MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Mike Allen CONSTITUENCY: Fort McMurray-Wood Buffalo Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or aesthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR M IKE ALLEN
FORM 1: MEMBER (Mike Allen)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Principal Residence: Fort McMurray Secondary residence: Edmonton Recreational Property: Ashmont
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans TD Waterhouse: Equity: Suncor Energy Inc.; Planet Health Servus Credit Union
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits Two tickets to Keyano College Foundation Gala fundraiser on November 3, 2013 provided by ATCO Electric
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages Servus Credit Union
Loans or Lines of Credit Servus Credit Union Guarantees N/A
Other CIBC VISA
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR M IKE ALLEN
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Susan Allen)
INCOME
Source Nature of Income Susan Allen Holdings Ltd. Salary
ASSETS
Real Property Residence: Okotoks
Bank, Trust Company or Other Financial Servus Credit Union Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit Ford Credit
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEM ENT FOR M IKE ALLEN
FORM 4: PRIVATE CORPORATIONS (620884 Alberta Ltd.; B K W Enterprises Ltd.; Susan Allen Holdings Ltd.; DMP Capital Ltd.)
INCOME
Source Nature of Income
620884 Alberta Ltd. N/A B K W Enterprises Ltd. Retail Sales Susan Allen Holdings Ltd. Retail Sales
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial All Corporations: Servus Credit Union Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and Susan Allen Holdings Ltd.: Servus Credit Union Similar Instruments Term Deposit 630884 Alberta Ltd.: Servus Credit Union Term Deposit
Annuities and Life Insurance Policies N/A
Other Assets 620884 Alberta Ltd. - chattels B K W Enterprises Ltd. and Susan Allen Holdings Ltd. - inventory
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other B K W Enterprises Ltd. – CIBC VISA
FINANCIAL INTERESTS
BKW Enterprises Ltd.
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Moe Amery CONSTITUENCY: Calgary-East
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR M OE AM ERY
FORM 1: MEMBER (Moe Amery)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
Rental Properties Rent
ASSETS
Real Property Principal Residence: Calgary Secondary Residences: Edmonton Calgary Rental Properties: 320 Pinewood Close NE; 156 Dovertree Place SE; Lockend Road NW Edmonton Rental Property: 904, 12121 Jasper Ave.
Bank, Trust Company or Other Financial TD Canada Trust Bank Institution
Registered Savings Plans TD Canada Trust: TD Managed Aggressive Growth Portfolio
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A N/A Gifts and Personal Benefits
Travel on Non-Commercial Aircraft N/A
LIABILITIES
Mortgages The Mutual Group; MCAP
Loans or Lines of Credit TD Canada Trust
Guarantees N/A
Other N/A
FINANCIAL INTERESTS N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR M OE AM ERY
FORM 2: MEMBER’S SPOUSE OR ADULT INTERDEPENDENT PARTNER (Mariam Amery)
INCOME
Source Nature of Income
Rental Properties Rent
ASSETS
Real Property Residence: Calgary; Edmonton Calgary Rental Properties: 320 Pinewood Close NE; 156 Dovertree Place SE; Lockend Road NW Edmonton Rental Property: 904, 12121 Jasper Ave.
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages The Mutual Group; MCAP
Loans or Lines of Credit TD Canada Trust
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEM ENT FOR M OE AM ERY
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 1)
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans RESP
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 p
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Robert Anderson CONSTITUENCY: Airdrie Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or aesthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR ROBERT ANDERSON
FORM 1: MEMBER (Robert Anderson)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity Rental Property Rent
ASSETS
Real Property Principal Residence: Airdrie Rental Property: Airdrie
Bank, Trust Company or Other Financial TD Canada Trust Institution
Registered Savings Plans Equities: Toronto Dominion Bank; Russell Metals
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; Sun Life Financial
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits MEG Energy flights (May 2014)
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages CIBC First Line Mortgage; Street Mortgage
Loans or Lines of Credit Bank of Montreal; Royal Bank
Guarantees N/A
Other N/A
FINANCIAL INTERESTS N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Drew Barnes CONSTITUENCY: Cypress – Medicine Hat Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR DREW BARNES
FORM 1: MEMBER (Drew Barnes)
INCOME (includes income received in 2013)
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
814835 Alberta Inc. Salary
Other Interest and Dividends from Related Companies Rental Income ASSETS
Real Property Residence: Medicine Hat Rental Properties: 2351-20 Ave SE Medicine Hat 370-4 Street NW, Medicine Hat 905-1 Street SE, Medicine Hat 29 Gray Crescent NW, Medicine Hat 360-4 Street, Medicine Hat 44-8 Street SE, Medicine Hat 1124 Dominion Street SE, Medicine Hat 2337-19 Ave SE, Medicine Hat 426, 430-5 Street, Medicine Hat 20 East Glen Crescent SE, Medicine Hat 902 Johnson Street, Victoria
Bank, Trust Company or Other Financial TD Canada Trust Institution
Registered Savings Plans -Scotia Bank: GICs -Scotia iTrade: Microsoft Corp., Northern Property Real Estate, Regions Financial Corp, Royal Bank of Canada, Suncor Energy, Telecom Corp of New Zealand, Top 10 Canadian Financial Trusts, TD Bank, Visa Inc. -Olympia Trust Company: Walton AZ Verona Investment Corporation, Walton TX Austin Land Investment Corporation -London Life: Canadian Equity
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments Annuities and Life Insurance Policies MLA Group Plan; Manulife Financial;
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR DREW BARNES
The Co-operators
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages ATB Financial; Scotia Bank
Loans or Lines of Credit Scotia Bank
Guarantees Belcore Homes Ltd. and Belcore Holdings Ltd.
Other Royal Bank of Canada
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR DREW BARNES
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Frances Pennington Barnes)
INCOME
Source Nature of Income
Prairie Rose School Division Salary
814835 Alberta Ltd. Salary
Other -Interest and Dividends from Related Companies -Wages from Related Companies -Rental Income
ASSETS
Real Property -Residence: Medicine Hat -Recreational: Lease Land in Cypress Hills InterProvincial Park -Rental Properties: 801-8 St. SE, Medicine Hat 18 Rossmere Close SE, Medicine Hat 718-8 St. SE, Medicine Hat 2 Craig Road SE, Medicine Hat 209-7 Ave Elkwater 254 Carry Drive SE, Medicine Hat 312-9 St. SE, Medicine Hat 746-11 St. SE, Medicine Hat 940 Ross Glen Drive SE, Medicine Hat 41/43 Sage Road SE, Medicine Hat 535B Princess Ave SE, Medicine Hat 8 Ross Heights Green, Medicine Hat 4880 Southlands Dr SE, Medicine Hat 4878 Southlands Dr SE, Medicine Hat 4902 Southlands Dr SE, Medicine Hat 4904 Southlands Dr SE, Medicine Hat 288-9th Street SW, Medicine Hat
Bank, Trust Company or Other Financial TD Canada Trust; Scotia Bank; ATB Financial Institution
Registered Savings Plans -Scotia Bank: GIC -Scotia Bank iTrade: Equities: Atlantic Power Corporation, Bank of Montreal, Cenovus Energy Inc., Enbridge Inc., Royal Bank of Canada, Toronto Dominion Bank
Canada Savings Bonds and Investments N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR DREW BARNES
Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Manulife Financial; Royal Bank
Pension Rights Alberta Teachers Retirement Fund
Other Assets Equities: Royal Bank Mortgage to M. & M. Osgood
LIABILITIES
Mortgages ATB Financial; TD Canada Trust; Scotia Bank
Loans or Lines of Credit Scotia Bank; Royal Bank
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5 PUBLIC DISCLOSURE STATEMENT FOR DREW BARNES
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 1)
INCOME (includes income received in 2013)
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Registered Education Savings Plans Canadian Scholarship Trust
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 6 PUBLIC DISCLOSURE STATEMENT FOR DREW BARNES
FORM 4: PRIVATE CORPORATIONS (494294 Alberta Ltd.)
INCOME
Source Nature of Income
Rental Properties Rental Income
ASSETS
Real Property Medicine Hat Properties: 642 Industrial Avenue 640 Industrial Avenue 839-10 Street SE 77 Crockett Way SE 35 Crockett Way SE 20 Rossland Blvd SE 492-12 Street SE 1036 Dominion Street SE 845-10 Street SE 803 Kingsway Ave SE 9 Cocks Way SE 1012 Elm Street SE 749-8 Street SE 3065 Dunmore Road SE 51 Cairney Crescent SE 120 Ranchlands Way NE 961-2 Street SE 1116 Kingsway Ave SE 1102 Kingsway Ave SE 1118 Kingsway Ave SE 1128 Kingsway Ave SE 1122 Kingsway Ave SE Brooks Properties: 9 Chinook Crescent 136 Centre Street 26 Westbrook Crescent 28 Westbrook Crescent 54 Westbrook Crescent 56 Westbrook Crescent Wetaskiwin: 4810-53 Ave Blairmore: 13101-21 Ave
Bank, Trust Company or Other Financial Scotia Bank; ATB Financial Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 7 PUBLIC DISCLOSURE STATEMENT FOR DREW BARNES
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets Accounts Receivables including loans due from: 590958 Alberta Inc.; Chute 9 Roping Cattle; 1194028 Alberta Inc.; 941703 Alberta Ltd.; 814835 Alberta Ltd.; 1401293 Alberta Inc.
LIABILITIES
Mortgages TD Canada Trust; ATB Financial; Scotia Bank; Royal Bank; First National Financial
Loans or Lines of Credit N/A
Guarantees N/A
Other Shareholder Loans
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 8 PUBLIC DISCLOSURE STATEMENT FOR DREW BARNES
FORM 4: PRIVATE CORPORATIONS (590958 Alberta Inc.)
INCOME
Source Nature of Income
Rental Properties Rental Income
ASSETS
Real Property All Medicine Hat Properties: 403 Clennel Crescent SE 606 Clennel Crescent SE 607 Clennel Crescent SE 404 Clennel Crescent SE 1010 Centre Street, BI 657-7 Street 1245 Elm Street SE Units 1-4, 98 Cooper Road
203 Cooney Road SE 408 Aberdeen Street SE 903 Clennel Crescent SE 402 Clennel Crescent SE 406 Clennel Crescent SE 44-14 Street NW 966 Queen Streen SE 405 Clennel Crescent SE 802 Clennel Crescent SE 206 Cooney Road SE 304 Cooney Road SE
Units 1-4, 1762-16 Ave SE 929-2 Street SE 663-7 Street SE 511 Dundee Street SE 177 Cochran Drive NW 50 Gray Crescent NW 84 Stevenson Street SE 503 Clennel Crescent SE 280-3 Street SE 284 Ross Glen Drive SE 1014 Centre Street, BI
141 Shields Crescent SE 26 & 28 Westbrook 54 & 56 Westbrook 701 Clennel Crescent SE 104 Clennel Crescent SE 706 Clennel Crescent SE 1909-3 Avenue NE 112-4 Avenue SE
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 9 PUBLIC DISCLOSURE STATEMENT FOR DREW BARNES
Real Property (Continued) 116-4 Avenue SE 104 Clennel Crescent SE 401 Clennel Crescent SE Bank, Trust Company or Other Financial Scotia Bank Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages Royal Bank; Scotia Bank; First Line Mortgage
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 10 PUBLIC DISCLOSURE STATEMENT FOR DREW BARNES
FORM 4: PRIVATE CORPORATIONS (941703 Alberta Ltd. and 814835 Alberta Ltd.)
