Ian Marshall, CPA, CA, CFP
Ian Marshall , CPA, CA, CFP
Partner, Private Enterprise
- Direct: 289-293-2313
- Email: [email protected]
- Fax: 905-333-9583
Based in MNP’s Burlington office, Ian works with owner-managed businesses and professionals, including franchises and businesses in the food and beverage and construction sectors, as well as with private enterprises in a variety of other industries.
Ian works closely with his clients advising on retirement, estate and business succession planning; small business consulting and advisory services; and accounting, assurance, corporate, personal and trust taxation.
Ian takes the time to develop in-depth knowledge of his clients’ businesses, along with an understanding of their personal and business challenges and goals. The long-lasting relationships he builds allows him to offer customized solutions for each client’s unique situation, and to best position them for further success.
Ian graduated from Wilfrid Laurier University with a Bachelor of Business Administration (BBA) in 1997. He is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 2000 and as a Certified Financial Planner (CFP) in 2008.
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Insights
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Agility
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