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
-
Confidence
June 12, 2025
Building boldly, staying true: How Margaret Coons grew Nuts For Cheese into a standout brand
Margaret Coons, founder and CEO shares how she scaled Nuts for Cheese from a farmers’ market stall to a nationally recognized brand, offering insights on growth, innovation, and building a values-driven business in the health food space.
-
Performance
June 12, 2025
The Canada Grocery Code is here – what does it mean for you?
How to leverage opportunities that exist from adoption, embracing, and fully understanding the Canada Grocery Code and its facets.
-
Confidence
June 11, 2025
MNP Risk Trends: 2026 and Beyond
Think you’ve got risk under control? Think again.