INCOME
Source Nature of Income
814835 Alberta Ltd. Sale of Client Base
ASSETS
Real Property 941703 Alberta Ltd.: 26 quarters of land, Special Areas No. 2
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies 941703 Alberta Ltd.: Wawanesa Life
Other Assets 814835 Alberta Ltd.: -Office Equipment and Automobile; -Loans to: Chute 9 Roping Cattle Inc.; 941703 Alberta Ltd.; 494294 Alberta Inc.; 814835 Alberta Ltd.
LIABILITIES
Mortgages 941703 Alberta Ltd.: Farm Credit Canada
Loans or Lines of Credit 941703 Alberta Ltd.: Scotia Bank lines of credit
Guarantees N/A
Other 814835 Alberta Ltd.: Shareholder Loans
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 11 PUBLIC DISCLOSURE STATEMENT FOR DREW BARNES
FORM 4: PRIVATE CORPORATIONS (1194028 Alberta Ltd.; 1401293 Alberta Inc.; Wayne’s Mini Storage)
INCOME
Source Nature of Income
1194028 Alberta Ltd. Rental Income 1401293 Alberta Inc. Rental Income Wayne’s Mini Storage Rental Income
ASSETS
Real Property 1194028 Alberta Ltd. 329 & 341 Bradbrooke, Medicine Hat 2-5 Street SW, Medicine Hat 7-5 Street SW, Medicine Hat 8-5 St SW, Medicine Hat Yorkton – 3 lots: 7 Alderwood Place Maple Creek – 2 lots: 101 Lonsdale Street
1401293 Alberta Inc. 861-3 Street SE Medicine Hat 117-1 Avenue S, Medicine Hat
Wayne’s Mini Storage Mini Storage 34-3 St NE, Medicine Hat 803B Kingsway Medicine Hat 44-3 Street SE Medicine Hat 62-3 Street NE Medicine Hat 34-3 Street SE Medicine Hat
Bank, Trust Company or Other Financial 1194028 Alberta Ltd.: Cornerstone Credit Institution Union 1401293 Alberta Inc. and Wayne’s Mini Storage: Scotia Bank
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 12 PUBLIC DISCLOSURE STATEMENT FOR DREW BARNES
Other Assets N/A
LIABILITIES Mortgages 1194028 Alberta Ltd.: Canadian Western Bank
Loans or Lines of Credit 1194028 Alberta Ltd.: 494294 Alberta Inc.; 590958 Alberta Inc.; 814835 Alberta Inc.; Drew/Frances Barnes Wayne’s Mini Storage: -Business Development Bank of Canada ; Frances Barnes
Guarantees N/A
Other 1401293 Alberta Inc.: Wheat Country Holdings; 494294 Alberta Inc.; D./F. Barnes; 590958 Alberta Inc.
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 13 PUBLIC DISCLOSURE STATEMENT FOR DREW BARNES
FORM 4: PRIVATE CORPORATIONS (Chute 9 Roping Cattle Inc.)
INCOME
Source Nature of Income
Other Crop Sales Livestock Sales Rodeo Stock
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial Royal Bank, Olympia Trust Co. Institution
Canada Savings Bonds and Investments Royal Bank Agristability Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets Equipment/Vehicles Inventory: Cattle; Hay/Straw/Silage
LIABILITIES
Mortgages N/A
Loans or Lines of Credit -Ally Financial -Royal Bank -Farm Credit Canada: -Other: D & F Barnes; 941703 Alberta Ltd.; 590958 Alberta Ltd.; 494294 Alberta Inc.; 814835 Alberta Ltd.
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 14 PUBLIC DISCLOSURE STATEMENT FOR DREW BARNES
FORM 4: PRIVATE CORPORATIONS (Belcore Homes Ltd. and Belcore Holdings Ltd.)
INCOME
Source Nature of Income
Belcore Homes Ltd. Construction Sales
Belcore Holdings Ltd. Rental Income
ASSETS Belcore Holdings Ltd.: Real Property Rental Properties in Medicine Hat: 949-3 Street; 122/124 Terrace; 95 Hamilton; 450-6 Street; 4908 Southlands; 4848 Southlands; 4850 Southlands
Bank, Trust Company or Other Financial Canadian Western Bank Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets -Belcore Holdings Ltd.: Equipment and Vehicles -Belcore Homes Ltd.: 20 Industrial Drive, Redcliffe 1 Desert Blume Crescent; 337 Ranchview Court 339 Ranchview Place; 5 Desert Blume Gate 11 Links Bay
LIABILITIES
Mortgages -Belcore Holdings Ltd.: Canadian Western Bank -Belcore Homes Ltd.: Canadian Western Bank, Scotia Bank
Loans or Lines of Credit N/A
Guarantees N/A
Other Belcore Holdings Ltd.: Shareholders Loans
FINANCIAL INTERESTS
Belcore Homes Ltd.: Legacy
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 15
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. Naresh Bhardwaj CONSTITUENCY: Edmonton-Ellerslie Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. NARESH BHARDWAJ
FORM 1: MEMBER (Hon. Naresh Bhardwaj)
INCOME (includes income received in 2013)
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance Associate Minister Allowance Rental Property Rent
ASSETS
Real Property Principal Residence: Edmonton Rental Property: Suite 7, 10639 – 112 Street
Bank, Trust Company or Other Financial ATB Financial; Scotia Bank Institution
Registered Savings Plans Scotia Bank
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights Alberta Teachers’ Retirement Fund
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages TD Canada Trust
Loans or Lines of Credit ATB Financial
Guarantees TD Canada Trust
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. NARESH BHARDWAJ
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Sunita Bhardwaj)
INCOME (includes income received in 2013)
Source Nature of Income Rental Property Rent Reliance Motors/Thrifty Car Rental Salary
ASSETS
Real Property Principal Residence: Edmonton Rental: Suite 16, 10639 – 112 Street;
Bank, Trust Company or Other Financial ATB Financial; Scotia Bank, TD Canada Trust Institution
Registered Savings Plans Scotia Bank
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Canada Life
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages TD Canada Trust
Loans or Lines of Credit ATB Financial
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. Manmeet S. Bhullar CONSTITUENCY: Calgary-Greenway Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. MANMEET BHULLAR
FORM 1: MEMBER (Hon. Manmeet Bhullar)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance Minister Allowance
ASSETS
Real Property Residence: Calgary
Bank, Trust Company or Other Financial Royal Bank, CIBC, Bank of Montreal Institution
Registered Savings Plans Bank of Montreal - GICs
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and CIBC Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan Canada Life
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages National Bank Financial
Loans or Lines of Credit Alberta and Canada Student Loans
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
Personal loan to parents and friend.
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. MANMEET BHULLAR
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Namrita Rattan)
INCOME
Source Nature of Income Rental Property Rent Surich Recruitment Salary
ASSETS
Real Property Residence: Calgary Rental: 4604 Greenview Drive NE, Calgary
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Khalsa Credit Union; Concentra Financial
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Sun Life Financial
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages Royal Bank, National Bank Financial
Loans or Lines of Credit Khalsa Credit Union, TD Canada Trust
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Gary Bikman CONSTITUENCY: Cardston – Taber - Warner Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR GARY BIKMAN
FORM 1: MEMBER (Gary Bikman)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance Government of Canada CPP/OAS RRSP Income
ASSETS
Real Property Residence: Stirling
Bank, Trust Company or Other Financial HSBC Institution
Registered Savings Plans Desjardins Investments Inc.: Dynamic Equity Income Fund, Dynamic Precious Metals Fund, AIM Invesco Inactive Strategic Yield Protfolio
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; Manulife Financial
Pension Rights N/A Personal loans to Chopstix International Other Assets Franchising Inc. and Chopstix Restaurants Inc. N/A Gifts and Personal Benefits
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit Servus Credit Union; Toyota Canada
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
Bikman Holdings Ltd.
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR GARY BIKMAN
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Sheila Cooper-Bikman)
INCOME (includes income received in 2013)
Source Nature of Income RRSP Income
ASSETS
Real Property Residence: Stirling
Bank, Trust Company or Other Financial HSBC Institution
Registered Savings Plans Desjardins Investments Inc.: TD Real Return Bond Fund; Manulife Fidelity Canadian Bond Fund, Manulife AIM Canadian Balanced Fund, Manulife CI Harbour Growth and Income
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and Royal Bank Similar Instruments
Annuities and Life Insurance Policies Sun Life Financial
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR GARY BIKMAN
FORM 4: PRIVATE CORPORATIONS (Bikman and Associates Consulting Inc., Bikman Holdings Development Ltd., Chopstix International Franchising Inc. and Chopstix Restaurants Inc.)
INCOME (includes income received in 2013)
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit Chopstix International and Chopstix Restaurants Inc.: Loans payable to Gary Bikman
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2013)
NAME OF MEMBER: Deron Bilous CONSTITUENCY: Edmonton – Beverly - Clareview Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR DERON BILOUS
FORM 1: MEMBER (Deron Bilous)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance Rental Property Rent
ASSETS
Real Property Residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Retirement Savings Plans Olympia Trust Company: Mortgage Fund TD Waterhouse:
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages ICICI Bank; Scotiabank
Loans or Lines of Credit Servus Credit Union
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
679373 Alberta Ltd.
As at April 1, 2014, including material amendment changes to November 30, 2013 Page 2
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Laurie Blakeman CONSTITUENCY: Edmonton-Centre
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR LAURIE BLAKEM AN
FORM 1: MEMBER (Laurie Blakeman)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Residence: Edmonton Recreational: Scottsdale, Arizona; Lawrence Lake, Alberta
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans CIBC Wood Gundy: Portfolio Series Conservative Balanced Fund; Tax-Effective Total Balanced Fund
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; American Express
Pension Rights N/A N/A Other Assets
Gifts and Personal Benefits N/A Travel on Non-Commercial Aircraft N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit Servus Credit Union
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR LAURIE BLAKEM AN
FORM 2: MEMBER’S SPOUSE OR ADULT INTERDEPENDENT PARTNER (Ben Henderson)
INCOME
Source Nature of Income
City of Edmonton Salary
ASSETS
Real Property Residence: Edmonton Recreational: Scottsdale, Arizona; Lawrence Lake, Alberta
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Great West-London Life; CIBC Wood Gundy
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Canada Life
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit Servus Credit Union
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
Running with Scissors Theatre
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Dr. Neil Brown, Q.C. CONSTITUENCY: Calgary - MacKay - Nose Hill
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR DR. NEIL BROW N
FORM 1: MEMBER (Neil Brown)
INCOME (includes income received in 2013)
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
Government of Canada CPP
ASSETS
Real Property Residence: Calgary Secondary residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution CIBC: GICs, mutual funds: CIBC Monthly Registered Savings Plans Income Fund, Emerging Markets Index Investors Group: Mutual Funds ATB: GIC’s TFSA: First Calgary Savings and Credit Union
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan N/A Pension Rights
Other Assets N/A
Gifts and Personal Benefits N/A Travel on Non-Commercial Aircraft N/A
LIABILITIES
Mortgages CIBC
Loans or Lines of Credit CIBC line of credit N/A Guarantees
Other N/A
FINANCIAL INTERESTS
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR DR. NEIL BROW N
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEM ENT FOR DR. NEIL BROW N
FORM 4: PRIVATE CORPORATIONS (963309 Alberta Ltd.)
