Steps Foundation


About us



STEPS is an all-volunteer financial literacy and wellness foundation serving the GTA



Mission



We partner with financial literacy programs in Toronto through fundraising, recruiting financial sector volunteers and increasing awareness. Financial literacy is an important prerequisite needed to ensure prosperity and security for oneself and family.



Partnership



We are proud partners to grassroots and frontline non-profits and charities, directly addressing the issue of literacy, wellness and equality. We raise and distribute funds to these partners in the hopes of scaling their impact on GTA residents.



Strategy & Policy



Socioeconomic and political policy plays an important role in the fight against poverty, financial illiteracy and economic inequality. STEPS, through empirical research and analysis hopes to elevate the discussion of how policy can help the least amongst us.



Donate



Do you have time or skill to donate to the effort? Click here to see how you can help.


Do you have time or skill to donate to the effort? Click here to see how you can help.



Partners



We are always looking to support financial literacy programs and initiatives in the Greater Toronto Area. Interested in partnering with us? Get in touch at; info@stepsfoundation.ca



West Neighbourhood House



Woodgreen



JVS Toronto



Jane and Finch Community Centre



the team!


Click here to meet the Board of Directors


Meredith blidner



Co-Chief Executive Officer



Ms. Blidner is a project coordinator and social worker at Baycrest, a geriatric care and research facility located in Toronto. She has worked and volunteered for a number of non-profit organizations in Toronto and New York including Fred Victor, Revera, Save a Child's Heart, and FEGS WeCare. Ms. Blidner has a Bachelor of Arts in International Development from Dalhousie University and a Master of Social work from Yeshiva University.



OMARI MOORE



Co-Chief Executive Officer



Omari is the founder and Principal Advisor of Fort York Capital Advisory, an Ontario based wealth management firm. He advises high net worth, high income professionals and corporations of all sizes on wealth creation and preservation. He also volunteers his time to multiple financial literacy programs throughout the GTA.



Sarah Lau



Chief Financial Officer



Ms. Lau is a Chartered Accountant who earned her designation at Pricewaterhouse Coopers in Toronto. She currently works as a manager in the Chief Accountants Department at TD Bank Group. Ms.Lau has a Bachelor of Accounting and Financial Management and a Masters of Accounting from the University of Waterloo



Jon Held



Vice President - Strategy



Mr. Held is a Chartered Accountant. He is currently a Senior Manager at ALOE Financial Inc. and the Chief Financial Officer of Organic Potash Corporation. Mr. Held has a Masters of Accounting and a Bachelor of Mathematics from the University of Waterloo.

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christine ngo



Executive Committee Member



Ms. Ngo is a Chartered Professional Accountant (CPA, CA) who earned her designation at Deloitte LLP in Toronto. She is currently a specialist in accounting policy at Rogers Communications. Ms. Ngo has a Bachelor of Accounting and Financial Management and a Master of Accounting from the University of Waterloo.

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Katherine ku



Executive Committee Member



Ms. Ku is a Chartered Accountant and currently works at Rogers Communication Inc. Ms. Ku has a Bachelor of Accounting and Financial Management and a Masters of Accounting from University of Waterloo.



Shane Soobootin



Founder & Past-President



Mr Soobotin is a CFA Charterholder. He is currently reading for a Masters in Finance degree at London Business School. Mr. Soobotin has worked in private equity at EdgeStone Capital Partners, investment banking at National Bank Financial and tax services at PricewaterhouseCoopers LLP. Mr. Soobotin has a Bachelor of Commerce from the University of British Columbia.



Steps Foundation 2017
info@stepsfoundation.ca





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