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.
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Insights
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Confidence
September 02, 2025
How are Canadian food and beverage businesses navigating the impact of U.S. tariffs?
How are U.S. tariffs impacting the Canadian food and beverage sector? Learn about emerging trends and how businesses are responding to mitigate the impact.
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Confidence
September 02, 2025
Determining value for corporate beneficial ownership registers
New legislation across Canada is reshaping how private companies report beneficial ownership, especially when trusts are involved.
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Confidence
August 28, 2025
Retail Payment Activities Act: What you need to know
On September 8, the Retail Payment Activities Act comes into effect, introducing new compliance requirements for payment service provider