INCOME
Source Nature of Income Imler Farms Rent
ASSETS
Real Property Portion of S.E. ¼ 27-21-20-W4
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A N/A Loans or Lines of Credit
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Pearl Calahasen CONSTITUENCY: Lesser Slave Lake
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR PEARL CALAHASEN
FORM 1: MEMBER (Pearl Calahasen)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Residences: Edmonton; Widewater Recreational: U.S. time shares Other: Pt. 0075, Pt. 14, Pt. 5;Grouard; Plan 1904V, Block 5A; Plan 1904V, Block 4, Lot 1; Plan 2359AR, Block V MD of Big Lakes
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans -Credential Securities: Equities: Canadian Western Bank, Capital Power Corporation Mutual funds: Harbour Fund, Dynamic Value Fund, Fidelity Canadian Balanced Fund, TD Income Advantage Portfolio, BMO High Yield US Corporate Hedge ETF -Servus Credit Union: GICs
Canada Savings Bonds and Investments Canada Savings Bonds Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; Laurier Life; Cooperators; Critical Life
Pension Rights Teachers’ Retirement Fund
Other Assets N/A
Gifts and Personal Benefits N/A Travel on Non-Commercial Aircraft June 20, 2013: flight to Red Earth Creek to attend a sod turning ceremony for a new health centre in Peerless Lake, provided by the Peerless Trout Lake First Nation
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR PEARL CALAHASEN
LIABILITIES
Mortgages Servus Credit Union
Loans or Lines of Credit TD Canada Trust
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR PEARL CALAHASEN
FORM 2: MEMBER’S SPOUSE OR ADULT INTERDEPENDENT PARTNER (Ivan Lazarowich)
Source Nature of Income
Alberta Enterprise and Advanced Education Salary
Inland Cement Ltd Pension Government of Canada CPP
ASSETS
Real Property Residence: Edmonton; Widewater
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans -Servus Credit Union: mutual funds: ethical, growth and North American equity funds -Credential Securities: money market, Equities: Bank of Nova Scotia, Emera Inc., Great Canadian Gaming Corp., Melcor Developments Ltd., Suncor Energy Inc. TransCanada Corp, Trican Well Services Ltd., Whitemud Resources Inc
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and Servus Credit Union, term deposit Similar Instruments
Annuities and Life Insurance Policies CBR Cement Corporation; employee plan, Laurier Life; Canada Life
Pension Rights CBR Cement Corporation pension plan
Other Assets Securities: San Gold Corporation Mercedes
LIABILITIES
Mortgages Servus Credit Union
Loans or Lines of Credit Servus Credit Union
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Robin Campbell CONSTITUENCY: West Yellowhead Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR ROBIN CAM PBELL
FORM 1: MEMBER (Robin Campbell)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Residence: Jasper
Bank, Trust Company or Other Financial Scotia Bank Institution
Registered Savings Plans -Sun Life Financial: Defined Pension of Teck Coal Limited: Mawer Canadian Equity, CC&L Group Canadian Q Growth, Balanced Asset Mix, Growth Asset Mix, Trimark Fund C -Scotia Bank: Scotia Inova Balanced Income & Growth Portfolio TFSA: Bank of Nova Scotia
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights United Mine Workers of America
Other Assets N/A
Gifts and Personal Benefits July 12, 2013: Named Honorary Chief of the Blackfoot and provided with a Headdress by Treaty 7 Elder Reg Crowshue August 21, 2013: Participant in CN Canadian Women’s Open Pro-Am Competition, provided by the City of Edmonton. Proceeds to the Stollery Children’s Hospital.
Travel on Non-commercial Aircraft December 6, 2013: Chartered flight provided by the Chipewyan Prairie First Nation to Janvier to attend a dedication ceremony of the church and new spire, a tour of the FN and a meeting with the Chief and Council.
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR ROBIN CAM PBELL
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEM ENT FOR ROBIN CAM PBELL
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Jennifer Burns)
INCOME
Source Nature of Income
Province of Alberta Alberta Human Rights Commission, honorarium Good Samaritan Society Salary
ASSETS
Real Property Residence: Edmonton
Bank, Trust Company or Other Financial CIBC Institution
Registered Savings Plans -CIBC (BC coupon, CIBC mutual funds); monthly income; cash TFSA; Cdn. Short Term Bond Index.
Canada Savings Bonds and Investments Canada Savings Bonds Guaranteed by Government
Mutual Funds CIBC Monthly Income Fund
Guaranteed Investment Certificates and CIBC Similar Instruments
Annuities and Life Insurance Policies Great West Life
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Wayne Cao CONSTITUENCY: Calgary-Fort
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR WAYNE CAO
FORM 1: MEMBER (Wayne Cao)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
Shell Canada Pension
Rental properties Rent
ASSETS
Real Property -Residences: Calgary -Secondary residences: Edmonton and Lake Elsinore, California -Recreational: timeshare; Stoneridge Recreational Club -Rental properties: 1332 Edenwold Heights NW, Calgary; 3121 Edenwold Heights NW, Calgary; 101 Edelweiss Point NW, Calgary, 589 Temple St., Parksville
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans -Royal Bank: Mutual Funds: RBC Investment Savings Account, TD Dividend Growth Fund; Equities: Bank of Nova Scotia, Encana Corp., Husky Energy Inc., iShares S&P/TSX Canadian Dividend Aristocrats Index Fund, Powershares Exchange Royal Bank of Canada, Toronto Dominion Bank, WalMart -Shell Credit Union: GICs - US Holdings: First Trust US IPO Index Fund; Powershares Exchange Traded Fund Trust Dynamic Energy Exploration & Production
Canada Savings Bonds and Investments Province of Ontario bond Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan Canada Life; Shell Canada group plan
Pension Rights Shell Canada
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR WAYNE CAO
Other Assets N/A Gifts and Personal Benefits N/A Travel on Non-Commercial Aircraft N/A
LIABILITIES
Mortgages Royal Bank, TD Canada Trust; Bank of Montreal
Loans or Lines of Credit Royal Bank; First Calgary Financial
Guarantees Royal Trust re: Kim Hoang
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR WAYNE CAO
FORM 2: MEMBER’S SPOUSE OR ADULT INTERDEPENDENT PARTNER (Kim D.T. Hoang)
INCOME
Source Nature of Income
Government of Canada CPP Rental properties Rent Other Investment income ASSETS
Real Property -Residences: Calgary -Secondary Residence: Edmonton and Lake Elsinore, California -Recreational: timeshare; Stoneridge Recreational Club -Rental: 1332 Edenwold Heights NW, Calgary 3121 Edenwold Heights NW, Calgary; 589 Temple St. Parksville; 11 Edelweiss Point NW, Calgary; 1048 Kincora Drive, NW, Calgary.
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Royal Bank (mutual funds); Scotia Bank (mutual funds); TD Canada Trust; ATB Financial
Canada Savings Bonds and Investments Province of Ontario bond Guaranteed by Government
Mutual Funds RBC Global Resources; CIBC Precious Metals
Guaranteed Investment Certificates and Royal Bank GIC Similar Instruments
Annuities and Life Insurance Policies Canada Life
Pension Rights Royal Bank
Other Assets N/A LIABILITIES
Mortgages Royal Bank; TD Canada Trust; Bank of Montreal
Loans or Lines of Credit Royal Bank; First Calgary Financial
Guarantees N/A
Other N/A FINANCIAL INTERESTS N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR WAYNE CAO
FORM 4: PRIVATE CORPORATIONS: Canadiasia Consulting (inactive) 25% Spouse
INCOME
Source Nature of Income N/A
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Ron Casey CONSTITUENCY: Banff - Cochrane Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR RON CASEY
FORM 1: MEMBER (Ron Casey)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance Rental Property Rent
ASSETS
Real Property Residence: Canmore Rental Property: 301, 743 Railway Ave, Canmore
Bank, Trust Company or Other Financial Bow Valley Credit Union Institution
Registered Savings Plans -Great West Life: Money Market (Portico) -Bow Valley Credit Union: term deposits
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages Bow Valley Credit Union
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR RON CASEY
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Pennie Casey)
INCOME
Source Nature of Income
Dr. Moldenhauer Salary
Downtown Dental Salary
Rental Property Rent
ASSETS
Real Property Residence: Canmore
Bank, Trust Company or Other Financial Bow Valley Credit Union Institution Bank of Montreal
Registered Savings Plans Bank of Montreal
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR RON CASEY
FORM 4: PRIVATE CORPORATIONS (B & C Electric Ltd.)
INCOME (includes income received in 2013)
Source Nature of Income
Rental Properties Rent
ASSETS
Real Property Units 1-6, Bow Meadows Crescent, Canmore
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Christine Cusanelli CONSTITUENCY: Calgary - Currie Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. CHRISTINE CUSANELLI
FORM 1: MEMBER (Hon. Christine Cusanelli)
INCOME (
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Principal Residence: Calgary Secondary Residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Bank of Montreal : Equity Funds
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights Alberta Teachers Retirement Fund
Other Assets 2009 Porsche
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages Bank of Montreal
Loans or Lines of Credit Scotia Bank; TD Canada
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. CHRISTINE CUSANELLI
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 1 )
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial First Calgary Financial Institution
Registered Education Savings Plans RESP:
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Calvin K. Dallas CONSTITUENCY: Red Deer-South Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. CALVIN DALLAS
FORM 1: MEMBER (Calvin Dallas)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Principal Residence: Red Deer Secondary Residence: Mesa, AZ
Bank, Trust Company or Other Financial TD Canada Trust Institution
Registered Savings Plans Blind Trust
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan The Co-operators
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit TD Canada Trust
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. CALVIN DALLAS
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Jacqueline Dallas)
INCOME
Source Nature of Income Farm Credit Canada Employment and pension
ASSETS
Real Property Residence: Red Deer Secondary Residence: Mesa, AZ
Bank, Trust Company or Other Financial TD Canada Trust Institution
Registered Savings Plans Standard Life: Term Deposit
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Co-operators; Manulife Financial
Pension Rights Farm Credit Canada plan
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit TD Canada Trust
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Alana DeLong CONSTITUENCY: Calgary-Bow
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR ALANA DELONG
FORM 1: MEMBER (Alana DeLong)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Residence: Calgary, Edmonton
Bank, Trust Company or Other Financial Royal Bank Financial Group Institution -RBC Financial Group - Cash Registered Savings Plans -CIBC Wood Gundy: Provincial bonds: Ontario, Manitoba Mutuals: Renaissance High Interest Savings Account and Global Growth Fund; Equities: Bank of Nova Scotia, CIBC Toronto Dominion Bank, iShares DEX Real Return Bond Index Fund Other: CIBC gold certificate securities
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds CIBC Wood Gundy: iShare Funds: S&P/TSX 60 Index Fund Units, Advantaged US High Yield, DEX All Corporate Bond, DEX Universe Bond, Dow Jones Canada Select Dividend, Global Infrastructure N/A Guaranteed Investment Certificates and Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A Two Tickets to True Patriot Love Fundraiser: Bell Gifts and Personal Benefits Canada Travel on Non-Commercial Aircraft N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit RBC Financial Group
Guarantees N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR ALANA DELONG
Other N/A
FINANCIAL INTERESTS N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR ALANA DELONG
FORM 2: MEMBER’S SPOUSE OR ADULT INTERDEPENDENT PARTNER (Dennis Beck)
INCOME (Values not updated since 2013 due to separation)
Source Nature of Income Government of Canada Pension
ASSETS
Real Property Residence: Calgary
Bank, Trust Company or Other Financial RBC Financial Group Institution
Registered Savings Plans -RBC Financial Group -CIBC Wood Gundy
Canada Savings Bonds and Investments N/A Guaranteed by Government CIBC Wood Gundy: iShare Funds: S&P/TSX Mutual Funds 60 Index Fund Units, Advantaged US High Yield, DEX All Corporate Bond, DEX Universe Bond, Dow Jones Canada Select Dividend, Global Infrastructure
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Sun Life Financial
Pension Rights N/A N/A Other Assets
LIABILITIES
Mortgages N/A
Loans or Lines of Credit Joint with spouse
Guarantees RBC LOC
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR ALANA DELONG
FORM 2: MEMBER’S SPOUSE OR ADULT INTERDEPENDENT PARTNER (Robert Stephen Spencer)
INCOME
Source Nature of Income N/A
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. Jonathan Denis, Q.C. CONSTITUENCY: Calgary-Acadia Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. JONATHAN DENIS
FORM 1: MEMBER (Hon. Jonathan Denis)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance Rental Property Rent
ASSETS
Real Property Residence: Calgary Secondary Residence: Edmonton Rental Property: 414, 777 – 3rd Avenue
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Blind Trust
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; Equitable Life
Pension Rights N/A
Other Assets Blind Trust
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages Scotia Bank
Loans or Lines of Credit Scotia Bank; RBC
Guarantees -National Bank re: Liberty West -Royal Bank re: Jonathan B. Denis Professional Corporation
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. JONATHAN DENIS
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Breanna Palmer)
INCOME
Source Nature of Income
Legislative Assembly of Alberta Salary
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial RBC individually and joint with spouse Institution
Registered Retirement Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights Government of Alberta
Other Assets Joint with spouse
LIABILITIES
Mortgages N/A
Loans or Lines of Credit RBC – joint with spouse
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR HON. JONATHAN DENIS
FORM 4: PRIVATE CORPORATIONS (Jonathan B. Denis Professional Corporation; Liberty West Properties Inc.)
