JA Nova Scotia Annual Report 2019

ANNUAL REPORT 2018-2019

Board of Directors

Staff

EXECUTIVE COMMITTEE Jennifer Chiasson, Government of Canada, Chair Bruce Young, RBC, 1st Vice Chair Karn Nichols, Sobey School of Business, Secretary Mark Sidebottom, Nova Scotia Power, Treasurer Mark Parkhill, KPMG, Past Chair Kristin Williams, President & CEO (ex officio/non-voting)

Blair Duhamel Manager, Strategic Partnerships Brenda Kenney VP Programs & Southwest Program Manager Carley Warner-Hussey Fund Development and Resource Coordinator Courtney Connor Director, Entrepreneurship & Specialty Programs Emma Eagles (Maternity Leave) Manager, Marketing and Communications Folake Matuluko Halifax Program Manager Kristin Williams President & CEO Leanna Withrow Office Coordinator Maria MacDonald Cape Breton Program Manager Sarah Porter Northeast Program Manager Shakara Joseph Chief Operating Officer

DIRECTORS Michelle Bussey, NSCC Foundation Charl Du Plooy, Emera Stephanie Fitzner, Deloitte/JA Alumni Michelle Fitzgerald, Knightsbridge Robertson Surrette Karen Gardiner, McInnes Cooper Troy Harnish, Rogers Lynn Hogan Gillespie, Province of Nova Scotia Paul Janes, Deloitte Lori-Anne Jones, Shift Strategies Roger King, Supplement King Andrew MacKinnon, SBW Kevin McCann, National PR Jodi Posavad, Grassroots Human Resources Consulting David A Reid, Cox & Palmer

“BEFORE JOINING JUNIOR ACHIEVEMENT, I REALLY DIDN’T KNOW WHAT I WANTED TO PURSUE FOLLOWING HIGH SCHOOL. I KNEW WHAT I DIDN’T LIKE BUT I HADN’T FOUND SOMETHING I WAS REALLY PASSIONATE ABOUT EITHER. ONCE I JOINED JA AND I BEGAN TO SUCCEED, I KNEW I WANTED TO PURSUE A BACHELOR OF COMMERCE DEGREE.” – Maddy Spriet, Achiever

Alexia Davison Kotler, Achiever

Letter to Stakeholders As we reflect on this past year at JA Nova Scotia, we have so much to be thankful for and so many wonderful partners and friends to whom we owe our success. It is our pleasure to share this annual report with you. It is our opportunity to revisit so many wonderful moments, to congratulate achievers and Laureates on their success, to thank sponsors, donors, volunteers and friends, and to delight in the privilege of this great mission.

In the school year of 2018-2019, we continued to see unprecedented interest in JA programs. Sadly, the interest and desire to participate in JA still outstrips our capacity to meet such a demand. But where we did, we saw the incalculable magic of transformation, as our youth explored their potential, developed greater confidence, found extraordinary mentors and started to chart their education and career futures. Whether it was pitching at the new LEAD Conference for student led companies, or exploring the labour market at the World of Choices career expo, or community driven offerings of #Adulting in Spryfield, I Have Skills with the Boys and Girls Clubs of Greater Halifax, or Ideation Bootcamp in collaboration with InBusiness and Unama’ki College; we were so inspired by the youth of our province and the generosity of volunteer mentors.

The Business Hall of Fame program was one of our most successful, with nearly 1,000 guests united in the celebration of Joe Ramia, Jack Flemming and Stephanie and Maurizio Bertossi. Our achiever emcees Maddy, Amy and Eric did a fantastic job with the program and learned a great deal through the exclusive Laureate Leadership Program which gave them a once in a lifetime opportunity to spend mentorship time with the best of the best!

To our donors, our sponsors, our volunteers and our countless community partners: we could not do this great work without you. Thank you for sharing in our vision for a bright future for the leaders of tomorrow. Thank you for believing in our mission to inspire and prepare young people to succeed. And thank you, for your belief in the boundless potential of youth. We are building the workforce of the future with your help.

Signing off from our new and beautiful, donated space at the foot of the Innovation District at Nova Scotia Power,

Kristin Williams Shakara Joseph President & CEO COO

Community Impact Building the workforce of the future JA Nova Scotia is on a mission to inspire and prepare youth to succeed in the global economy.

PARTICIPATION THIS YEAR

JA NOVA SCOTIA IS LEADING THE WAY

Financial Literacy + Workforce Readiness + Entrepreneuship

Provincial Reach

World Class Programs

Student Led Companies

Fastest Growing Charter

Making an impact Since 1969, JA Nova Scotia has impacted more than 345,000 young people. Research conducted by Boston Consulting Group confirms that JA over delivers on all of its three educational pillars: workplace readiness, entrepreneurship and financial literacy. JA’s work is directly linked to creating more work ready employees and closing the talent gap with future leaders, all while driving personal impact for participants.

Achievers are...

• 50% more likely to open their own business

Alice Song, Achiever

• earning average incomes that are 50% higher than their peers

JA creates an annual return of 45:1 in societal prosperity for every JA dollar spent (BCG).

• 3x more likely to hold management positions • 25% less likely to be unemployed • 3x less likely to spend more than they earn •

2x more likely to study and work in business and finance

JA alumni out perform peers and provide better raw talent for employers (BCG).

Region

Program Map

Students Programs

South West

3,117

157

North East

2,842

151

Cape Breton

2,946

163

Halifax 7,310 319 Total

Assessing Value Creation Achievers say, JA was critical in developing...

analytical capabilities leadership skills financial literacy skills decision making skills business sense problem solving skills

80% 80% 75% 75% 80% 80%

16,215 790

Our Data Tells a Story VOLUNTEERS What our volunteers have to say...

