contextualisation, we tailor every plan to your unique situation — no commissions, no product sales.
Flexible Advice That Fits Your Life
Whether you're planning the next 5 years or the next 30, we adapt our approach to match your stage, structure, and schedule — without wasted time or fluff.
Comprehensive Strategy Across Your Entire Wealth Profile
We look at everything — your income, real estate, corporations, investments, wills — and show you how to bring them all together into one cohesive plan.
Trusted by Clients Across the Greater Toronto Area
Led by CFP and CPA professionals, our team has worked with over 1,000 families, professionals, and business owners who want more than vague advice.
Clear Communication. No Surprises.
You’ll always know what we’re doing, why we’re doing it, and how it benefits you. Transparent pricing. No jargon. No sales tactics.
Flat Fees. Upfront Clarity.
Our pricing is simple, transparent, and based on the complexity of your situation — so you know exactly what you’re paying for and what you’ll receive. No asset-based fees. No commissions.
OUR GOAL
To Help You Understand Where YouStand Financially - and What to Do Next
We offer clear, experienced guidance — no products, no gimmicks, just strategies that fit your life.
Bring Clarity to Every Aspect of YourFinancial Life with Campanella Group
Any Financial Planning Need
Whether you’re coordinating investments, planning for retirement, optimizing taxes, or organizing your estate — we help you cut through the noise and focus on what matters. Big picture or fine detail, we’re ready to help you take the next step.
Any Level of Complexity
Real estate, corporations, multiple income sources, cross-border issues — we’ve seen it all. Not sure exactly what you need? We’ll meet you where you are and help you make sense of it all, with calm, experienced, unbiased guidance.
Campanella Group | Estate Planning FAQs
Q: How quickly can I speak with someone?
A: Once you fill out the form, we typically follow up within one business day to schedule your free 30-minute consultation at a time that is most convenient to you.
Q: Is the consultation really free?
A: Yes. There’s no charge and no obligation. It’s a chance for you to ask questions, explain your goals, and see if we’re the right fit.
Q: What services do you offer?
A: We provide fee-only financial planning focused on retirement readiness, tax strategy, estate planning (including review of existing documents), portfolio contextualisation, and intergenerational wealth — all tailored to your life and goals.— all tailored to your life and goals.
Gain Clarity and ConfidenceWith Expert Estate Planning
Campanella Group is a trusted financial planning firm serving professionals, families, and business owners across the Greater Toronto Area. With over 20 years of experience, we help high net worth clients bring clarity and structure to complex financial situations.
Whether you’re planning for retirement, managing corporate income, or reviewing your estate documents, we offer independent, flat-fee advice aligned to your needs — no commissions, no product sales, no surprises.
Ready to get started? Book your free 30-minute consultation today and take the first step toward a clearer financial future.
Disclosure
The Campanella Group Professional Corporation is a fee-only financial planning and tax advisory firm registered as a public accounting practice with CPA Ontario. We are based in Oakville, Ontario and provide services throughout the province.
Fabio Campanella, the principal of the firm, is a Certified Financial Planner® (CFP®) registered with FP Canada and a Chartered Professional Accountant (CPA) in good standing with CPA Ontario.
We provide independent, fee-for-service personal financial planning and tax consulting. We do not sell investment products, insurance, or legal services, and we do not earn commissions or referral fees. All engagements are billed on a transparent flat-fee or hourly basis, depending on the complexity and scope of your needs.
Financial plans start at $3,950 CAD plus HST.
Our advice is intended for planning and educational purposes only and should not be interpreted as investment advice or a guarantee of future financial outcomes. Results vary based on individual circumstances. Please consult with a licensed investment advisor, insurance broker, or legal professional before making financial decisions outside our scope.
This website does not offer loans, credit products, or investment sales. For information about our firm’s credentials or regulatory status, please contact us directly.
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