INCOME
Source Nature of Income
Rental Property Liberty West: Rental income
ASSETS Liberty West: Real Property Rental: 73, 219 – 90 Avenue S.E., Calgary
Bank, Trust Company or Other Financial - Jonathan B. Denis Professional Corporation: Institution Royal Bank -Liberty West: TD Canada Trust
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages Liberty West: National Bank
Loans or Lines of Credit Liberty West: from Jonathan B. Denis Professional Corporation
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at May 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Honourable Gordon Dirks CONSTITUENCY: Calgary-Elbow Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner
FORM 1: MEMBER (Hon. Gordon Dirks)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowances Government of Canada Pension Centre Street Church Salary
ASSETS
Real Property Principal Residence: Calgary
Bank, Trust Company or Other Financial N/A Institution
Registered Retirement Savings Plans Sunlife
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds Investment Planning Counsel: Manulife Growth; Fidelity Canadian Asset; Manulife Diversified; Manulife GIF Select Monthly High Income; CI Signature; Dynamic Power; Counsel Conservative Portfolio Series;
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; Manulife
Pension Rights Sunlife
Other Assets Edgeworth Mortgage Investment; Walton AZ Sunland Ranch; Walton AZ Picacho View
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit ATB Financial
Guarantees N/A
Other N/A
FINANCIAL INTERESTS N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Evangeline Joy Dirks)
INCOME
Source Nature of Income Government of Canada Pension
ASSETS
Real Property Residence: Joint with Spouse
Bank, Trust Company or Other Financial Institution Joint with Spouse
Registered Retirement Savings Plans MFS MB Fixed Income; Trimark Income Growth
Canada Savings Bonds and Investments Guaranteed N/A by Government
Mutual Funds AGF Canadian Large Cap Fund; Counsel Income Managed Fund; Counsel Income Managed Portfol
Guaranteed Investment Certificates and Similar N/A Instruments
Annuities and Life Insurance Policies N/A
Pension Rights Saskatchewan Pension Plan
Other Assets Edgeworth Mortgage Investment; Walton Brant County
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Ian Donovan CONSTITUENCY: Little Bow Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR IAN DONOVAN
FORM 1: MEMBER (Ian Donovan)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity 1226808 Alberta Ltd. Dividend Income ASSETS
Real Property Residence: Vulcan County Farmland: Vulcan County Recreational: Little Bow Resort, Vulcan County; Florence, AZ
Bank, Trust Company or Other Financial Bank of Nova Scotia Institution TD Canada Trust ATB Financial Wells Fargo
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan TD Canada Trust Western Financial Group Manulife Financial
Pension Rights N/A
Other Assets Farm building, machinery, and bins
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A LIABILITIES
Mortgages N/A Loans or Lines of Credit ATB Financial Canadian Western Bank Ford Credit Canada Guarantees N/A Other N/A FINANCIAL INTERESTS Vulcan Vacations Ltd.
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR IAN DONOVAN
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Serena Donovan)
INCOME
Source Nature of Income Furniture Villa Wages
ASSETS
Real Property Principal Residence: Vulcan County Recreational: Little Bow Resorts, Vulcan County; Florence, AZ
Bank, Trust Company or Other Financial Wells Fargo Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Western Financial Group
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR IAN DONOVAN
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 4 )
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Registered Retirement Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR IAN DONOVAN
FORM 4: PRIVATE CORPORATIONS (1226808 Alberta Ltd. and Vulcan Travel Services Ltd.)
INCOME
Source Nature of Income
1226808 Alberta Ltd. Farm Income
ASSETS
Real Property 1226808 Alberta Ltd.: 125 Centre Street, Vulcan
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets 1226808 Alberta Ltd.: Farm equipment; Inventory
LIABILITIES
Mortgages N/A
Loans or Lines of Credit 1226808 Alberta Ltd.: TD Canada Trust; AGCO Finance
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. David Dorward CONSTITUENCY: Edmonton – Gold Bar Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. DAVID DORWARD
FORM 1: MEMBER (Hon. David Dorward)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance Other Sale of investment property 50% Member/ 50% Spouse ASSETS
Real Property Residence: Edmonton
Bank, Trust Company or Other Financial ATB; First Bank Palm Springs Institution RRSP -Olympia Trust Company: Equities: Registered Savings Plans McConachie Development Investment Corporation. RBC Dominion Securities: RBC Canadian Dividend and US Focus Funds TSFA - Raintree Financial Solutions: Jaymor Capital Ltd. Olympia Trust Company: Equicapita and Jaymor Cap 10% Bonds
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, Western CA Services Association, Forresters
Pension Rights N/A
Other Assets Shareholder loan: David Dorward Professional Corporation; Mayfield Golf Club August 21, 2013: Participant in CN Canadian Gifts and Personal Benefits Women’s Open Pro-Am Competition, provided by the City of Edmonton, Proceeds to the Stollery Children’s Hospital value $1,500 Scarf from Hyosung Corporation $50.00 2 tickets to chuck wagon races July 6 courtesy Qualico Developments $125 2 tickets to grandstand show July 7 courtesy Calgary Stampede $120
Travel on Non-commercial Aircraft N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. DAVID DORWARD
LIABILITIES
Mortgages ATB Financial
Loans or Lines of Credit ATB Financial, Royal Bank
Guarantees Glacier Bank of Montana re: Wilderness Preserve GP Ltd. Other N/A FINANCIAL INTERESTS Arizona Sunland Ranch Walton Group
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR HON. DAVID DORWARD
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Janice Dorward)
INCOME
Source Nature of Income Jantax Management Ltd. Salary and Dividend Sale of investment property 50%
ASSETS
Real Property Residence: Edmonton
Bank, Trust Company or Other Financial Joint with Spouse Institution ATB Financial; Royal Bank of Canada Cdn & US
Registered Savings Plans TFSA -Olympia Trust Company: Equity: Crossroads DMD Mortgage Investment Corporation; Solar Income Fund RRSP -RBC Dominion Securities: RBC Asset Management Canadian Equity Income Portfolio; Empire Life Balanced Fund
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Western CA Services Association
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages Joint with Spouse
Loans or Lines of Credit Joint with Spouse
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR HON. DAVID DORWARD
FORM 4: PRIVATE CORPORATIONS (David Dorward Professional Corporation)
INCOME
Source Nature of Income
Dorward & Company LLP Partner Income
Various Misc. Management Fees and Interest
ASSETS Real Property 590 Snowberry Loop, Cleelum, Washington
Bank, Trust Company or Other Financial ATB Financial Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Manulife Financial
Other Assets Loans to: -Jantax Management Ltd. -Wilderness Preserve GP Ltd. -Del Boca Vista LLC Misc. Receivables
LIABILITIES
Mortgages N/A
Loans or Lines of Credit -David C. Dorward Professional Corporation: Inter-corporate Loan -David Dorward Professional Corporation: Shareholder Loan -Scott Dorward
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
Dorward & Company LLP
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5 PUBLIC DISCLOSURE STATEMENT FOR HON. DAVID DORWARD
FORM 4: PRIVATE CORPORATIONS (David C. Dorward Professional Corporation)
INCOME
Source Nature of Income
David Dorward Professional Corporation Fees
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets Receivables: David Dorward Professional Corporation Minor Loans and Misc.
LIABILITIES
Mortgages N/A
Loans or Lines of Credit Kawtaq Construction Ltd. ATB Financial
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 6 PUBLIC DISCLOSURE STATEMENT FOR HON. DAVID DORWARD
FORM 4: PRIVATE CORPORATIONS (Jantax Management Ltd.)
INCOME
Source Nature of Income
David C. Dorward Professional Corporation and Management Fees Dorward & Company LLP
Dorward & Company LLP Rental Income 1232576 Alberta Ltd. Dividend Income
ASSETS N/A Real Property
Bank, Trust Company or Other Financial ATB Financial Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A N/A Loans or Lines of Credit
Guarantees N/A
Other Bonus to Shareholder; Owing to David Dorward Professional Corp.
FINANCIAL INTERESTS
Edmonton IBL Basketball Inc.; 1232576 Alberta Ltd; Dorward & Company LLP; 1551100 Alberta Ltd.; 1293874 Alberta Ltd.; Del Boca Vista Properties Ltd.; Autolog Inc
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 7 PUBLIC DISCLOSURE STATEMENT FOR HON. DAVID DORWARD
FORM 4: PRIVATE CORPORATIONS (Del Boca Vista LLC)
INCOME
Source Nature of Income
Rental Income
ASSETS 480 and 694 Koocanusa Estates Road, Montana Real Property 127 Wilderness
Bank, Trust Company or Other Financial Glacier Bank, Montana Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages Glacier Bank of Montana
Loans or Lines of Credit David Dorward Professional Corporation
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 8 PUBLIC DISCLOSURE STATEMENT FOR HON. DAVID DORWARD
FORM 4: PRIVATE CORPORATIONS (High Heid Yin Incorporated)
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit Kawtaq Construction Ltd.
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
Wilderness Preserve Canadian Founders Limited Partnership and Wilderness Preserve Canadian Limited Partnership
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 9
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. Wayne Drysdale CONSTITUENCY: Grande Prairie-Wapiti Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. WAYNE DRYSDALE
FORM 1: MEMBER (Wayne Drysdale)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Principal Residence: MD of Greenview Secondary Residence: Edmonton Farm Property: MD of Greenview
Bank, Trust Company or Other Financial Royal Bank Institution
Registered Savings Plans Royal Bank: Global Balanced Fund, O’Shaughnessy Equity; O’Shaughnessy All Canadian Equity Fund; O’Shaughnessy US Value Fund & International Equity; Select Balanced Fund
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; Sunlife
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits Edm Eskimo Dinner with a ticket from the Alberta Motor transport Association
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages Royal Bank
Loans or Lines of Credit Royal Bank TD Auto Finance
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. WAYNE DRYSDALE
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR HON. WAYNE DRYSDALE
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Sherry Drysdale)
INCOME
Source Nature of Income Dominion Lending Mortgage Salary
ASSETS
Real Property Principal Residence: MD of Greenview Secondary Residence: Edmonton Farm property: MD of Greenview
Bank, Trust Company or Other Financial Royal Bank Institution
Registered Savings Plans RRSP - RBC Direct Investing: Mutuals: RBC Global Balanced; O’Shaughnessy Funds: All- Canadian Equity and US Value; Select Balanced Funds LIRA – AIC 120 Funds
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights Talisman Energy Inc.