I get to volunteer in a meaningful way I get to make a difference I get to share my knowledge I get to help youth learn and grow

97% 82% 84% 92%

According to Volunteers, JA is Financial Literacy (30.19% Work Readiness (32.68%) Careers (31.13%)

“Thank you for providing this service! I am so happy to be involved.”

- Volunteer

“It is a fantastic program; it can be easily adapted to the specific class in content and structure.”

- Volunteer

“JA is an excellent way to encourage students to start thinking about future job opportunities and learn how to set goals.”

- Volunteer

58% 42%

This year, of volunteers were repeat volunteers and

were new to JA

98%

would volunteer again with JA

100%

recommend volunteering with JA

Liam Fagan, Achiever

TEACHERS “[JA] provides a fresh perspective and gets them thinking about many important life lessons, i.e. budgeting, living accomodations, sharing expenses. It is a wonderful opportunity!”

-Teacher

According to teachers JA provides...

100% 100% 100% 100%

Appropriate Materials Revelant Lessons Key Learning Outcomes Valuable Experiences

According to Teachers, JA is Financial Literacy (36.74%) Work Readiness (31.44%) Careers (31.82%)

PARTICIPANTS Through the program, I better understand: • my role in a company 91% • how to pitch an idea 82%

100% of students would recommend JA

• how education helps with success 89% • the future of work 86%

The best part is meeting all the other achievers - LEAD attendee

[I liked] the hands-on experience and learining how to actually run a real business.

- Company Program Achiever

What our students say It was awesome It was an eye opener It was very interesting It was a fun way to learn It was filled with good information I learned what I need to know I learned how to run a business I learn about my strengths

93% 100% 93% 87% 93% 93% 88% 83%

Our Programs JA Ourselves caters to students ages 3-5. Children practice personal economics by considering choices, the concept of saving money, and the difference between needs and wants. The program is delivered by a teacher or volunteer in four 30-minute sessions.

Interest Explorer is a teacher led co-curricular set of activities created for the Department of Early Education and Childhood Development by JA for grade 4 students. Activities are designed to engage students in learning about their skills and interests. Delivered in class by teachers.

I Have Skills (IHS) allows grade 5 students to explore self-knowledge and skills and how they may link to various career paths. Students spend two hours with a volunteer to learn about their interests, skills and a variety of career options with fun, hands-on activities and games. Requires 1 volunteers and 2 hours.

Economics for Success (EFS) allows grade 9 students to explore the personal and economic realities of limiting their education. In addition, the students see how their education relates to careers. It emphasizes the importance of staying in school and is delivered over a half day, by one or two volunteers per class.

Modules are fun and interactive and include learning about yourself, budgeting and interview skills.

“IT WAS A VERY FUN AND INTERESTING SESSION. I FEEL MORE PREPARED FOR LIFE AFTER HIGH SCHOOL AND MANAGING MONEY.”

Our Business World (OBW) allows grade 6 students to explore how businesses are created and what makes them thrive. Using games and multimedia, students learn about innovation, start-ups and selfemployment. Our Business World is typically delivered by one volunteer per class. In this interactive, in-class program students discuss how business contributes to the well-being of a community and learn about the history of some Canadian businesses and how they’ve changed over time. Requires 1 to 2 volunteers and 3-4 hours.

– Economics for Success Student

It’s My Future (IMF) provides practical information to grade 7/8 students about preparing for the working world. Upon completion of the program, students will be able to research potential careers, and learn how to plan for and keep a job. Students also develop the personal-branding and job-hunting skills necessary for earning a job. Requires 1 to 2 volunteers and a full school morning.

Investment Strategies (ISP) is a learning opportunity for Grade 9-12 students to explore the ways in which people save and invest for their future. The teacher-led program includes interactive lessons and culminates in an online stock market simulation, called Invest JA, where students manage their own simulated stock portfolio. The simulation is linked to live data from North American stock markets and is an engaging opportunity for students to apply the investing principles taught in the program.

A Business of Our Own (ABOO) helps grade 8 students run their own retail business. Students learn how to start a business, produce and promote their products, track their finances and manage a team. Volunteers from the local business community use experiential blended learning and game-based technology to engage students and ignite their passion for business. Requires 1 volunteers and 5 hours.

Dollars with Sense (DWS) gives grade 10 students the vital tools they need to make smart financial decisions. Students learn personal money management skills that they can apply to their lives immediately. Students learn about budgeting, saving, global currencies and safe online shopping. This three-hour program typically runs over one school morning with one or two volunteers per class.

JA-AMP! is a week-long day camp for students ages 12-19 hosted in partnership with MacPhee Centre for Creative Learning. Youth explore the intersection between art and entrepreneurship, visit local businesses, develop and test a business venture using a business model canvas, learn to pitch, explore potential career opportunities and develop financial literacy skills.

World of Choices (WOC) is a career forum for high school students that aims to empower students to be proactive about their future. Sessions demystify professions and fields, help students contemplate educational paths linked with career aspirations, and help students to capitalize on career opportunities in emerging, traditional, and non-traditional fields. This program is delivered in a special event format off site of schools.

Volunteer mentors are engaged as session leaders.

Company Program (CP) is an 18-week, after-school activity that encourages high school students to really get down to business. Guided by a team of volunteer business advisors, Junior Achievers create their own company, select and produce a product or service and operate their company through to liquidation. This is not a paper exercise, students actually form and run a real company! Requires 3-4 volunteers per student venture over 18 weeks of evening meetings from October to March.

#Adulting is for young adults ages 18-25. It is designed to help youth of all backgrounds confidently transition to independent living. Modules are delivered in 6, 2-hour sessions by community volunteers and focus on workplace readiness and core financial literacy skills. Content includes: credit, debt, budgeting, saving and investing, personal finance, price vs. cost, income tax, developing a skills inventory, decision making and goal setting.

