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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Progress
April 22, 2025
A roadmap for passing the family dealership to the next generation
For family-owned dealerships, passing ownership of the business to the next generation means considering more than just the financials.
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Confidence
Climate transition risk and financial institutions
Canada's financial institutions are uniquely exposed to risk as domestic and global economies seek to address climate change. The results of a federal pilot project shed light on how the financial sector is responding, and the necessary steps to thrive in a net zero business environment.
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Agility
Three ways to create a more efficient practice with technology
The Canada Digital Adoption Program (CDAP) can help your practice increase efficiency and overcome the barriers associated with digital transformation.
