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Seamless integration of Tax, Financial, And Estate Planning for high-income canadians.

What’s the biggest obstacle to financial success for high-income Canadian entrepreneurs? Taxes. Without strategic management, taxes can deplete over half of an entrepreneur’s hard-earned income. This challenge is amplified by the tax impact on investment returns, hindering their ability to save effectively for the future. And finally, a substantial tax bill at death can undermine their legacy, hindering the creation of generational wealth for their descendants.

So, what’s the answer?

At The Campanella Group, we understand these challenges deeply. Our solution is a harmonious blend of advanced tax strategies, astute financial planning, and insightful estate planning. Since 2002, our partners and staff have honed their expertise in these domains, mastering the art of weaving these sometimes divergent skills into a cohesive, integrated service offering.

We don’t just focus on tax efficiency; we also prioritize effective investment advisory services while incorporating sophisticated estate planning techniques. This comprehensive approach ensures our clients can build, nurture, and transfer their wealth efficiently and confidently.

Our edge lies in not just knowing these strategies but living them. We apply the same principles to our finances, ensuring our advice is both practical and proven. With The Campanella Group, you can be confident that your financial legacy is in skilled hands.

Accounting And Tax Services

At The Campanella Group, our accounting and tax services are designed to deliver strategic tax planning, effective tax minimization, and meticulous compliance. With over two decades of expertise, our partners and staff are adept at addressing the unique tax and accounting needs of Canadian small business owners across a myriad of industries.

We offer our services exclusively to a select group of clients who operate small corporations. This focused approach allows us to dedicate our full attention and resources to each client’s specific needs.

Additionally, we provide personal tax services solely to our small business and investment clients, as well as their immediate family members. This exclusivity ensures that our expertise remains centered on our core clientele, without dilution of quality or attention.

For small businesses, our accounting and tax services start from $2,950 plus HST per year. This pricing is based on year-end filings prepared using our clients’ bookkeeping records.

Investment Advisory Services

Navigating your investment journey requires a blend of expertise and personalized attention. Our investment advisory services, led by Fabio Campanella CPA, CA, CFP, CIM, center around you, the client. Fabio, a respected authority in financial planning, recognized in top Canadian financial publications like The Globe and Mail and The Financial Post, brings his depth of knowledge directly to your financial strategy.

Our services are ideally suited for families with $500,000 or more in investable assets. We understand that each client’s financial situation is unique. Therefore, our approach is to craft bespoke investment plans that not only align with your personal financial goals but are also designed to optimize tax efficiency, thereby enhancing your overall returns. With Fabio’s IIROC licensed investment advisory expertise, your portfolio is not just managed; it’s cultivated with a focus on long-term growth and stability.

Experience the difference that tailored, expert-led investment advice can make to your financial future. Let us guide you with strategies that are as unique as your own financial story.

Fees start at 1% annually plus HST, billed monthly, for assets under administration. For portfolios over $500,000, rates decrease, offering greater value as your investments grow.

Estate Planning Services

Navigating the complexities of estate planning can be emotionally challenging and is frequently neglected. At The Campanella Group, we provide thorough and empathetic estate planning services under the experienced guidance of Fabio Campanella, CPA, CA, CFP, CIM.

Our approach begins with an in-depth intake session, where we explore your specific needs and objectives. This is followed by the development of a comprehensive estate plan, in collaboration with our network of experts, including tax planners, life insurance advisors, and legal professionals.

Our primary objective is to ensure your estate is transferred efficiently, safely, and with minimal tax implications. We strive to create a seamless transition that honors your wishes and provides peace of mind for you and your loved ones. With our multi-disciplinary approach, we tailor our services to your unique circumstances, ensuring a personalized and effective estate planning experience.

Ready to Elevate Your Financial Journey?

At The Campanella Group, we’re committed to guiding high-income earners and small business owners towards a brighter financial future. If you’re ready to explore how our integrated tax, investment, and estate planning services can enhance your financial strategy, we’re here to help.

Take the first step towards a more secure and prosperous future. Contact us today to schedule your personalized consultation. Let’s work together to turn your financial goals into reality. 

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