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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Agility
April 30, 2025
What role does tech play in the next chapter of your business?
Improve efficiency, create opportunities, and differentiate your business with these four steps for successful tech adoption.
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Progress
April 30, 2025
How the current market impacts the value of your energy business
How do shifts in the energy sector impact the value of your business? A valuation can help you understand what your company is worth in a volatile market.
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Performance
April 29, 2025
What challenges and opportunities are ahead for mining operations in Canada?
Canadian mining companies are facing uncertainty — from navigating tariffs to managing rising costs. How can you address challenges and seize opportunities?