Laureate Leadership Program selects three students from Company Program to be paired with incoming new Laureates. They have the opportunity for one-on-one mentorship as well as speaking opportunities through the Business Hall of Fame program, including emceeing the spring gala event.

CEO Coaching allows the CEO of JA Nova Scotia to engage with 10-12 youth per year, ages 15-25 and offer one-on-one coaching, career advice, educational planning and mentorship support. Youth are offered letters of reference and introduced to other leaders and networks, which will advance their education and career paths.

Company Program (Incubator) With the assistance of a corporate sponsor, student companies are hosted in another business, whereby they have access to a range of volunteers from the sponsored company and special expertise related to the host business.

Company Program (In School) is a teacher-led program that allows students to start and run a real business in the classroom. The timing is flexible allowing the teacher to concentrate it over a month or run it for a full semester.

Ideation Bootcamp (In School and in Community) takes students through the first 6 weeks of Company Program with the help of community partners, teachers or volunteers. Students develop a business plan, a prototype and learn to pitch their ideas.

100%

of students would recommend Ideation Bootcamp to a friend.

Kai Hollett, Achiever

World of Choices OUTCOMES

1. Explore educational futures 2. Investigate career options 3. Find and learn from mentors 4. Navigate the labour market 5. Choose a career path

Empower youth to meet the challenges of today’s AND tomorrow’s working world.

Help youth understand career opportunities in emerging, traditional and non-traditional fields.

Supporting Core Competencies Increasing Student Knowledge Local labour market trends Future career opportunities Preparing for the world Careers in my backyard How to be successful

81% 100% 88% 94% 100%

World of Choices fits into the following subjects and aligns with the curriculum outcomes for the Atlantic Canada Framework for Essential Graduate Competencies

Healthy Living (45%) Citizenship (20%) Social Studies (15%) Information & Technology (10%) English Language Arts (5%) Science (5%)

1746 students (7,384 student hours)

50+ careers 121 volunteers

9 events and 81 classes: Millbrook + Bridgewater + Yarmouth + Kentville + Sydney + Port Hawkesbury + Truro + Dartmouth + Millwood

“Students benefited greatly from experiencing things outside their usual view.”

- Grade 9 Teacher

Thank you to our World of Choices partners

LEAD Conference In November 2018, JA hosted the inaugural LEAD conference. LEAD brought together Company Program Achievers from across the province. Achievers participated in professional development sessions as part of Executive Training, learned about The Future of Work from industry leaders in an interactive panel discussion, and pitched their products and services in our Pitch It! Competition.

“The JA LEAD conference is an amazing team building and training weekend for Advisors and young entrepreneurs. This weekend really prepared young adults for the robust start-up community in Nova Scotia” - Angela Franklin, CP Advisor, Eastern Shore

“The LEAD conference was an amazing experience that I’ll never forget. I learned so much and was able to really bond with my team. Pitch it! pushed me out of my comfort zone in the best way possible. It allowed me to become more confident in my presenting skills and build my enthusiasm for business.”

- MacLean Crowdis, Achiever, Spryfield

“It was an absolute pleasure to judge the Pitch-It! event. I was incredibly impressed by the grade 9-12 students who presented their businesses with such enthusiasm and professionalism” ~ Ariel Gough, JA Judge and Mentor

Celebration of Achievement On April 14, 2019, standout Achievers were recognized for their exceptional performance in Company Program.

2019 AWARD WINNERS LAE Scholarship ($1000) Alice Song

Catherine Elizabeth Colson Memorial Award ($500) Zoe Morgan (Trinkets of Hope)

Company Merit Awards Angus Campbell (vibe.)

Sahiedeh Fazeli (Lend a Hand) Karmen MacLean (Mes-Belles) Erica Clairmont (Renu Blue) Nate Davies (Dartmouth North Clothing) Laiden Smith (Spill the Tea) Annie-May Sweeney (Artemis) Charity Zwicker (Brainwashed)

Dalhousie Scholarship ($1000) Ethan Johnston

VP Human Resources ($500 provided by CPHR NS) Shyleigh Bowman (Mes-Belles)

Perseverance Award Dartmouth North Clothing Co.

VP Finance ($500 provided by CPA NS) Amy Hoadley (Lend a Hand)

Host Participation Award Nova Scotia Power

VP Environment ($500 provided by Clean Foundation) Valerie Rakotondrafara (Lend a Hand)

Best Business Plan Award Lend a Hand Student Ambassador Award Edie Whittington (BundleBee) Maddy Spriet (Lend a Hand) Mia Mauger (Spill the Tea) Amy Hoadley (Lend a Hand) Best Shareholders Report Spill the Tea Social Media Award Lend a Hand Salesperson of the Year Alice Song (BundleBee) Maddy Spriet (Lend a Hand) Highest Net Profit Lend a Hand Advisor of the Year Robyn Sutherland (Dartmouth North Clothing Co.) Advisor Team of the Year BundleBee – Cameron Woodland Catherine Chase Kevin Landry William Bryden Annual Trade Fair Award BundleBee JA Month Award Mes-Belles Outstanding First Year Achiever Kai Hollett (PINinsula)

BIC Junior ($2000) Talia Quinlan (PINinsula) International Student of the Year Juliette de Brouwer (Box O’ Sox)

VP Health and Safety ($500 provided by Safety Services NS) Edie Whittington (BundleBee) VP Digital Technology ($500 provided by Digital Nova Scotia) Logan MacDonald (Spill the Tea) VP Corporate Social Responsibility ($500 provided by LaHave River Credit Union) Maddy Spriet (Lend a Hand) VP Marketing ($500 provided by Arrivals + Departures) Ethan Johnston (BundleBee) VP Sales ($500 provided by Moore Suites) Alexia Davison Kotler (Lend a Hand) VP Production ($500 provided by LaHave River Credit Union) Ethan Johnston (BundleBee) Laureate Leadership Award Amy Hoadley (Lend a Hand) Eric Zhang (BundleBee) Maddy Spriet (Lend a Hand) President of the Year ($500 provided by Premiere Suites) Karmen MacLean (Mes-Belles) Achiever of the Year Alice Song & Ethan Johnston (BundleBee) Company of the Year BundleeBee

Alumni

Alfred Burgesson says he can attribute his interest in entrepreneurship to his time in JA’s Company Program. Alfred was in Company Program during his Grade 11 and 12 year at Halifax Grammar School. Being involved in the program gave him the confidence he needed to begin building his own ventures. Alfred continues to remain involved in JA, most recently participating in the Future of Work Panel at the LEAD Conference in 2018.

