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
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December 19, 2024
How MNP’s Voting and Election Services supported Calgary Co-op through the election process
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Progress
December 18, 2024
How your dealership can build a more gender-diverse workforce
With only 23 percent of employees in new car dealerships being women, the gender gap continues to persist in the automotive industry.
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Performance
How will the CRA’s significant GST/HST update impact your dental and orthodontic practice?
How will the recent GST/HST update impact your dental practice? Understand the new requirements for claiming ITCs and opportunities for GST/HST refund claims.
