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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Confidence
May 23, 2025
Cheque cashers are now money services businesses: What you need to know
Earlier this year, FINTRAC added cheque cashers to the Money Services Businesses designation under the Proceeds of Crime (Money Laundering) and Terrorist Financing Act. These businesses must now meet all regulatory requirements or face fines.
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Agility
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Value-driven AI applications for small and medium sized tech companies
How adopting the right AI platform can benefit your tech company
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Performance
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How to ensure your assessment is accurate to maximize your property tax savings
Property tax errors happen all the time, and many organizations may not realize just how much they’re overpaying.
