Ian Marshall, CPA, CA, CFP
Ian Marshall , CPA, CA, CFP
Partner, Private Enterprise
- Direct: 289-293-2313
- Email: [email protected]
- Fax: 905-333-9583
Ian is a member of MNP’s Private Enterprise Services team in Burlington. Ian takes the time to develop an in-depth understanding of his clients’ businesses as well as 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, to best position them for further success.
Ian works with owner-managed businesses and professionals, including franchises, businesses in the food and beverage and construction sectors, and other private businesses.
Ian advises on retirement, estate and business succession planning; small business consulting and advisory services; and accounting, assurance, corporate, personal, and trust taxation.
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.
Contact Ian Today
Insights
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Performance
June 27, 2025
Are you paying more than your fair share in property taxes?
How can you know if you’re paying more than your fair share of property taxes? A property tax assessment review can help ensure accuracy.
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Progress
June 27, 2025
Diagnosing hidden inefficiencies in your practice: Key insights and actionable strategies
How can you identify and address hidden inefficiencies in your practice? Discover key insights and takeaways from MNP’s recent webinar.
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Performance
June 19, 2025
Are you in the market for more equipment? Whether you buy or lease could make a big difference in your farm’s success
Building an asset purchase plan before buying new equipment can help you make an informed decision to best suit your needs.
