Ian Marshall, CPA, CA, CFP

Ian Marshall

Ian Marshall , CPA, CA, CFP

Partner, Private Enterprise

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.


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Insights

  • Performance

    February 14, 2025

    Key insights from MNP’s Tariffs, Taxes, and More Trends in 2025 webinar

    Between tariff threats and a looming change in Canadian federal leadership, 2025 is a year of uncertainty for Canadian businesses. On February 11, 2025, MNP hosted a webinar to discuss the evolving economic landscape, providing clarity about what’s ahead and actionable insights for how business leaders can assess tariff impacts.

    The session, moderated by Am Lidder, Senior Vice President for Tax Services at MNP, featured insights from MNP’s Heather Weber, Indirect Tax Leader and Mike Cristea, Trade Advisory Specialist, and Crestview Strategy’s Ginny Roth.

  • Progress

    February 13, 2025

    Tax alert: How the federal GST/HST tax holiday will work

    Get the latest on the federal GST/HST tax holiday, including qualifying items, certain exclusions, and other qualifying criteria.

  • Confidence

    February 12, 2025

    Alex Murdaugh: From lawyer to fraudster

    What key takeaways can you learn from this financial fraud case to help protect your law firm and clients from risks?