In 2015, Alfred started Under the Bridge Digital, a digital media agency working with clients to help improve their social media content and build their overall digital presence. Alfred is now leading a new initiative in Halifax: HFX Collective. HFX Collective is a youth run organization that consults with nonprofits, corporations and government agencies. In their own words, “HFX Collective supports trusted partners in building spaces where youth have a voice, and for youth to take

action. We develop projects with trusted local partners and the collective community. For Youth. By Youth. With You.” Alfred has worked to give youth in Nova Scotia a voice on issues most important to them. Now, he’s representing Nova Scotia on the Prime Minister’s Youth Council (PMYC). He will be serving a two-year mandate on the council where he and his colleagues will give non-partisan advice to the Prime Minister, Cabinet Ministers and Policymakers based on current issues. Alfred had his first in-person meeting with the PMYC in Iqaluit, Nunavut this August. There, he and his colleagues had the opportunity to visit rural communities and learn about the barriers facing those who live there from community members.

We are so proud to call Alfred a JA Alumni and are eager to see what he does next!

- Alfred Burgesson, Alumni

In-Community Programming and Partners

Collaborators, Incubators & Activators JA offers a range of programming in partnership with amazing organizations that enable us to investigate environments of learning which are outside of the traditional classroom. These JA programs include: Ideation Bootcamp, Company Program, I Have Skills, JA Ourselves, #Adulting, World of Choices, Economics for Success and more! Thank You to all our community collaborators, incubators and activators!

“Remarkable synergies exist between JA and In.Business [...] the energy of the staff and mentors at JA is contagious, and the topics delivered through the programs complement the education pieces of our program! We can’t wait to work with JA again!”

-Nina Kent, GM, In.Business

“Business is Jammin’ is grateful for JA’s continued partnership over the years.

Together we teach black and racially visible youth about the importance of education, goal setting, potential careers, post-secondary options, entrepreneurship and much more! JA’s programming is the game changer needed to ensure youth achieve their maximum potential!”

- Ashley Hill, Youth Program Coordinator, BIJ/BBI

Community of Support Donor and Volunteer Partners

Donor Partners: AWARD SPONSORS Arrivals + Departures Clean Foundation Colson Family CPA Nova Scotia CPHR Nova Scotia Dalhousie University Digital Nova Scotia Department of Labour and Advanced Education LaHave River Credit Union Moore Suites Premiere Suites BioNova Safety Services Nova Scotia Saint Mary’s University

Edie Whittington, Achiever

IN-KIND Acadia University Nicom IT NSCC Rebecca Clarke Photography Saint Mary’s University CORPORATE PROGRAM SPONSORS ADP Antigonish Chamber of Commerce Arrivals + Departures Cassa Business Equipment Clean Foundation CPA Nova Scotia CPHR Nova Scotia CUA Dalhousie University Digital Nova Scotia Economical Insurance Engineers Nova Scotia Fairstone GN Thermoforming Equipment Kinsmen Club of Sackville LaHave River Credit Union Manulife Moore Suites Nova Scotia Power Port Hawkesbury Paper Premiere Suites PwC Rogers Community Grants Safety Services Nova Scotia Scotiabank Saint Mary’s University Sobeys Staples Business Advantage Swept TD Canada Trust Westbury National Show Systems Ltd. Workers Compensation Board FOUNDATIONS Aspotogan Heritage Trust Deloitte Halifax Youth Foundation MacPhee Centre for Creative Learning RBC Foundation The Actuarial Foundation of Canada The John & Judy Bragg Family Foundation

Volunteer Partners: GOVERNMENT - FEDERAL/PROVINCIAL Atlantic Canada Opportunities Agency Government of Canada Department of Education and Early Childhood Development Department of Labour and Advanced Education GOVERNMENT - MUNICIPALITIES Municipality of the District of Argyle Municipality of the District of Barrington Municipality of the County of Pictou Municipality of the District of Yarmouth INDIVIDUAL GIFTS Braden Newell Brenda Kenney Bruce Young Cameron Woodland Charlene Fraser David F. Sobey Elena Mikelman Jennifer Chiasson Jodi Posavad Kelly McCarthy Laura Hicks Lindsey Bowman Lindsey LeFort Mark Parkhill (United Way - Hfx) Mark Sidebottom Matthew Kempton Michael Brown Michelle Bussey Michelle Fitzgerald Neety Coleman Pam Butler Paulette MacMullin Richard Power Shawn Nicholson Shirley Johnson Swati Singh Syed Hassan Troy Harnish William Bryden *We sincerely regret if we have overlooked anyone in our community of support from this listing.

Acadia University Admiral Insurance ADP Caisse Populaire de Clare CANSA CIBC Coastal Financial Credit Union Community Credit Union Cox & Palmer CPA NS CUA Dalhousie University Deloitte DND/Marlant Emera Jazz Aviation KBRS LaHave River Credit Union Michelin New Ross Credit Union Nova Scotia Power NSCC NS Works PwC RBC Scotiabank Staples Business Advantage TD Canada Trust Valley Credit Union Victory Credit Union Enactus

“JA is an excellent way to encourage students to start thinking about future job opportunities and learn how to set goals to land a job that they might really enjoy doing.”

