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
-
January 30, 2025
Your medical career starts here — with a $20,000 head start
The countless hours of studying, classroom time, and exams are in the rearview and it’s time for the next chapter to begin. And as you dive into your fledgling medical career, there’s something you need to know: Saskatchewan wants to reward you for your effort.
-
Confidence
A legacy rooted in integrity: How Brar’s expanded while staying true to their values
Discover how a leader in Canada’s ethnic food market, Brar’s, leveraged a breakthrough strategic tax plan to drive growth while staying true to its roots and navigating complex challenges.
-
Performance
January 29, 2025
U.S.-Canada tariff policy roadmap
Get a clearer picture of how the U.S. is reviewing trade relations with Canada and actionable steps to navigate your business through the uncertainty.