Other Assets N/A
LIABILITIES
Mortgages Royal Bank
Loans or Lines of Credit Royal Bank TD Auto Finance
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
Sherry Drysdale Bookkeeping
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR HON. WAYNE DRYSDALE
FORM 4: PRIVATE CORPORATIONS (Dairydale Farms Ltd.)
INCOME
Source Nature of Income
Farm income
ASSETS
Real Property Property and Equipment
Bank, Trust Company or Other Financial Royal Bank Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets Farm Equipment
LIABILITIES
Mortgages N/A
Loans or Lines of Credit Shareholders loans
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: David Eggen CONSTITUENCY: Edmonton – Calder Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR DAV ID EGGEN
FORM 1: MEMBER (David Eggen)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution Investors Group: Investors Dividend Fund, Registered Savings Plans Investors North American Equity Fund N/A Canada Savings Bonds and Investments Guaranteed by Government N/A Mutual Funds N/A Guaranteed Investment Certificates and Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights Alberta Teachers’ Retirement Fund N/A Other Assets N/A Gifts and Personal Benefits
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages Royal Bank
Loans or Lines of Credit Royal Bank TD Auto Financing
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR DAV ID EGGEN
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Somboon Eggen)
INCOME (includes income received in 2013)
Source Nature of Income
Alberta Health Services Salary
ASSETS
Real Property Residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Investors Group: Investors Dividend Fund
Canada Savings Bonds and Investments Canada Savings Bonds Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights Alberta Pensions Services Corporation
Other Assets N/A
LIABILITIES
Mortgages Royal Bank
Loans or Lines of Credit Royal Bank TD Auto Financing
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. Kyle Fawcett CONSTITUENCY: Calgary-Klein Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. KYLE FAWCETT
FORM 1: MEMBER (Kyle Fawcett)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance Rental Property Rent
ASSETS
Real Property Principal Residence: Calgary Secondary Residence: Edmonton Rental: 306, 2508-17 St. SW Calgary
Bank, Trust Company or Other Financial ING Direct Institution -Canacord Capital: Drakkar Energy Registered Savings Plans -Tangerine: Balanced Growth Fund
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages TD Canada Trust
Loans or Lines of Credit TD Canada Trust
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. KYLE FAWCETT
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Ashley Fawcett)
INCOME
Source Nature of Income
Paradigm Geophysical (ended Jan 14) Salary
Enmax Salary
Rental property Rent
ASSETS
Real Property Rental Properties: 306, 2508-17 St. SW Calgary; 4509, 11811 Lake Fraser Drive SE Calgary
Bank, Trust Company or Other Financial Joint with Spouse Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds TFSA: Tangerine TD Comfort Growth
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages -TD Canada Trust -ING Direct
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR HON. KYLE FAWCETT
FORM 4: PRIVATE CORPORATIONS (KNF Consulting)
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Jacquie Fenske CONSTITUENCY: Fort Saskatchewan - Vegreville Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR JACQUIE FENSKE
FORM 1: MEMBER (Jacquie Fenske)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance 853854 Alberta Ltd. Dividend Income
ASSETS
Real Property Residence: Fort Saskatchewan
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Royal Bank: GIC, Money Market funds
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets 853854 Alberta Ltd. - Shareholder loan
Gifts and Personal Benefits August 21, 2013: Participant in CN Canadian Women’s Open Pro-Am Competition, provided by the City of Edmonton. Proceeds to the Stollery Children’s Hospital.
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages Royal Bank; CIBC
Loans or Lines of Credit Royal Bank
Guarantees N/A
Other CIBC VISA
FINANCIAL INTERESTS
Chicks N Chaps, 1015909 Alberta Ltd., 665863 Alberta Ltd., 483696 Alberta Ltd., 853854 Alberta Ltd.
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR JACQUIE FENSKE
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Doug Fenske)
INCOME
Source Nature of Income
Horse Racing Alberta Salary
ASSETS
Real Property Residence: Fort Saskatchewan
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Prism Financial: mutual funds Horse Racing Alberta: Industrial Alliance Income, Canadian Equity, Foreign Equity
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages Royal Bank; CIBC
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2013 (including material amendment changes to November 15, 2013)
NAME OF MEMBER: Heather Forsyth CONSTITUENCY: Calgary-Fish Creek
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR HEATHER FORSYTH
FORM 1: MEMBER (Heather Forsyth)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Residence: Calgary Recreational: Radium, BC; Chandler, Arizona Other: NW ¼ 59-20-29-W4
Bank, Trust Company or Other Financial Royal Bank Institution
Registered Savings Plans RBC Dominion Securities: Fixed Income: Just Energy Group Inc. debenture; Equity: Bank of Nova Scotia, Can 60 Income Corp,iShares S&P/TSX Capped REIT Index Fund, Royal Bank of Canada, Toronto-Dominion Bank; Mutual Funds: Dynamic Equity Income Fund, Dynamic Strategic Yield Fund, Dynamic Power Balanced Class, Manulife Bank Investment Savings
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; Mutual of New York
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits Westjet Ticket – Raffle-Lions Foundation of Canada Travel on Non-Commercial Aircraft N/A
LIABILITIES
Mortgages Royal Bank
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
As at April 1, 2013, including material amendment changes to November 15, 2013 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR HEATHER FORSYTH
FINANCIAL INTERESTS
N/A
As at April 1, 2013, including material amendment changes to November 15, 2013 Page 3 PUBLIC DISCLOSURE STATEM ENT FOR HEATHER FORSYTH
FORM 2: MEMBER’S SPOUSE OR ADULT INTERDEPENDENT PARTNER (Gordon Forsyth)
INCOME
Source Nature of Income
ATB Financial Salary
ASSETS
Real Property Joint with spouse; 121 Copperfield Gardens SW (shared with son)
Bank, Trust Company or Other Financial Joint with Spouse Institution
Registered Savings Plans -RBC Wealth Management: Barrick Gold Inc., Bonavista Energy Corporation, Canadian National Railway Co., Canadian Oil Sands Limited, Chartwell Seniors Housing Real Estate Investment Trust Units, Crown Gold Corp., Discovery Air Inc., Freehold Royalties Ltd., Inter Pipeline Fund LPU, Airiq Inc., Legacy Oil Plus gas Inc., Nortel Networks Corp., Penn West Petroleum Ltd., Suncor Energy Inc., Telus Corporation, Westshore Terminals Investment Corporation
Fixed Income: Atlantic Power Corporation debenture; LIRA - Cash, Ithaca Energy Inc., RBC Team, RBC Global Precious Metals Fund LIF - Equities: Apple Inc., Bank of Montreal, Canadian Oil Sands Limited, Davis & Henderson Corporation, Northland Power Inc.; TransAlta Corp; Toronto-Dominion Bank, Mutual Funds: RBC Tactical Equity Allocation Model, Picton Mahoney Market Neutral Equity Fund. ATB Securities:Cash, ATB Compass Balanced, Flyht Aerospace, Polar Resources, ATB PRNC
ATB Compass Balanced Portfolio
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
As at April 1, 2013, including material amendment changes to November 15, 2013 Page 4 PUBLIC DISCLOSURE STATEM ENT FOR HEATHER FORSYTH
Annuities and Life Insurance Policies Guardian Insurance; Mutual of New York
Pension Rights -ATB Securities Inc. (Pension Plan): Sun Life Financial Money Market
Other Assets N/A
LIABILITIES Joint with spouse Mortgages Loans or Lines of Credit Royal Bank
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2013, including material amendment changes to November 15, 2013 Page 5
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Rod Fox CONSTITUENCY: Lacombe - Ponoka Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR ROD FOX
FORM 1: MEMBER (Rod Fox)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity
ASSETS
Real Property Residence: Lacombe
Bank, Trust Company or Other Financial TD Canada Trust Institution
Registered Savings Plans Investors Group: Allegro Aggressive Portfolio A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan Manulife Financial
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages TD Canada Trust
Loans or Lines of Credit N/A
Guarantees N/A
Other Royal Bank of Canada
FINANCIAL INTERESTS
4-Fox Holdings
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR ROD FOX
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Rachael Bradford)
INCOME
Source Nature of Income Ing and McKee Insurance Salary
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial PC Financial Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR ROD FOX
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 2 )
INCOME
Source Nature of Income
N/A N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. Rick Fraser CONSTITUENCY: Calgary – South East Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR RICK FRASER
FORM 1: MEMBER (Rick Fraser)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Residence: Calgary
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Now Investors Group
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; Investors Group
Pension Rights Alberta Pensions Services Corporation
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages First Calgary Financial
Loans or Lines of Credit Bank of Montreal
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR RICK FRASER
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Mishelle Fraser)
INCOME
Source Nature of Income
D.W. Kemp Professional Corporation Wages
ASSETS
Real Property Joint with Spouse
Bank, Trust Company or Other Financial Joint with Spouse Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages Joint with Spouse
Loans or Lines of Credit Joint with Spouse
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR RICK FRASER
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 2)
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Yvonne Fritz CONSTITUENCY: Calgary-Cross
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR YVONNE FRITZ
FORM 1: MEMBER (Yvonne Fritz)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Residence: Calgary; Secondary Residence: Edmonton Recreational: Canmore
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Royal Bank: Cash; Fixed Income: Extendicare Inc., Pengrowth Energy Corporation, Dundee International REIT, Innvest Real Estate Convertible Debentures; H&R Real Estate Investment Trust, Pembina Pipeline Corporation debentures; Equities: BCE Inc., BMO Covered Call Canadian Banks ETF, iShares Dow Jones Canada Select Dividend Index Fund, iShares Dex All Corporate Bond Index Fund, Sun Life Financial Inc., TransCanada Corporation, Toronto Dominion Bank; Mutual Funds: PH&N High Yield Bond Fund, RBC US Equity Fund, RBC Canadian Dividend Fund, RBC Canadian Equity Fund, Sentry Canadian Income Fund; RBC Canadian Focus Fund; RBC S&P/TSX60 Linked; RBC Investment Savings RBC Dominion Securities: BMO Covered Call Canadian Banks ETF, National Bank of Canada, Royal Bank of Canada, Veresen Inc., Wajax Corporation
Canada Savings Bonds and Investments Canada Savings Bonds Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; Great West Life
Pension Rights Local Authorities Pension Plan
Other Assets N/A
Gifts and Personal Benefits N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR YVONNE FRITZ
Travel on Non-Commercial Aircraft N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
Westmount Mortgage Company
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR YVONNE FRITZ
FORM 2: MEMBER’S SPOUSE OR ADULT INTERDEPENDENT PARTNER (Lanny Fritz)
INCOME
Source Nature of Income
Province of Alberta Special Forces Pension Plan
University of Calgary Salary
ASSETS
Real Property Joint with Spouse
Bank, Trust Company or Other Financial Joint with Spouse Institution
Registered Savings Plans TFSA: BMO Covered Call Canadian Banks ETF, Bank of Montreal, Morguard Real Estate Investment Trust Units, National Bank of Canada, Wajax Corporation RRSP: National Bank of Canada, RBC, Ishares Cdn Cotrp Bond Index, Innvest real estate sub unsecured debentures, RBC Dividend Fund Class F
Canada Savings Bonds and Investments Canada Savings Bonds Guaranteed by Government Joint with Spouse
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Manulife
Pension Rights Special Forces Pension Plan
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit Joint with Spouse
Guarantees N/A
Other N/A
FINANCIAL INTERESTS N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hector Goudreau CONSTITUENCY: Dunvegan-Central Peace-Notley
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HECTOR GOUDREAU
FORM 1: MEMBER (Hector Goudreau)
INCOME
Source Nature of Income Province of Alberta MLA Indemnity Galleon Energy Inc. Rent/Surface lease
ASSETS
Real Property Residence: Falher; Secondary Residence: Edmonton; Recreational: Lesser Slave Lake; Edmonton Farm Property: MD of Smoky River
Bank, Trust Company or Other Financial Caisse Horizon Credit Union; ATB Financial Institution -ManuLife Financial – GICs; -Caisse Horizon Registered Savings Plans Credit Union – GICs; -CI Investments - Funds -Industrial Alliance – Ecoflex; -AGF
Canada Savings Bonds and Investments N/A Guaranteed by Government N/A Mutual Funds
Guaranteed Investment Certificates and Equity: Great West Life Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; Canada Life; Primerica; Caisse Horizon Credit Union, ATB Financial
Pension Rights Public Service Pension Plan
Other Assets N/A N/A Gifts and Personal Benefits Travel on Non-Commercial Aircraft N/A
LIABILITIES
Mortgages Caisse Horizon Credit Union
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS Walton AZ Silver Reef
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HECTOR GOUDREAU
FORM 2: MEMBER’S SPOUSE (Angeline Goudreau)
INCOME
Source Nature of Income Galleon Energy Inc. Rent/Surface lease CPP Pension
ASSETS
Real Property Principal Residence: Falher; Secondary Residence: Edmonton Recreational: Lesser Slave Lake; Edmonton Farm Property: MD of Smoky River
Bank, Trust Company or Other Financial Caisse Horizon Credit Union Institution
Registered Savings Plans AGF; Industrial Alliance Pacific; Caisse Horizon
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights Assurance vie Desjardins Laurentienne
Other Assets N/A
LIABILITIES
Mortgages Caisse Horizon Credit Union
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
Walton AZ Silver Reef
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Doug Griffiths CONSTITUENCY: Battle River-Wainwright
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR DOUG GRIFFITHS
FORM 1: MEMBER (Doug Griffiths)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Residence: Lougheed Secondary Residence: Ardrossan Other: Edmonton
Bank, Trust Company or Other Financial Institution N/A N/A Registered Savings Plans N/A Canada Savings Bonds and Investments Guaranteed by Government N/A Mutual Funds N/A Guaranteed Investment Certificates and Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; Industrial Alliance Pacific
Pension Rights N/A
Other Assets N/A N/A Gifts and Personal Benefits Travel on Non-Commercial Aircraft N/A
LIABILITIES
Mortgages Royal Bank; Servus Credit Union
Loans or Lines of Credit Servus Credit Union
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR DOUG GRIFFITHS
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Sue Griffiths)
INCOME
Source Nature of Income Stella and Dot Sales
ASSETS
Real Property Residence: Lougheed Secondary Residence: Ardrossan Other: Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Industrial Alliance Pacific
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages Royal Bank; Servus Credit Union
Loans or Lines of Credit Servus Credit Union
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR DOUG GRIFFITHS
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 2)
INCOME
Source Nature of Income
N/A
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial Servus Credit Union Institution
Registered Education Savings Plans CI Harbour Growth & Income Fund
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR DOUG GRIFFITHS
FORM 4: PRIVATE CORPORATIONS (1369299 Alberta Ltd.; Thirteen Ways Inc.)