- EFS Volunteer

BOARD OF OUR SPONSORS OUR SPONSORS GOVERNORS OUR SPONSORS

2019 2019

2019

2019

PRESENTING SPONSOR

CHAIRMANPRESENTING CIRCLE PRESENTINGSPONSOR SPONSOR Acadian Seaplants, JP and Louis Deveau

Saint Mary’s University, Robert Summerby-Murray

Assante Wealth Management, David M. Jones

WM Fares Group, Wadih Fares

Bell Canada, Glen LeBlanc

Read Management, Catherine Read

Charm Diamond Centers, Richard Calder

The Berkeley, Diane Campbell

PLATINUM SPONSORS Steele Auto Group, Rob Steele

Clearwater Fine Foods Inc., Colin MacDonald Dalhousie University, Peter MacKinnon Eastlink, John Bragg EY, Pamela Achenbach

content supply co.

MacPhee Ford, Al MacPhee

Supplement King, Roger King

PLATINUM SPONSORS Micco Companies, Mickey MacDonald

Wilson’s Fuel Group, Ian Wilson PLATINUM SPONSORS KPMG, Douglas Reid

Nova Scotia Power, Mark Sidebottom content

Crombie Reit, Frank Sobey

supply

co.

Rogers Communications, Troy Harnish

content supply co.

GOLD SPONSOR

Atlantic Lottery Corporation, Brent Scrimshaw

Sobeys School of Business (Master of Finance), Colin Dodds

Dal Medical Research Foundation, Brian Thompson

Southwest Properties, Josef (Jim) Spatz

GOLD SPONSOR Stantec, Hal Lewis

The Shaw Group, Dean Robertson Seaboard Transport Group, Mark Shannon

PwC, Maxime Lessard

Dalhousie University - Faculty of Management, Vivian Howard SILVER SPONSORS

Barrington Consulting Group, Andrew Creaser

GOLD SPONSOR Knightsbridge Robertson Surrettte, Jeff Forbes

BMO Bank of Montreal, Gary Anderson Boyne Clarke, Jamie MacNeil

Westwood Developments Ltd., Danny Chedrawe

SILVER SPONSORS IMP Solutions, Darrell Taylor

Lindsay Construction, Cory Bell Cluett Insurance Brokers Inc., Roy Cluett

Jabbco Holdings Ltd., Wadih Jabbour

Cox & Palmer, Daniel Gallivan

Quality Concrete, Thane Stevens

Royal LePage Atlantic, Carolyn Davis Stewart DHX, Michael Donovan

City Centre Property Management, Joe Ghosn BRONZE SPONSORS SPONSORS SILVER National Bank Financial Wealth Management, Greg Glynn

Grant Thornton LLP, Wade Taylor

RBC, Roger Howard Accomplice, Kristen Schnare BRONZE SPONSORS

HXA, Dawna Candelora Innovacorp, Malcolm Fraser

Advocate Printing & Publishing, Jill Murray & Sean Murray

McInnes Cooper, Karen Gardiner

Air Canada, Susan Grant

Nova Scotia Business Inc., Laurel Broten

Chorus Aviation, Joe Randell

Nova Scotia Gaming Corp., Bob Mackinnon

Crescendo Events, Kaitlyn Touesnard

NSCC, Don Bureaux Office Interiors, Jim Mills

East Coast Credit Union, Ken Shea BRONZE SPONSORS

Halifax Convention Centre, Carrie Cussons

QE II Foundation, Bill Bean

Revolve, Phil Otto

RBC Dominion Securities, Philip Jenkins

Stewart McKelvey, Lydia Bugden

RCS Construction, Doug Doucet

Deloitte, Paul Janes

Scotia Investments Limited, George Bishop

FMAV, Keith Budgell

Scotiabank, Jim Rogers Sobey School of Business, Harjeet Bhabra

2019

2019

CHAIRMAN CIRCLE

GOVERNORS BOARD OF GOVERNORS

Acadian Seaplants, JP and Louis Deveau

Saint Mary’s University, Robert Summerby-Murray

Assante Wealth Management, David M. Jones

WM Fares Group, Wadih Fares

Bell Canada, Glen LeBlanc

Read Management, Catherine Read

Charm Diamond Centers, Richard Acadian Seaplants, JP and LouisCalder Deveau

The Berkeley, Diane Campbell Saint Mary’s University, Robert Summerby-Murray

Clearwater Fine Foods Inc., ColinDavid MacDonald Assante Wealth Management, M. Jones Acadian Seaplants, JP and Louis Deveau Dalhousie University, MacKinnon Bell Canada, Glen Peter LeBlanc

Steele Auto Group, Rob Steele WM Fares Group, Wadih Fares

Assante Wealth Management, DavidCalder M. Jones Charm Diamond Centers, Richard Eastlink, John Bragg Clearwater FineLeBlanc Foods Inc., Colin MacDonald BellPamela Canada, Glen EY, Achenbach

WM Fares Group, Wadih Fares The Berkeley, Diane Campbell Micco Companies, Mickey MacDonald

Dalhousie Peter MacKinnon Charm Diamond Richard Calder MacPhee Ford,University, AlCenters, MacPhee Eastlink, John Bragg Clearwater Foods Colin MacDonald Nova ScotiaFine Power, MarkInc., Sidebottom

Supplement King, Diane Roger The Berkeley, Campbell KPMG, Douglas Reid King

CHAIRMAN CIRCLE

CHAIRMAN CIRCLE

Saint Mary’sKing, University, Robert Supplement Roger King Read Management, Catherine Read Summerby-Murray Steele Group, Rob Ian Steele ReadAuto Management, Catherine Wilson’s Fuel Group, Wilson Read Micco Companies, Mickey MacDonald Steele Auto Group, Rob Steele

