Member

Tanya Staples

Kitchener

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Tanya Staples

Member Bio

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I have eleven years of experience in the academic field as a successful financial planning professor, researcher, and CFP professional. A dedicated professor who has provided professional guidance and technical education to the minds of thousands of future financial planners developed curricula and engaged the industry in education. A skilled researcher enthusiastic about supporting advancements in personal financial planning. A published author, successful grant writer, and conference and journal reviewer. Engaged in several international research projects related to gender equity and income sustainability through the Personal Financial Planning PhD Program at Kansas State University. An active Committee Member for FP Canada's Planning Assumption Guidelines, an Editor Committee Member of – the Financial Planning Research Journal, and a Taskforce member for the Canadian Centre for Women's Empowerment (CCFWE). Before a career in academia, I spent 10+ years in the wealth industry in various senior positions.

Specializations

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Designation(s)

CFP (Canada)

Compensation Models

Fee Only - Hourly

Professional Associations

FPA (US)
CIFPs

Education

Masters Degree

Assets Under Management

Practice Size

2 to 5

Investment License

None

Provinces Licensed (Investment)

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