INCOME
Source Nature of Income N/A
ASSETS
Real Property Investment Property: Prince Albert, Saskatchewan (1/3 interest)
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Jason Hale CONSTITUENCY: Strathmore - Brooks Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR JASON HALE
FORM 1: MEMBER (Jason Hale)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity
Hale Cattle Company Farm Income ASSETS
Real Property Residence: County of Newell Secondary Residence: Bassano Farm Property: County of Newell
Bank, Trust Company or Other Financial Chinook Credit Union Institution
Registered Savings Plans Hollis Wealth
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds Hollis Wealth: Bissett Corporate Bond; Fidelity Montly Income; NBC Omega Preferred Mackenzie Sentinel Income Fund; Dynamic Strategic Fund; Mac Ivy Foreign Equity; Sentry Canadian Income Fund
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A Other Assets Farm Equipment Cattle; Inventory
Gifts and Personal Benefits Meg Energy Flight
Travel on Non-commercial Aircraft N/A LIABILITIES
Mortgages Chinook Credit Union
Loans or Lines of Credit Chinook Credit Union
Guarantees N/A
Other N/A FINANCIAL INTERESTS
Hale Cattle Company As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR JASON HALE
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Margaret Hale)
INCOME
Source Nature of Income Hale Cattle Company Farm Income
ASSETS
Real Property Residence: County of Newell Farm Property: County of Newell Other: S. 15-14-29-W4M
Bank, Trust Company or Other Financial Chinook Credit Union Institution N/A Registered Savings Plans
Canada Savings Bonds and Investments N/A Guaranteed by Government
Securities and Interests in Public Corps Exxon Mobile Corp. -CI Signature High Income, EDG Global Portfolio, Fidelity Canadian Large Cap, Portfolio Series Balanced Growth funds
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies
Pension Rights N/A
Other Assets Joint with Spouse
LIABILITIES
Mortgages Chinook Credit Union
Loans or Lines of Credit Chinook Credit Union
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR JASON HALE
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 1)
INCOME
Source Nature of Income
J & M Farm Wages
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Registered Education Savings Plans Mutual Fund, Trimark Diversified Income
Canada Savings Bonds and Investments Canada Savings Bonds Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR JASON HALE
FORM 4: PRIVATE CORPORATIONS (1290698 Alberta Ltd.)
INCOME (includes income received in 2013)
Source Nature of Income
N/A
ASSETS
Real Property Fernie, BC
Bank, Trust Company or Other Financial Chinook Credit Union Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government EOG Resources Inc Securities in Public Corps
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets Equipment Riding Stock
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Kent Hehr CONSTITUENCY: Calgary-Buffalo Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR KENT HEHR
FORM 1: MEMBER (Kent Hehr)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity
ASSETS
Real Property Principal Residence: Calgary Secondary Residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution Manulife Securities: Mutual Funds: Dynamic Registered Savings Plans Power Balanced Fund, Fidelity Canadian Asset Allocation, Manulife China Class; Equities: Bank of America Corporation, Exelon Corp.
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds Manulife Securities: Mutual Funds Manulife Canadian Opportunity Class
TSFA Cash
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages Scotia Bank; Royal Bank
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. Frederick Horne CONSTITUENCY: Edmonton-Rutherford Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. FRED HORNE
FORM 1: MEMBER (Hon. Fred Horne)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Principal Residence: Edmonton Recreational: Nanoose Bay, BC
Bank, Trust Company or Other Financial Royal Bank, ING Direct Institution
Registered Savings Plans RBC Direct Investing Inc.: Mutual funds: RBC Canadian Dividend, Select Conservative Portfolio, Select Canadian Equity Income Funds Spousal: RBC Canadian Dividend Fund, Canadian Equity Income Fund, Select Conservative Portfolio, Select Balanced Portfolio
Canada Savings Bonds and Investments Province of Ontario, Canada Housing Trust bonds Guaranteed by Government
Securities in Public Corps Canada House Trust Bonds; Province of Ontario Bonds
TSFA RBC Bond Fund, Canadian Dividend Fund
Annuities and Life Insurance Policies MLA Group Plan; RBC Insurance; Transamerica Life, and Lloyd’s Underwriters
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits November 13-15, 2013: Participated in The Commonwealth Fund's 16th International Symposium on Health Care Policy held at the St. Regis Hotel in Washington DC. Host provided hotel accommodations. Value exceeds $400
Conference Registration for The Health Technology Assessment International Conference Secretariat 11th Annual Meeting in Washington D.C on June 15, 2014 (Minister spoke at the conference)
Travel on Non-commercial Aircraft N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. FRED HORNE
LIABILITIES
Mortgages Royal Bank
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR HON. FRED HORNE
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Jennifer Horne)
INCOME
Source Nature of Income
Good Samaritan Society Salary
ASSETS
Real Property Residence: Edmonton Recreational: Nanoose Bay, BC
Bank, Trust Company or Other Financial Royal Bank Institution
Registered Savings Plans Royal Bank: Mutual funds: RBC Monthly Income, Select Balanced Portfolio, Select Conservative Portfolio, Canadian Dividend funds
Canada Savings Bonds and Investments Province of Ontario, Canada Housing Trust bonds Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and Royal Bank Similar Instruments
Annuities and Life Insurance Policies RBC Insurance; Sun Life. Lloyd’s Underwriting
Pension Rights Good Samaritan Society: Sun Life Financial
Other Assets Inheritance from Father’s estate – property in Bahamas
LIABILITIES
Mortgages Royal Bank
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR HON. FRED HORNE
FORM 4: PRIVATE CORPORATIONS (Frederick T. Horne & Associates Ltd.)
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. Doug Horner CONSTITUENCY: Spruce Grove - St. Albert
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. DOUG HORNER
FORM 1: MEMBER (Hon. Doug Horner)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance ASSETS
Real Property Residence: Spruce Grove Recreational: time shares, Las Vegas
Bank, Trust Company or Other Financial N/A Institution -Scotia Macleod: Mutual Funds: Canadian Sr. A, Registered Savings Plans Global Growth and Income, Global Portfolio Sr. A, Ivy Foreign Equity, Lysander Bond, Lysander Corporate Value Bond, Pender Corporate Bond
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and Similar Instruments N/A
Annuities and Life Insurance Policies MLA Group Plan; State Farm
Pension Rights N/A
Other Assets N/A June 14, 2013: Two tickets to Kid’s Kottage Gifts and Personal Benefits Foundation Annual Gala, provided by Kingston Ross Pasnak LLP Travel on Non-Commercial Aircraft N/A LIABILITIES
Mortgages Bank of Nova Scotia
Loans or Lines of Credit Royal Bank
Guarantees -Canadian Western Bank re Timber Wolf Trading -Servus Credit Union
Other Royal Bank VISA; co-signed mortgage for family member
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. DOUG HORNER
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR HON. DOUG HORNER
FORM 2: MEMBER’S SPOUSE OR ADULT INTERDEPENDENT PARTNER (Rose Horner)
INCOME
Source Nature of Income N/A
ASSETS
Real Property Residence: Spruce Grove Recreational: time shares, Las Vegas
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Scotia McLeod: mutual funds
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies State Farm
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages Bank of Nova Scotia
Loans or Lines of Credit Royal Bank
Guarantees Joint with Spouse
Other N/A
FINANCIAL INTERESTS
Timber Wolf Investments Ltd., Excel Communications
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR HON. DOUG HORNER
FORM 4: PRIVATE CORPORATIONS: (Timber Wolf Investments Ltd.)
INCOME
Source Nature of Income Rental Income
ASSETS Other: Unit 206, 10835 – 115 Street, Edmonton; Real Property NW ¼ 7-35-10-W5
Bank, Trust Company or Other Financial Canadian Western Bank Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages Canadian Western Bank
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Mary Anne Jablonski CONSTITUENCY: Red Deer-North
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR MARY ANNE JABLONSKI
FORM 1: MEMBER (Mary Anne Jablonski)
INCOME
Source Nature of Income Province of Alberta MLA Indemnity
ASSETS
Real Property Principal Residence: Red Deer County Recreational: Nordegg and Arizona Airplane hangar, Lacombe
Bank, Trust Company or Other Financial N/A Institution Credential Securities RRSP TSF IN Registered Savings Plans
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds Maulife CI Harbour Growth, High Income GIF Select, Diversified Investment GIF Select
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, Primerica, Imperial Life
Pension Rights N/A
Other Assets N/A N/A Gifts and Personal Benefits Travel on Non-Commercial Aircraft N/A
LIABILITIES
Mortgages Servus Credit Union
Loans or Lines of Credit Servus Credit Union
Guarantees Servus Credit Union re: 849187 Alberta Ltd. Gorts Chemicals Inc. and 1054648 Alberta Ltd.
