The Campanella Group - Tax - Estates - Investments
41 Reviews
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
About the Business
Campanella Group - Home |
Contacts
Website
Call Us
+16476995718
132 Trafalgar Rd, Oakville, ON L6J 3G5
Hours
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
Recommended Reviews
Sal Jannetta
21.10.2023
The Campanella Group - Tax - Estates - Investments
Fabio has been giving me tax and investment advice since 2002 and I would never go anywhere else! I put 100% faith in Fab and his team and they have never let me down. I always refer him to my friends and family and will continue to do so. 100% 5-stars!
Andrew Muia
20.10.2023
The Campanella Group - Tax - Estates - Investments
My family has been using Fabio for investment and tax advice for over a decade and I can't express how happy we are to have him on our team. His knowledge of the markets are second to none and he has a great ability to keep you informed and in-check. In addition to market knowledge he has a deep knowledge of tax and real estate investments to round out his advice. We always feel that we are getting the best possible service when dealing with him. Great work and highly recommended.
Shad A
25.09.2023
The Campanella Group - Tax - Estates - Investments
Fabio has been providing me with tax, estate, and investment advice for a decade now and I can't recommend him highly enough. His ability to combine taxation with investment advice is second to none. As a self-employed realtor I have always had a complex situation, and now that I am incorporated, his tax efficient investment and estate planning solutions have put my mind at ease. His service is impeccable, he is always a phone call away. I feel that he looks after my family's finances with the same care he does for his own. I never hesitate to recommend him to friends, family, and colleagues.
Yuri Pershin
24.09.2023
The Campanella Group - Tax - Estates - Investments
Fabio has been advising me on investment and financial planning matters since 2010 and his advice has been crucial to my financial success. He always takes the time to ensure I fully understand the risk/reward trade off for any investment I make in any area of investment. He always integrates the tax and other financial consequences of my investment decisions and seamlessly integrates them into the investment plan. I would recommend his services to anyone looking for a life long investment and financial coach.
David Terk
27.08.2023
The Campanella Group - Tax - Estates - Investments
When I was dealing with my parent's estates, the tax situation quickly became overly complex. I turned to Fabio and his team and they took the stress off my shoulders. I really recommend Fabio and The Campanella Group for any tax and estate planning matters. They are efficient and knowledgeable with top notch service.
Ed Ohn
18.08.2023
The Campanella Group - Tax - Estates - Investments
Fabio has been handling my investments and taxes since 2009. He is managing my RRSP, TFSA, providing advice on my pension plan, and has recently developed a plan for a new real estate investment I am considering. He's always a phone call away and has a great ability to explain complex financial concepts in easy to understand terms. Fabio knows his stuff and is always available and works to my schedule and not to his which makes it so much easier on me when I lead a busy life. I would highly recommend his services to anyone and have done so on multiple occasions in the past.
Gary Hibbert
27.07.2023
The Campanella Group - Tax - Estates - Investments
If you're looking for an accountant that can professionally guide and give you expert financial advice, look no further. It's been over 10 years and I wouldn't trust anyone else when it comes to creating the road-map to all of my financial planning needs. Fabio and his team are the best in the industry.
Stefan Ostojic
23.07.2023
The Campanella Group - Tax - Estates - Investments
Due to my line of work I was in need of a tax efficient investment plan for my future. I consulted with several advisors at the big banks and the better known investment firms, but they were all giving me the same advice (max out RRSPs and TFSAs). It felt like they were trying to fit me into a standard box. Then I met Fabio, he took the time to analyze my full situation, and he was able to hit my entire wish list with one simple plan. I'm very happy with his service, especially the way he was able to seamlessly blend tax and financial planning into one offering.
KITTY ZANATA
23.07.2023
The Campanella Group - Tax - Estates - Investments
Fabio has been a dependable, responsible and knowledgeable financial planner for my retirement portfolio for many years now . He keeps abreast with the market trend and fund managers' performances and organized regular review with me for appropriate investment strategy as well as any adjustments to be made. His conservative view for retirement savings is a good balance for my more aggressive approach. I trust him to guide me for the growth of my portfolio to meet my financial needs. I highly recommend him and his team to anyone looking for a dependable Financial Planner.
Bluesboy Nicky
21.07.2023
The Campanella Group - Tax - Estates - Investments
As a CPA I know the value of proper tax and estate planning. This is why I specifically engaged Fabio to lead my family's estate tax plan. Fabio acted as the quarterback, coordinating his team of lawyers, insurance advisors, and his own internal tax team. We had full confidence in him and his team and they really delivered. I highly recommend Fabio and his team and have been referring my own family and friends to him for years.
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132 Trafalgar Rd, Oakville, ON L6J 3G5
The Campanella Group - Tax - Estates - Investments