About Terrapin Social Finance

Terrapin, meaning "a little turtle", is a hard, dependable worker - slow and steady wins the race. That's why we chose our name - to reflect the slow, steady and determined nature of building effective programs and organizations that bring about lasting social change.

In many origin stories, the turtle is said to support the world on its back and is an icon of life itself. The turtle is a marker of identify, culture, autonomy, and a deeply-held respect for the environment that sustains all of us.

Terrapin Station, an album released by the Grateful Dead in 1977, tells a hero's tale in which the Lady with a Fan dispatches a traveler on the path to Terrapin Station - a place of enlightenment.

Terrapin Social Finance was founded in 2014. The Terrapins (our team) form a unique community of practitioners who work in support of nonprofit and other social purpose organizations. We specialize in program evaluation, social research, fund development and organizational capacity building. We are based in rural Ontario and work across a spectrum that includes small local organizations, large national organizations and NGOs working on international developments projects.

 

 
 

Our Team

 

Dr. Trace MacKay, DVM, MPH
Co-founder

Trace has the rare distinction of being both a clinical veterinarian and an evaluation practitioner. She holds BSc, DVM and MPH degrees from the University of Guelph and Ontario Veterinary College. Trace is a member of the Canadian Evaluation Society, Canadian Veterinary Medical Association, and Canadian Public Health Association and is pursuing the designation of Credentialed Evaluator (CE). Her approach to research and evaluation is comparative by nature, thanks to her veterinary and public health training, concerned with multiple species and complex systems.

Trace is an expert at designing and implementing qualitative & mixed method evaluations, experienced in program development and carrying out community interviews and focus groups. Trace applies a public health lens to her work with a focus on social and structural determinants of health.

 

Stephen Woeller, MBA
Co-founder

Stephen Woeller has spent nearly three decades helping to strengthen the financial health of social purpose organizations. This has involved raising philanthropic support and private sector investment and reporting on the impact of these investments to individuals, communities, corporations, foundations and governments. He is an experienced project manager having spent much of his career contributing to large-scale development projects across a range of sectors. In 2010 Woeller began advising corporate clients on social responsibility activities which inevitably led to a primary focus on impact evaluation in relation to social impact investment.

Stephen holds a BA in International Development Studies and MBA in Agribusiness from the University of Guelph. He is a member of the Canadian Evaluation Society and is pursuing the designation of Credentialed Evaluator (CE).

 

Meredith Davis, MSc
Collaborator,
Good Roots Consulting

Meredith is a strategic planning, evaluation and research specialist with 15 years of experience dedicated to promoting community well-being in Canada and abroad. Meredith’s academic and professional work has focused on areas including poverty reduction, food security, rural planning, community economic development, sports and recreation, engagement through storytelling and the performing arts. She has a Master of Science degree in planning and community development and formal graduate level education in program evaluation and quantitative and qualitative research methods.

Meredith is a Credentialed Evaluator with the Canadian Evaluation Society. She has also completed training in facilitation, strategic planning, adult education and Social Return on Investment (SROI) analysis.

 

Julia Grady
Collaborator
10C Shared Space

Julia leads and supports community projects as a systems thinker, placemaker, and social entrepreneur. This is brought to life through 10C Shared Space, a NFP organization that Julia co-founded in 2008, and subsequently scaled with over 2.3M in social finance investment, taking 10C to a new level and providing a platform for community-led change. Julia is committed to the national potential of social finance and social enterprise, and the impact that small communities and mid-sized cities can make towards the UN Sustainable Development Goals. 

As a lifelong entrepreneur, Julia has a rare talent of turning possibility into action. She supports projects to develop robust theories of change, create diverse revenue generation strategies, grow team capacities, and realize financial models that support enterprises to embrace risk and achieve community goals.

 

Sara Hsiao, MSc, HBSc Collaborator
Sara Hsiao Consulting

Sara has over 12 years of experience working with non-profits, Indigenous organizations and governments, philanthropic organizations, government, and academia. She is dedicated to practical and culturally relevant evaluations, thoughtful program design and implementation, effective information dissemination, and efficient project management.

Sara holds a Masters of Research from Roehampton University and an Honours BSc from the University of Toronto. She has also completed internationally recognized courses in monitoring and evaluation, results-based management, and education.

Sara has built meaningful relationships with partners in remote and diverse communities across Canada and abroad, and applies interdisciplinary perspectives to the complexities of environmental sustainability and community well-being.

 

Megan Myles, BASc
Collaborator

Megan has been a community organizer and convener for over 12 years, with a focus on sustainable economic development. Megan graduated with a Bachelor of Arts and Sciences from Quest University Canada where she specialized in partner collaboration, and earned an honourable mention for her thesis on collaboration among small-scale farmers in rural Ontario. Since graduating, Megan has worked across the private, public and nonprofit sectors. While Chair of the Bruce Peninsula Environment Group, she convened five levels of government to develop the Northern Bruce Peninsula Sustainable Tourism Plan. She also led internal and external stakeholder engagement as a member of the Fathom Five Strategy Team at Parks Canada.

Currently, Megan owns The Fitz Hostel in Lion’s Head, and serves as a municipal councillor for the Municipality of Northern Bruce Peninsula.

 

Dominic Wong, HBA
Collaborator
Digital Dom Consulting

Dominic is a technology consultant with over 15 years of nonprofit sector management experience. He has been involved in dozens of mission driven organizations through diverse roles, from nonprofit volunteer, to board president, to social enterprise manager, to Information Systems Manager at a national charitable foundation. Dominic focuses on unlocking tech and data efficiencies and insights that should not be reserved for the private sector and large organizations.

Dominic holds an Honours BA from the University of Toronto, and a Nonprofit and Voluntary Sector Management Certificate from Ryerson University. He also has completed advanced Front End Web Development courses at Juno College of Technology, and holds a Responsive Web Design certification. He has also completed technical courses in Salesforce Administraton and Canadian tax receipting.

 

Beth Coates CPA, CA
Senior Advisor, Finance

Beth has twenty-five years’ experience as the Financial Manager of CAIC (Canadian Alternative Investment Cooperative), a charity financed investment fund that has been providing financing to the cooperative, non-profit and charitable sectors across Canada for over 30 years. The work of the cooperative is winding up and being transferred to a newly established charity, CAIF (Canadian Alternative Investment Foundation). Beth is a Chartered Professional Accountant who also has extensive experience as a financial analyst, corporate risk manager and controller. She has contributed to SocialFinance.ca and written policy papers for the Ontario Nonprofit Network and the Canadian CED network.

 

J.J. McMurtry, PhD
Senior Advisor, Social Economy

J.J. McMurtry is the Dean of Liberal Arts and Professional Studies at York University. He specializes in social enterprises and entrepreneurship; co-operative history, theory and practice; Community Economic Development; alternative energy; alternative economic theory; social and political theory; and Social Economy. J.J. has lectured in North and South America, India and Europe and is active in research, consultation, and facilitation with community, co-operative, and non-profit groups.

He’s recently contributed book chapters and articles on topics such as: procurement and public policy; Fair Trade; local food organizations; alternative energy and the Social Economy; social accounting; credit unions; and micro-social entrepreneurship.

 

 
 
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I can’t say enough good things about the Terrapin team and the quality work they continue to deliver for our organization.
— Nick Saul, Executive Director, Community Food Centres Canada