Crombie Reit, Frank Sobey

EY, Pamela Achenbach

Wilson’s Fuel Group, Ian Wilson

MacPhee Ford, Al MacPhee

KPMG, Douglas Reid

Nova Scotia Power, Mark Sidebottom

Crombie Reit, Frank Sobey

Dalhousie University, Peter MacKinnon Rogers Communications, Troy Harnish Eastlink, John Bragg

EY, Pamela Achenbach Rogers Communications, Troy Harnish

Supplement King, Roger King Micco Companies, Mickey MacDonald Wilson’s Fuel Group, Ian Wilson

MacPhee Ford, Al MacPhee Atlantic Lottery Corporation, Brent Scrimshaw Nova Scotia Power, Mark Sidebottom Dal Medical Research Foundation, Brian Thompson Rogers Communications, Troy Harnish Atlantic Lottery Corporation, Brent Scrimshaw The Shaw Group, Dean Robertson

Sobeys School of Business (Master of Finance), Colin Dodds Stantec, Hal Lewis

Dalhousie MedicalGroup, Research Foundation, Seaboard Transport Mark ShannonBrian Thompson

Southwest Properties, Josef (Jim) Spatz PwC, Maxime Lessard

The Shaw Group, Dean Robertson Barrington Consulting Group, Andrew Creaser

Stantec, HalUniversity Lewis Dalhousie - Faculty of Management, Vivian Howard

Seaboard Transport Group, Mark Shannon

KPMG, Douglas Reid Sobeys School of Business (Master of Finance), Colin Dodds Crombie Reit, Frank Sobey Southwest Properties, Josef (Jim) Spatz

BMO Bank of Montreal, Gary Anderson Atlantic Lottery Corporation, Brent Scrimshaw Barrington Consulting Group, Andrew Creaser Boyne Clarke, Jamie MacNeil Dal Medical Research Foundation, Brian Thompson

PwC, Maxime Lessard

Lindsay Construction, Cory Bell The Shaw Robertson BoyneGroup, Clarke, Dean Jamie MacNeil Cluett Insurance Brokers Inc., Roy Cluett Seaboard Transport Group, Mark Lindsay Construction, Cory Bell Shannon

Stantec,Developments Hal Lewis Ltd., Danny Chedrawe Westwood

BMO Bank of Montreal, Gary Anderson

Knightsbridge Robertson Surrettte, Jeff Sobeys School of Business (Master of Forbes Finance), Colin Dodds Westwood Ltd.,(Jim) Danny Chedrawe SouthwestDevelopments Properties, Josef Spatz

Dalhousie University - Faculty of Management, Vivian Howard Knightsbridge Robertson Surrette, Jeff Forbes

IMP Solutions, Darrell Taylor

Jabbco Holdings Ltd., Wadih Jabbour

PwC, Maxime Lessard IMP Solutions, Darrell Taylor

Cox &Cluett Palmer, Daniel Brokers Gallivan Barrington Consulting Group, Andrew Creaser Insurance Inc., Roy Cluett Royal LePage Atlantic, Carolyn Davis Stewart Cox & Palmer, Daniel Gallivan BMO Bank of Montreal, Gary Anderson

Quality Concrete, Stevens Dalhousie University - Faculty of Management, Vivian Howard Jabbco Holdings Ltd.,Thane Wadih Jabbour

DHX, Michael Donovan Royal LePage Atlantic, Carolyn Davis Stewart Boyne Clarke, Jamie MacNeil DHX, Michael Donovan Grant Thornton LLP, Wade Lindsay Construction, CoryTaylor Bell

National Financial Wealth Management, Greg Glynn City CentreBank Property Management, Ghosn Westwood Developments Ltd.,Joe Danny Chedrawe

Thornton LLP, Wade Taylor HXA, Grant Dawna Candelora

Cluett Insurance Brokers Inc., Roy Cluett HXA, Dawna Candelora Innovacorp, Malcolm Cox & Palmer, DanielFraser Gallivan Innovacorp, Malcolm Fraser

McInnes Cooper, Karen Carolyn GardinerDavis Stewart RoyalMcInnes LePage Atlantic, Cooper, Karen Gardiner Nova Scotia Business Inc., DHX, Michael Donovan Laurel Broten Nova Scotia Business Inc., Laurel Broten

Nova Scotia Gaming Corp., Bob Mackinnon GrantNova Thornton Wade Taylor Scotia LLP, Gaming Corp., Bob Mackinnon NSCC, Don Don Bureaux Bureaux HXA,NSCC, Dawna Candelora Office Interiors, Jim Jim MillsMills Innovacorp, Malcolm Fraser QE II QE Foundation, Bill II Foundation, Bean Bill Bean McInnes Cooper, Karen Gardiner RBC Dominion Securities, Philip Jenkins RBC Dominion Securities, Philip Jenkins Nova Scotia Business Inc., Laurel Broten RCS Construction, Doug Doucet RCS Construction, Doug Doucet Nova Scotia Gaming Corp., Bob Mackinnon Investments Limited, George Bishop ScotiaScotia Investments Limited, George Bishop NSCC, Don Bureaux Scotiabank, Jim Rogers Scotiabank, Jim Rogers OfficeSobey Interiors, Jim School of Mills Business, Harjeet Bhabra Sobey School of Business, Harjeet Bhabra QE II Foundation, Bill Bean

City Centre Property Management, Joe Ghosn Quality Concrete, Thane Stevens Knightsbridge Robertson Surrettte, Jeff Forbes National BankHoward Financial Wealth Management, Greg Glynn RBC, Roger