Other N/A
FINANCIAL INTERESTS
Foodcheck Systems Inc. (Warrants, not exercised)
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR MARY ANNE JABLONSKI
FORM 2: MEMBER’S SPOUSE OR ADULT INTERDEPENDENT PARTNER (Robert Jablonski)
INCOME
Source Nature of Income Government of Canada CPP The Coverall Shop Salary First Energy Capital Investment Income
ASSETS
Real Property Principal Residence: Red Deer county Recreational: Nordegg and Arizona Airplane hangar, Lacombe
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans -Servus Credit Union (GICs) -Manulife Investments: Manulife Income Plus Series Funds: Monthly High Income, CI Harbour Growth and Income, Diversified Investment, and RBC/PHN Bundle -First Energy Capital: Crescent Point Energy Corporation
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Manulife; Primerica
Pension Rights N/A
Other Assets Enbridge Inc. shares; Helicopter; Plane; Airplane shares
LIABILITIES Mortgages Servus Credit Union Loans or Lines of Credit Servus Credit Union
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR MARY ANNE JABLONSKI
Guarantees Servus Credit Union re 849187 Alberta Ltd., Gorts Chemicals Inc. and 1054648 Alberta Ltd.
Other N/A
FINANCIAL INTERESTS
Clearwater Auto Detail Spa; The Coverall Shop, Food Chek
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR MARY ANNE JABLONSKI
FORM 4: PRIVATE CORPORATIONS (1054648 Alberta Ltd. and 849187 Alberta Ltd.)
INCOME
Source Nature of Income 1054648 Alberta Ltd. Rent 849187 Alberta Ltd. Sales
ASSETS 1054648 Alberta Ltd.: Real Property -Lancaster Park Red Deer (rental); Clearview Road, Red Deer (rental); Edmonton condo
Bank, Trust Company or Other Financial 1054648 Alberta Ltd.: Servus Credit Union Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and 1054648 Alberta Ltd.: Servus Credit Union Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets 849187 Alberta Ltd.: Furniture and equipment re: Parkland Coverall Cleaning
LIABILITIES
Mortgages 1054648 Alberta Ltd.: Servus Credit Union
Loans or Lines of Credit 1054648 Alberta Ltd. and 849187 Alberta Ltd.: Servus Credit Union
Guarantees 1054648 Alberta Ltd.: Servus Credit Union 849187 Alberta Ltd: Servus Credit Union Gorts Chemicals Inc: Servus Credit Union
Other -Property Lease for Gorts Chemicals and Clearwater Auto Detail Spa -Credit Cards: CIBC, BMO -Shareholder loans
FINANCIAL INTERESTS 849187 Alberta Ltd.: Bulldog Protective Coatings; Parkland Coverall Cleaning
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. Sandra Jansen CONSTITUENCY: Calgary – North West Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR SANDRA JANSEN
FORM 1: MEMBER (Sandra Jansen)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Principal Residence: Calgary Secondary Residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans -Sun Life Financial: LIRA -Royal Bank: mutual funds: Canadian Dividend, Select Balanced, Select Conservative
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits Ticket provided by Bell Canada for True North Strong & Free Fundraiser ($750)
Travel on Non-commercial Aircraft N/A LIABILITIES
Mortgages Royal Bank
Loans or Lines of Credit Royal Bank
Guarantees N/A
Other N/A FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR SANDRA JANSEN
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 1)
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Registered Education Savings Plans Royal Bank
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Matt Jeneroux CONSTITUENCY: Edmonton – South West Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR M ATT JENEROUX
FORM 1: MEMBER (Matt Jeneroux)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity
ASSETS
Real Property Residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Servus Credit Union: Ethical Growth Funds
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights Treasury Board of Canada Secretariat
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages First National Financial LP
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR M ATT JENEROUX
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 2)
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. Jeffrey Johnson CONSTITUENCY: Athabasca – Sturgeon - Redwater Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. JEFFREY JOHNSON
FORM 1: MEMBER (Hon. Jeffrey Johnson)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
804715 Alberta Ltd. Payment - sale of Xport Office Solutions
ASSETS
Real Property Principal Residence: County of Athabasca Secondary Residence: Edmonton Recreational: Alberni Land District
Bank, Trust Company or Other Financial Scotia Bank Institution -Scotia Bank Mutual Funds: Canadian Dividend, Registered Savings Plans Canam Index, Partners Aggressive Growth Portfolio -Sun Life Financial: CI Harbour Growth and Income Fund, Signature Income and Growth Fund
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan Lutheran Life Insurance; Faith Life Financial
Pension Rights N/A
Other Assets Loan to family member
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES Mortgages Scotia Bank Loans or Lines of Credit Scotia Bank
Guarantees N/A
Other Scotia Bank VISA
FINANCIAL INTERESTS 1356413 Alberta Ltd.
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. JEFFREY JOHNSON
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Kimberly Johnson)
INCOME
Source Nature of Income
1356413 Alberta Ltd. Wages
ASSETS
Real Property Principal Residence: County of Athabasca Secondary Residence: Edmonton Recreational: Alberni Land District
Bank, Trust Company or Other Financial Scotia Bank Institution
Registered Savings Plans -Scotia Bank Mutual Funds: Canadian Income, Canadian Dividend, Canadian Small Cap, Partners Moderate Growth Portfolio, US Index -Brandes Investments
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Lutheran Life Insurance, Faith Life Financial
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages Scotia Bank
Loans or Lines of Credit Scotia Bank
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
1356413 Alberta Ltd.
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR HON. JEFFREY JOHNSON
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 3)
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR HON. JEFFREY JOHNSON
FORM 4: PRIVATE CORPORATIONS (1356413 Alberta Ltd.)
INCOME
Source Nature of Income
Other Rental income
ASSETS
Real Property Other: Lot 12, Block 1, Plan 1110 TR, Baptiste Lake; Lot 10 Plan KAS 2616 Pemberton, B.C.; E ½ SW ¼ 19-66-22-W4
Bank, Trust Company or Other Financial Scotia Bank Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds -Scotia Bank Mutual Funds: Canadian Dividend; Scotia Partners Moderate Growth Portfolio - Sun Life, Brandes Investment Partners
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
1312735 Alberta Ltd.
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Linda Johnson CONSTITUENCY: Calgary - Glenmore Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR LINDA JOHNSON
FORM 1: MEMBER (Linda Johnson)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity
Investments Interest and Dividend Income ASSETS
Real Property Residence: Calgary Secondary Residence: Edmonton
Bank, Trust Company or Other Financial CIBC Institution
Registered Savings Plans CIBC Asset Management: Monthly Income Balance Portfolio; Equities: Bank of Montreal, TransCanada Corporation
TFSA CIBC: Monthly Income Balanced Portfolio
Mutual Funds CIBC Asset Management: Monthly Income Balance Portfolio, CIBC Money Market Fund CIBC Investor Services – Money Market CIBC RESP x2
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, Standard Life, London Life
Pension Rights N/A
Other Assets Equities: Bank of Montreal, BCE Inc., Transforce Inc., TransCanada Corp
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A LIABILITIES
Mortgages CIBC
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A FINANCIAL INTERESTS N/A As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR LINDA JOHNSON
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (K. Allan Johnson)
INCOME
Source Nature of Income Canadian Freightways Pension Income AJ Inc. Salary Investments Interest and dividend Income Bow Valley College Salary
ASSETS
Real Property Residence: Calgary Secondary Residence: Edmonton
Bank, Trust Company or Other Financial CIBC Institution Bank of Montreal
Registered Savings Plans -CIBC Asset Management Monthly Income Balanced Portfolio
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds Joint with spouse
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies London Life, Equitable Life, Sunlife
Pension Rights Canadian Freightways Executive Supervisory Pension Plan
Other Assets Imperial Investor Services: Equities: Bank of Montreal, BCE Inc., Transforce Inc., TransCanada Corp.
LIABILITIES
Mortgages CIBC
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR LINDA JOHNSON
FORM 4: PRIVATE CORPORATIONS (AJ Inc.)
INCOME
Source Nature of Income
Clients Advisory Services
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial CIBC Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2104 (including material amendment changes to November 30, 2104)
NAME OF MEMBER: Darshan S. Kang CONSTITUENCY: Calgary-McCall Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR DARSHAN KANG
FORM 1: MEMBER (Darshan Kang)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity
ASSETS
Real Property Residence: Chestermere
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans CIBC: GIC’s
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; Sun Life Financial; Premier Life
Pension Rights CPR
Other Assets Loan receivables from BSK Real Estate Inc. and 119328 Alberta Ltd.
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
BSK Real Estate
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 2 PUBLIC DISCLOSURE STATEMENT FOR DARSHAN KANG
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Sharanjit Kang)
INCOME
Source Nature of Income N/A N/A
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans CIBC: GICs
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Sun Life Financial
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 3 PUBLIC DISCLOSURE STATEMENT FOR DARSHAN KANG
FORM 4: PRIVATE CORPORATIONS (BSK Real Estate Inc.)
INCOME
Source Nature of Income
Other Real Estate Sales
ASSETS
Real Property Building lots in Carstairs 318-6 Street, Beiseker
Bank, Trust Company or Other Financial CIBC Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets Loans receivable
LIABILITIES
Mortgages N/A
Loans or Lines of Credit Loans payable: Darshan Kang; 119328 Alberta Inc.; Garmkang
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2104 (including material amendment changes to November 30, 2104)
NAME OF MEMBER: Donna Kennedy-Glans CONSTITUENCY: Calgary - Varsity Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR DONNA KENNEDY-GLANS
FORM 1: MEMBER (Donna Kennedy-Glans)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance (3 mos)
Investments Dividend Income ASSETS
Real Property Principal Residence: Calgary Secondary Residence: Edmonton Recreational: Canmore, Hawaii
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans RBC Phillips, Hager & North Pools
Canada Savings Bonds and Investments N/A Guaranteed by Government
TFSA RBC Global Asset Management (Bonds)
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, Sun Life Financial, London Life
Pension Rights N/A -Equities: Royal Bank of Canada Other Assets - RESP (RBC Global) -Mortgage Investment
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A FINANCIAL INTERESTS N/A
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 2 PUBLIC DISCLOSURE STATEMENT FOR DONNA KENNEDY-GLANS
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (J. Laurie Glans)
INCOME
Source Nature of Income
RBC Global Asset Management Inc. Employment
Investments Dividend Income
ASSETS
Real Property Principal Residence: Calgary Recreational: Canmore, Hawaii
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans RBC Phillips, Hager & North Pools RBC Mutual funds
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Manulife Financial, RBC Employee Group, London Life
Pension Rights RBC Pension Plan
Other Assets -Equities: Manulife Financial, Royal Bank of Canada, Tienne Energy -Mortgage Investment
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 3 PUBLIC DISCLOSURE STATEMENT FOR DONNA KENNEDY-GLANS
FORM 4: PRIVATE CORPORATIONS (Big Creek Energy Inc. and Integrity Bridges Inc.)
INCOME
Source Nature of Income N/A
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial Integrity Bridges Inc.: Royal Bank Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and Big Creek: Money Market Fund Similar Instruments Integrity Bridges: Investments
Annuities and Life Insurance Policies N/A
Other Assets Integrity Bridges Inc. RBC Phillips, Hager & North Pools RBC Mutual funds
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2104 (including material amendment changes to November 30, 2104)
NAME OF MEMBER: Hon. Stephen Khan CONSTITUENCY: St. Albert Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. STEPHEN KHAN
FORM 1: MEMBER (Stephen Khan)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
Investments Dividend and Interest Income
ASSETS
Real Property Residence: St. Albert
Bank, Trust Company or Other Financial TD Canada Trust Institution
Registered Savings Plans -Investors Group Funds: Dividend, Summa SRI, US Large Cap Value, FI Canadian Equity, Templeton International Equity, International Small Cap
Canada Savings Bonds and Investments N/A Guaranteed by Government
TFSA TD Canada Trust
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, Novex Insurance
Pension Rights N/A
Other Assets Loan to 1504495 Alberta Ltd.
