Tanya M. Staples, Ph.D., CFP®, FP CanadaTM Fellow

Tanya, a Professor of Personal Finance and seasoned business owner, is a Certified Financial Planner® professional with over 20 years of professional experience in financial planning. Holding a Ph.D. in Personal Finance Planning from Kansas State University, Tanya is actively engaged in both primary and secondary research, focusing on gender diversity and the well-being of Canadians. Her research contributions are well-recognized, with multiple publications in academic journals, conference presentations and private sector speaking engagements.

In addition to her academic and research endeavours, Tanya plays a pivotal role supporting projects with FP Canada™, serving on the Projection Assumption Guidelines Committee, (formerly) the Educator’s Advisory Panel, and as a Technical Knowledge Writer. She is also a member of the Financial Planning Research Journal’s Editorial Board, and contributes to the Canadian Centre for Women’s Empowerment as a Finance Taskforce Member. Furthermore, she leverages her expertise as a peer reviewer for various academic journals.

Tanya’s commitment to fostering financial well-being and empowering Canadians is unwavering. As a dedicated educator at Conestoga Institute of Technology and Advanced Learning, she ensures that the next generation of financial planning professionals receives the highest quality education and professional practice skills development, preparing them to excel in the field.

In 2026, Tanya received the FP Canada™ Fellow distinction in recognition of her exceptional contributions to the financial planning profession.

Tanya lives in Kitchener, Ontario. In her free time, she enjoys running, cycling, hiking, reading and spending time with family and friends at their cottage in Prince Edward Island.

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