IMP Solutions, Darrell Taylor

RBC, Roger Howard Accomplice, Kristen Schnare

Jabbco Holdings Ltd., Wadih Jabbour

Accomplice, Kristen Schnare Advocate Printing & Publishing, Jill Murray & Sean Murray

Quality Concrete, Thane Stevens Air Canada, Susan Grant Centre Property AirCity Canada, Susan Grant Management, Joe Ghosn Chorus Aviation, Joe Randell National Bank Financial Wealth Management, Greg Glynn Advocate Printing & Publishing, Jill Murray & Sean Murray Chorus Aviation, Joe Randell

Crescendo Events, Kaitlyn Touesnard

RBC, Roger Howard Crescendo Events, Kaitlyn Touesnard

EastCoast CoastCredit Credit Union, Shea East Union, KenKen Shea Accomplice, Kristen Schnare

HalifaxConvention Convention Centre, Carrie Cussons Halifax Centre, Carrie Cussons Advocate Printing & Publishing, Jill Murray & Sean Murray Revolve, Phil Otto Revolve, Phil Otto

Air Canada, Susan Grant

Stewart Lydia Bugden StewartMcKelvey, McKelvey, Lydia Bugden

Chorus Aviation, Joe Randell

Deloitte, Janes Deloitte,Paul Paul Janes

Crescendo Events, Kaitlyn Touesnard

FMAV, Budgell FMAV,Keith Keith Budgell

East Coast Credit Union, Ken Shea National PR, Kevin McCann

Halifax Convention Centre, Carrie Cussons Tartan Interiors, Chris Chisolm Revolve, Phil Otto Rhonda & Nassim Ghosn

RBC Dominion Securities, Philip Jenkins

Stewart McKelvey, Lydia Bugden

RCS Construction, Doug Doucet

Deloitte, Paul Janes

Scotia Investments Limited, George Bishop

FMAV, Keith Budgell

Scotiabank, Jim Rogers Sobey School of Business, Harjeet Bhabra

*At time of printing

Laureate Leadership Program Each year, three students from Company Program are selected to be paired with incoming new Laureates.

They have the opportunity for one-on-one mentorship as well as speaking opportunities through the Business Hall of Fame program, including emceeing the spring gala event.

The Business Hall of Fame gives youth in Company Program the opportunity to be hosted by c-suite executives for an evening of celebrating successful business leaders in Nova Scotia. Not only does the Business Hall of Fame raise critical funds for Junior Achievement programming, but it gives students the chance to network with some of the most well-known business names in the province.

things, and are not only an inspiration in their industry, but for all business in Nova Scotia and beyond.” – Maddy Spriet about Stephanie & Maurizio Bertossi “The Bertossi’s are truly amazing people and amazing mentors, they have many experiences and stories that we got to learn from in our time with them.” - Maddy Spriet about Stephanie & Maurizio Bertossi

“Meeting Joe Ramia was like attending a JA event, I got to meet a new friend and got to learn all about business. There is no denying that Joe is both driven and hard-working.” – Amy Hoadley about Joe Ramia “On our tour of the Nova Centre, Joe showed us so many things that had a deeper meaning and connection to Halifax. There were several colours and “Getting to experience the Laureate Leadership program with Jack Flemming was so special. Jack is one of the friendliest people I have ever met - he is so authentic. We all got to visit his asphalt plant and I was surprised that Jack knows and talks to everyone.

So many employees to remember, but he has a personal relationship with all of them! If there was one person in the room Jack didn’t know, he would go up personally and introduce himself. He showed me just how important personal connection and friendship is in running a business.” – Eric Zhang about Jack Flemming

designs that symbolized the ocean and the Halifax Harbour. Even the shape of the building resembles a ship with the bow facing toward the open water to represent moving forward. This showed me how detailoriented and thoughtful Joe really is.” – Amy Hoadley about Joe Ramia “Stephanie and Maurizio taught me that business is not just one thing. Yes, it is the accounting, the marketing, and the finances. But it also relationship building, mentorship, and customer service. The two of them have done a marvellous job excelling in all of these

2019 Nova Scotia Business Hall of Fame Laureates Jack Flemming

In 1962, Jack Flemming began his career at Municipal Spraying and Contracting after finishing his Mechanical Engineering degree from DalTech. Nearly 12 years later, Jack left his road building job to start his own company, Ocean Contractors Limited, which specializes in asphalt and ready-mix concrete. Jack retired in 2014, leaving his two sons, Scott and John, in charge of continuing his businesses. Jack has received several impressive awards and recognitions in his lifetime, including Honorary Doctorates from Saint Mary’s and Dalhousie University, and was appointed a Member of the Order of Canada in 2003. Jack support a number of charitable organizations, through his own Flemming Charitable Foundation. The charity began in 1999 and is run by himself, his wife, Marion, and their four children. The foundation helps supports local charities serving women, men and families. Currently, Jack is the Chair of the Capital Campaign for Hospice Halifax to build Halifax’s first hospice, which opened this spring.

“Thank you so much for nominating me for induction into this year’s Junior Achievement Nova Scotia Business Hall of Fame. A wonderful organization supporting the future business leaders of Nova Scotia.”

Joe Ramia

Joe Ramia is the CEO of Rank Incorporated, a real estate development company with a portfolio of over three million square feet of space in Nova Scotia. From humble beginnings working in his family’s restaurant, Joe moved on to a career in the furniture business in the midseventies and has since become a major player in Atlantic Canada’s furniture industry. Joe has served as chair of the Canadian Furniture Council, and in 2010, was honoured as the Canadian Furniture “Retailer of the Year”. While working in the furniture business, Joe’s business interests expanded to real estate development. His most recent development is the Nova Centre – a one million square foot complex that houses the Halifax Convention Centre, office towers, a hotel, retail and public spaces. In addition to his business interests, Joe is very much involved with several charities in the Halifax area, including the Mental Health Foundation and the QEII Health Foundation, where he has created a chair in Cancer Research.

