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

    March 13, 2025

    Tariffs and trade: The direct and indirect impacts for Canada’s food and beverage industry

    Tariffs are driving up costs and disrupting supply chains in Canada’s food and beverage industry. Here’s how businesses can adapt and stay competitive.  

  • Progress

    March 12, 2025

    Farm Succession Corner: What should happen before the transition of farm ownership?

    How can you successfully transition your family farm to new ownership? Breaking the process down into manageable steps can help ensure a smooth transition. 

  • Confidence

    March 11, 2025

    Strengthening internal controls over financial reporting to ensure financial reporting integrity

    Canadian businesses must strengthen ICFR to ensure financial integrity, prevent misstatements, and ensure regulatory compliance amid evolving risks and disruptions.