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How Nova Scotia almost killed its solar industry — and the founder who fought back

John Jennex · Solar Ascent2024-11-1110 MIN READ
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How Nova Scotia almost killed its solar industry — and the founder who fought back
// THE SHORT VERSION

Solar Ascent's John Jennex on building a Nova Scotia solar business from a van conversion — and beating NS Power's 2022 access charge that added ~$960/yr.

// IN THIS ARTICLE — 8 SECTIONS
  1. You're not an installer. You're a logistics company.
  2. Sell the lifecycle, not the install
  3. Know which roof you're on — and have an answer for every one
  4. Win commercial by making the big players' lives easy
  5. Stack the incentives — and keep the scope straight
  6. Treat policy as an operating risk — and don't fight it alone
  7. Promote from the bottom; delegate to elevate
  8. The part nobody puts on the website

John Jennex went from Dartmouth carpenter to founding one of Nova Scotia's first dedicated solar companies — then nearly lost the whole sector to a single line in a utility filing. If you run an equipment-heavy startup, this episode is a field manual: what business you're actually in, how the money moves, and why policy is an operating risk, not a headline.

In late January 2022, a single line in a Nova Scotia Power filing nearly took out an entire industry. The utility — the regulated, vertically integrated monopoly that serves roughly 525,000 customers across the province as a subsidiary of Halifax's Emera — proposed a net-metering "system access charge" of $8 per kilowatt per month on customers with solar panels. Run the math on a typical 10 kW system and you land at about $960 a year, added straight to the bill of anyone who'd already paid to put panels on their roof. By early 2022 the province counted more than 4,000 solar homes, and the sector had put roughly $30 million of private investment into the economy the prior year. The charge would have aimed straight at that.

John Jennex doesn't dress it up. "it wasn't very well thought out at all like it would have just totally killed the solar industry," he says.

He'd know. Jennex founded Solar Ascent in 2018, out of Hammonds Plains, after a path that ran through a carpentry trade, a 2016 cargo-van conversion, and solar courses in Colorado. He built it into a 22-person shop that designs, permits, installs, and services grid-tied solar in-house — about 70% residential, with a growing commercial book, running two four-person crews. Here's what a builder takes from the hour.

You're not an installer. You're a logistics company.

The most useful reframe in the episode is realizing what business you're actually in. "we're kind of a logistics company ... making sure that we have the right people the right gear in the right spots," Jennex says. For an equipment-heavy contractor, that's the whole job — not the install itself, but the choreography around it: getting panels, racking, and inverters staged, crews scheduled, and NS Power inspections timed so nobody's standing around on a roof waiting.

That's why he runs a dedicated logistics function. "we've got an awesome finance manager and logistics guy ... it's a lot of just in time production but make it work." Just-in-time is the only way a small shop can carry the gear without drowning in working capital — which is the binding constraint underneath everything.

"cash flow is a huge constraint because like I see a lot of potential for growth in this business but it's tough for us." Note what he's saying: demand isn't the ceiling, cash is. Solar Ascent is bootstrapped, no big backers, so every larger commercial job ties up money in equipment before a dollar comes back. If you're scaling an equipment-heavy startup, model the cash gap before you chase the bigger contract — the work you can win and the work you can finance are two different numbers.

Sell the lifecycle, not the install

Jennex is honest about where solar belongs in a homeowner's plan: "we are kind of the last thing that you should be doing for your home if you want to make it as sustainable as possible." Tighten the envelope first — insulation, windows — then talk panels. That's a contractor talking, not a salesman. And early on, the harder job wasn't selling Solar Ascent; it was selling the category. "we were also like trying to sell them on solar energy as you know an idea and a concept as well." When you're early in a new-technology market, client education is the first product you ship.

Where he wins is the math over time. "the solar panels have warranties of 25 years ... most of the electronics are between 10 and 25 years." No moving parts, decades of life — set against a residential wind turbine warrantied for three. Solar's case is built entirely on a long ownership horizon, so the sales conversation has to be a lifecycle conversation, not a sticker price. The market caught up to him as the technology matured: "solar panel efficiency hit a certain point where it was just like became easier for people to adopt," he says, pointing to the heat-pump curve as the template for where adoption goes next.

He also uses net metering to kill a common objection before it costs him a sale. "with net metering ... there's no real requirement for batteries." The grid does a one-for-one exchange, so a homeowner doesn't need an expensive battery wall to go solar. Reserve batteries for the cases where they actually pay: resiliency backup, or commercial peak load-shaving. Selling a battery a client doesn't need is how you lose the deal you could have had.

Know which roof you're on — and have an answer for every one

Roof type drives the install, the price, and the objection you'll hit. Standing-seam metal is the dream because clamps fasten to the seams with zero penetrations: "if it's standing seam we don't have to penetrate ... they love not having to put any holes on this brand new expensive roof." If your client just put a new metal roof on, that's your easiest install — lead with it.

Flat commercial roofs can take ballasted systems that also avoid membrane penetrations, but the trade-off is weight, and weight is an engineering question, not a sales one. "you need to have the engineering approval to say like yeah this roof can hold the extra 5 pounds of square foot." Get the sign-off before you commit to the job. The discipline that separates a credible commercial installer from a hopeful one is having a real answer for every substrate — standing-seam, asphalt shingle, flat membrane — before you quote.

Win commercial by making the big players' lives easy

Solar Ascent's commercial strategy is partnership, not a frontal fight for general-contractor scope. "if we can become the solar go-to for the big electrical contracting players then we make their life easy." Get in early with architects and engineers, be the specialist the big shops call instead of the competitor they have to beat. The featured commercial book — the Sackville Library among them, a first-party case study Solar Ascent describes as offsetting a major portion of the building's annual electricity use (system size and completion date aren't published) — is the kind of work that comes from being the trusted go-to, not the low bid.