“I am humbled to be inducted into the JA Nova Scotia Business Hall of Fame and to be included in such an illustrious group of Laureates. It is my honor to have the opportunity to join them in encouraging and supporting the future leaders of this beautiful province.”

Stephanie and Maurizio Bertossi

Stephanie and Maurizio Bertossi opened their first Italian restaurant in Dartmouth in 1984. Together, they have been a business power-couple who have owned and operated more than 10 awardwinning restaurants, shaping the landscape of dining in Halifax and beyond for the past 30 years.

Stephanie and Maurizio poured a lifetime of passion into their restaurants, constantly reinventing their businesses and investing in the community around them. The Bertossi’s have mentored multiple generations of young professionals and have supported numerous charitable initiatives throughout the years, including Feed Nova Scotia, the Heart and Stroke Foundation of Nova Scotia, the Art Gallery of Nova Scotia, the QEII Foundation and the Mental Health Foundation of Nova Scotia.

“We are very honoured to be inducted into the JA Nova Scotia Business Hall of Fame. We strongly believe in supporting young entrepreneurs and future business leaders and have tried to be an example of what is possible with hard work and determination. We could not have had the success we did without the help of our incredible team and our loyal clients and business partners throughout the years, whose support has meant so much to us.”

Est. 2017

The Legacy Project Commemorating our Laureates Securing JA’s Future

1 2 3

Phase #1 The Digital Wall An interactive, audio/video wall, fully integrated into the architecture of the atrium space of the Halifax Convention Centre. Accessible through touch navigation, Laureate’s have individual curated media galleries, featuring biographies, articles and video.

Phase #2 The Portrait Gallery The portraits are culturally significant content which represents our economic heritage. A curated gallery will provide additional narrative content and an educative experience. The gallery will be hosted by the Rowe School of Management at Dalhousie University.

Phase #3 Sustainability for JA Through the development of the projects, funds not used in the capital projects will be set aside for JA’s ongoing sustainability as a restricted endowment fund.

Laureate Advisory Council: Wadih Fares (chair), Frank Sobey, Chris Huskilson, Irene d’Entremont, Steve Smith and Kristin Williams (JA)

Financial Status Report Thank you to all of our investors from the Laureate Community Wadih Fares Chris Huskilson Frank Sobey Irene d’Entremont Steve Smith George Caines Stephen O’Regan Mary O’Regan

Jim Eisenhauer Josephine Eisenhauer Pete Luckett Al MacPhee Bill Black Rob Steele Joe Randell Steve Parker

Jim Spatz Colin MacDonald Donald Sobey David Sobey Sharon Calder Richard Calder Bill Ritchie

Sir Graham Day Fred Fountain Annette Verschuren Diane Campbell Joe Shannon

$794,241- Pledged

$635,906 - Recieved Financial Allocations Digital Wall (32.76%) Portrait Gallery (30.72%)

Approved JA Projects (19.58%) JA Sustainability Fund (16.93%)

Summary of Funds Raised Increase $900,000

$130,412

800,000

$159,619

700,000 600,000

$244,000

500,000 400,000 300,000

$260,210

200,000 100,000 0 Digital Wall

Portrait Gallery

Approved JA Costs Sustainability Fund

Thank you to our partners: Halifax Convention Centre, Rank Inc., Accomplice Content Supply Co., Dot2Dot, Westbury National, Lord Culture Resources, and Dalhousie University

Strategic Plan

A

C

B

D

1 2

3 4

5

6

Financial Statement An independent audit of JA Nova Scotia’s financial statements was conducted by Baker Tilly in accordance with Canadian accounting standards for the not-for-profit sector and the Canadian generally accepted auditing standards.

Baker Tilly found that JA Nova Scotia’s financial statements present fairly, in all material aspects, as at June 30, 2019 and 2018. A summary of the statements appears here and a full copy of the statements are available upon request.

JUNIOR ACHIEVEMENT OF NOVA SCOTIA STATEMENT OF OPERATIONS JUNE 30, 2019 FOR THE YEAROF ENDED STATEMENT OPERATIONS

4

FOR THE YEAR ENDED JUNE 30, 2019 Unrestricted Operating Fund $ REVENUES Contributions Sponsorships and donations Fundraising events Government grants (Note 8) In-kind (Note 9) Amortization of deferred capital contribution (Note 7) Investment income

307,758 166,408 -

OPERATING EXPENSES Administration Amortization Bad debts Fundraising In-kind JACAN fees Professional fees Program Rent Salaries and benefits

EXCESS (DEFICIENCY) OF REVENUES OVER EXPENSES

(

Unrestricted Business Hall of Fame Fund $ 68,150 289,000 54,462 -

Restricted Legacy Fund

Restricted Memorial Fund

$

$

2019

2018

$

$

169,849 18,000

-

169,849 375,908 289,000 166,408 72,462

446,188 315,838 314,120 147,302 109,878

18,262 2,119

-

18,262 2,119

3,044 688

-

1,094,008

1,337,058

474,166

411,612

208,230

40,093 9,394 5,550 8,490 32,311 10,544 81,998 26,181 365,809

8,025 102,587 54,462 3,244 8,179 111,715

18,262 18,000 67,495 40,000

1,000 -

48,118 27,656 5,550 111,077 72,462 32,311 81,283 91,177 26,181 517,524

37,329 4,212 14,500 103,803 109,878 48,003 18,137 103,410 32,703 520,803

580,370

288,212

143,757

1,000

1,013,339

992,778

106,204)

123,400

64,473

80,669

344,280

(

1,000)

Charitable Registration: 10755 4271 RR0001

info@janovascotia.ca | 201-1223 Lower Water Street | Halifax, NS | B3J 3S8 @janovascotia

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JA Nova Scotia

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