Then reframe the product. Jennex points to solar as building cladding: "if you look at like an ACM panel versus a solar panel square footage cost it's pretty similar." A wall offers far more usable surface than a roof, and the company's first-of-its-kind solar-wall project at 73 Tacoma in Cole Harbour is a bet on exactly that. It's not a fringe idea in this province: down the road, EllisDon — the employee-owned national GC with a dedicated Atlantic team — served as general contractor on the Saint Mary's University Loyola Residence facade, where the 22-storey south wall was retrofit with building-integrated photovoltaics from Toronto's Mitrex and billed, at completion in 2024, as the tallest solar facade in North America. Building-envelope solar is moving from novelty to category, and the installers who learn to sell square footage of wall will be the ones positioned for it.

Stack the incentives — and keep the scope straight

The commercial math gets better when the incentives layer. "the clean technology investment tax credit ... you can get 30% back ... and then you can stack that on top of other rebates." Be precise about who this is for: the 30% Clean Technology Investment Tax Credit is commercial — a taxable corporation's installation, not a homeowner's — and it stacks on top of industry-specific programs, including agriculture and fisheries streams routed through Efficiency Nova Scotia (the program brand of EfficiencyOne, Canada's first energy-efficiency utility, out of Dartmouth). Getting the eligibility right is part of the sell; promising a homeowner a credit that only a corporation can claim is how you torch trust on the next referral.

Treat policy as an operating risk — and don't fight it alone

The 2022 fight is the buried lesson for anyone in a regulated niche: in a politically charged market, a single rule change can rewrite the economics of every quote you've ever written. That risk isn't theoretical — it was the line item that nearly ended the trade.

What saved it wasn't any one company. "we banded together as an industry ... we were able to kind of put up enough of a stink ... and it all got reversed." Installers organized advocacy and public outreach through Solar Nova Scotia — the volunteer non-profit association, founded in 1980, that Jennex sits on the board of, and whose chair, David Brushett, was the named industry voice opposing the charge. The utility withdrew the application in early February 2022 under provincial pressure, after Premier Tim Houston signaled the province would step in, and the Canadian Renewable Energy Association publicly applauded the province's decisive action to protect the sector. For the record: the charge was withdrawn, not defeated in a vote.

The takeaway for a contractor in any regulated trade: your association membership is the only leverage proportional to the threat. A regulated monopoly can change your operating costs overnight, and no single firm can out-lobby that alone. Treat the association as core infrastructure, not a line you cut when cash is tight.

Promote from the bottom; delegate to elevate

In a labour shortage, the niche is an advantage. "all of our upper level positions ... have all just been like folks that have started with an entry level position and then worked their way up." Mission-driven work attracts people; promoting from within keeps them. And the founder's own job has to change as the shop grows: "without delegating you can't ... delegate to elevate ... you can only do so much yourself." The operator who stays in the install van is the one who caps the company at their own pair of hands.

The part nobody puts on the website

The most human takeaway is about how you operate under pressure. "if you operate from a place of fear or stress or whatever you might start making poor decisions." Make small good decisions daily; don't let fear drive the big ones.

After one exceptionally bad year, Jennex came close to walking away. What kept him in was peer support from EO Atlantic — the Atlantic Canada chapter of the Entrepreneurs' Organization, a peer-to-peer network of business owners. "I probably wouldn't still be doing this ... that probably would have been curtains for me if it wasn't the support." If you're carrying a startup, a young family, and a payroll, find your tribe of fellow founders before the bad year arrives.

One last thing for the skeptics who think the Maritimes are too cloudy for this: "cool temperatures decent sun high power rates ... we're just as good here as they are in many other parts of the world." The rain even cleans the panels for free.

The industry almost died on a utility filing. It's still here — growing about 25% a year, hiring, and putting solar on roofs and walls — because a carpenter from Dartmouth, and the people he organized, refused to let it go.


Guest: John Jennex, Founder & CEO, Solar Ascent. Featured on Episode 78 of the Atlantic Construction Podcast. Watch the full episode. Also featured: Solar Nova Scotia, Nova Scotia Power, Efficiency Nova Scotia / EfficiencyOne, EllisDon, and EO Atlantic Canada. Sources for the 2022 policy fight: CBC News and the Canadian Renewable Energy Association; the federal Clean Technology ITC for commercial solar is confirmed here.

// FEATURED BUSINESSES
Solar Ascent

Locally owned Nova Scotia solar company that designs, permits, installs, and services grid-tied solar PV systems for residential and commercial clie…

Visit websiteFull dossierLINKEDININSTAGRAMYOUTUBE
EllisDon Corporation

Employee-owned Canadian construction and building services company providing general contracting, construction management, design-build, civil/infra…

Visit websiteFull dossierLINKEDININSTAGRAMFACEBOOKYOUTUBE
EfficiencyOne

Independent, not-for-profit energy efficiency utility that operates the Efficiency Nova Scotia program brand, delivering rebates, conservation progr…

Visit websiteFull dossierLINKEDIN
EO Atlantic Canada

Atlantic Canada chapter of the Entrepreneurs' Organization (EO), a global peer-to-peer network exclusively for business owners. It runs member forum…

Visit websiteFull dossierLINKEDININSTAGRAMFACEBOOK
Nova Scotia Power Inc.

Regulated, vertically integrated electric utility that generates, transmits, and distributes electricity to roughly 525,000-550,000 residential, com…

Visit websiteFull dossierLINKEDIN
Solar Nova Scotia

Volunteer, non-profit solar industry association for Nova Scotia. It unites the solar sector through networking and educational events, member promo…

Visit websiteFull dossierLINKEDININSTAGRAMFACEBOOKX
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// CLIPS FROM THIS EPISODE