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other TD Canada Trust VISA
FINANCIAL INTERESTS
1504495 Alberta Ltd. and 7243 Investors LLC
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. STEPHEN KHAN
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER
INCOME
Source Nature of Income
Solace Medical Clinic Salary
ASSETS
Real Property Residence: St. Albert
Bank, Trust Company or Other Financial TD Canada Trust Institution
Registered Savings Plans RSP: Canadian Bond; dividend; Mackenzie dividend; Summa SRI, US Opportunities; European Equities; Euro Mid-Cap; AGF Cdn Diversified; Cdn Equity; Templeton International; US Small Cap; Spousal RSP: Inv. Dividend; Summa SRI; Cnd Small Cap; US Large Cap; Templeton Int’l; Int’l Small Cap
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 3 PUBLIC DISCLOSURE STATEMENT FOR HON. STEPHEN KHAN
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 2)
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Registered Education Savings Plans Investors Group: Growth Portfolio and Dividend Funds
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 4 PUBLIC DISCLOSURE STATEMENT FOR HON. STEPHEN KHAN
FORM 4: PRIVATE CORPORATIONS 1504495 Alberta Ltd. and 7243 Investors LLC
INCOME
Source Nature of Income
N/A
ASSETS
Real Property 7243 Investors LLC : Arizona
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 5
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2104 (including material amendment changes to November 30, 2104)
NAME OF MEMBER: Hon. Heather Klimchuk CONSTITUENCY: Edmonton-Glenora Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. HEATHER KLIMCHUK
FORM 1: MEMBER (Hon. Heather Klimchuk)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Principal Residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans RBC Dominion Securities Fixed Income: CitiGroup Financial Canada Inc.; Mutual Funds: Picton Mahoney Tactical Income Fund, Invesco Canadian Premier Growth Fund, Harbour, Invesco Trimark Powershares FTSE Rafi Global and Fundamental, RBC Principle Protected Guaranteed Return Enhanced Yield, RBC Advisor Canadian Bond, Russell Core Plus Fixed Income Pool, Russell Enhanced Canadian Growth and Income, RBC High Yield Bond, Trimark US Companies, Trimark Global Endeavour, Harbour Global Equity Corporate Class, CI Synergy Canadian Corporate Class Z, Harbour, RBC PP Guaranteed Return Enhanced Yield, RBC North American Value, RBC Global High Yield Bond, Synergy Canadian Corporate Class, Synergy Global Corporate Class
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; State Farm
Pension Rights Alberta Pension Administration Corporation
Other Assets RESP: Mutual Funds
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages Royal Bank
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. HEATHER KLIMCHUK
Loans or Lines of Credit Royal Bank
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 3 PUBLIC DISCLOSURE STATEMENT FOR HON. HEATHER KLIMCHUK
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Wade Klimchuk)
INCOME
Source Nature of Income
Wade Klimchuk Realty Inc. Sales KlimKorp Ltd. Director’s Fees
ASSETS
Real Property Residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans RBC Dominion Securities: Cash; Fixed Income: Canadian Housing Trust No. 1 Canada Mortgage Bond, Provinces of Quebec, New Brunswick, Ontario, Quebec Bonds, Government of Canada Bonds; Equity: Bank of Nova Scotia, Royal Bank of Canada, Toronto Dominion Bank -RBC Dominion Securities: Cash, Fixed Income: CitiGroup Financial Canada Inc., Calloway Real Estate Investment Trust, BMO Capital Trust; Equity: Manulife Financial Corporation, Veresen Inc., Crescent Point Energy Corporation, Royal Bank of Canada; Mutual Funds: Invesco Canadian Premier Growth Fund, Harbour Global Equity Corporate Class, Picton Mahoney Market Neutral Equity Fund, Picton Mahoney Global Market Neutral Equity Fund, RBC Principal Protected Blue Chip Yield, RBC Global High Yield Bond Fund, RBC Bond Fund, Trimark US Companies Fund, Trimark Global Endeavor Fund
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Industrial Alliance
Pension Rights N/A
Other Assets RESP: Joint with spouse
LIABILITIES
Mortgages Royal Bank
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 4 PUBLIC DISCLOSURE STATEMENT FOR HON. HEATHER KLIMCHUK
Loans or Lines of Credit Royal Bank
Guarantees N/A
Other N/A
FINANCIAL INTERESTS N/A
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 5 PUBLIC DISCLOSURE STATEMENT FOR HON. HEATHER KLIMCHUK
FORM 4: PRIVATE CORPORATIONS (Wade Klimchuk Realty Inc.; KlimKorp Ltd.
INCOME
Source Nature of Income
Other Wade Klimchuk Realty: sales KlimKorp Ltd.: Realty sales
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial Wade Klimchuk Realty: Royal Bank Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds KlimKorp: RBC Canadian Dividend Fund
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Wade Klimchuk Realty: Royal Bank
Other Assets KlimKorp: Retained Earnings
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 6
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2104 (including material amendment changes to November 30, 2104)
NAME OF MEMBER: Hon. Maureen Kubinec CONSTITUENCY: Barrhead – Morinville - Westlock Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. MAUREEN KUBINEC
FORM 1: MEMBER (Hon. Maureen Kubinec)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance Kubinec AG Enterprises Ltd. Farm Income ASSETS
Real Property Primary Residence: Westlock County Secondary Residence: Edmonton Recreational Property: Goodyear, Arizona; Fiji Farm Property: Westlock County
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans ATB Financial: ATB Compass Growth
Canada Savings Bonds and Investments ATB Agri-Investment Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A LIABILITIES
Mortgages ATB Financial; TD Canada Trust
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A FINANCIAL INTERESTS N/A
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. MAUREEN KUBINEC
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Timothy Kubinec)
INCOME
Source Nature of Income
Farming Income
ASSETS
Real Property Residence: Westlock County Secondary Residence: Edmonton Recreational Property: Goodyear, Arizona; Fiji Farm Property: Westlock and Kneehill Counties
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans ATB Financial: ATB Compass Growth
Canada Savings Bonds and Investments ATB Agri-Investment Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Knights of Columbus
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages ATB Financial; TD Canada Trust
Loans or Lines of Credit N/A
Guarantees N/A
Other Statement of Claim
FINANCIAL INTERESTS
N/A
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 3 PUBLIC DISCLOSURE STATEMENT FOR HON. MAUREEN KUBINEC
FORM 4: PRIVATE CORPORATIONS (Kubinec Ag Enterprises Ltd.)
INCOME
Source Nature of Income
Farm income Crop Sales
ASSETS
Real Property
Bank, Trust Company or Other Financial TD Canada Trust Institution
Canada Savings Bonds and Investments ATB Agri-Investment Guaranteed by Government
Mutual Funds
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A Farm Machinery, Equipment and Steel Bins Other Assets Grain Inventory Equity in Cooperative Associations
LIABILITIES
Mortgages N/A
Loans or Lines of Credit TD Canada Trust
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2104 (including material amendment changes to November 30, 2104)
NAME OF MEMBER: Ken Lemke CONSTITUENCY: Stony Plain Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR KEN LEMKE
FORM 1: MEMBER (Ken Lemke)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity
Investments Interest Income
ASSETS
Real Property Residence: Stony Plain Secondary Residence: Alberta Beach
Bank, Trust Company or Other Financial TD Canada Trust Institution
Registered Savings Plans TD Waterhouse: Equities: Bank of Nova Scotia, Baxter International Inc., Telus Corp., Toronto Dominion Bank, Enbridge Inc, iShares Dex Universal ETF, Tim Hortons, TransCanada Corp
Canada Savings Bonds and Investments N/A Guaranteed by Government
TSFA N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 2 PUBLIC DISCLOSURE STATEMENT FOR KEN LEMKE
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Gail Lemke)
INCOME
Source Nature of Income
Alberta Pensions Services Corporation Pension
Service Canada Salary
ASSETS
Real Property Joint with Spouse
Bank, Trust Company or Other Financial TD Canada Trust Institution
Registered Savings Plans TD Waterhouse: Bank of Nova Scotia, Merck & Co. Inc, TD Bank, TD Canadian TBill
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Alberta Pensions Services Corporation
Pension Rights N/A
Other Assets Equities: Sun Life Financial Inc., Toronto Dominion Bank, TransCanada Corp., Suncor Energy
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 3 PUBLIC DISCLOSURE STATEMENT FOR KEN LEMKE
FORM 4: PRIVATE CORPORATIONS (401154 Alberta Ltd.)
INCOME
Source Nature of Income
N/A
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2104, including material amendment changes to November 30, 2104 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Eugenia Leskiw CONSTITUENCY: Bonnyville-Cold Lake Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR EUGENIA LESKIW
FORM 1: MEMBER (Eugenia Leskiw)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity
Alberta Teachers’ Retirement Fund Pension
ASSETS
Real Property Principal Residence: Bonnyville Secondary Residence: Edmonton
Bank, Trust Company or Other Financial TD Waterhouse; TD Canada Trust Institution
Registered Savings Plans TD Waterhouse: Cash, TD Managed Income mutual fund
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; TD Insurance
Pension Rights Alberta Teachers’ Retirement Fund
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages TD Canada Trust
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR EUGENIA LESKIW
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Ron Leskiw)
INCOME
Source Nature of Income
Alberta Teachers’ Retirement Fund Pension Government of Canada CPP / OAS
ASSETS
Real Property Residence: Bonnyville Recreational: Hanmore Lake
Bank, Trust Company or Other Financial TD Canada Trust Institution
Registered Savings Plans TD Waterhouse Mutual Funds: Monthly Income, Managed Income Portfolio
Canada Savings Bonds and Investments N/A Guaranteed by Government
TSFA TD Canada Trust
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies TD Insurance
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages TD Canada Trust
Loans or Lines of Credit Toyota Canada
Guarantees TD Canada Trust
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Jason Luan CONSTITUENCY: Calgary - Hawkwood Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR JASON LUAN
FORM 1: MEMBER (Jason Luan)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity
Rental Properties Rent ASSETS
Real Property Principal Residence: Calgary Secondary Residence: Edmonton Rental Properties: 6307 Dalton Drive NW, Calgary; 1104, 4944 Dalton Drive NW, Calgary; 13803 Fairway Island Drive, Orlando Recreational Properties: Sanza, China
Bank, Trust Company or Other Financial TD Canada Trust Institution
Registered Savings Plans TD Waterhouse: TD U.S. Small-Cap Growth Fund, CI Signature Corporate Bond Fund, TD Canadian Money Market
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets RESP: TD Canadian Core, Sig High Income Fund
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A LIABILITIES
Mortgages Bank of Montreal
Loans or Lines of Credit Bank of Montreal
Guarantees N/A
Other N/A FINANCIAL INTERESTS N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR JASON LUAN
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Fengying Zhang) INCOME
Source Nature of Income
ADP Inc. Salary
Rental Properties Rent ASSETS
Real Property Principal Residence: Calgary Secondary Residence: Edmonton Rental Properties: 6307 Dalton Drive NW, Calgary; 1104, 4944 Dalton Drive NW, Calgary; 13803 Fairway Island Drive, Orlando Recreational Properties: Sanya, China
Bank, Trust Company or Other Financial TD Canada Trust Institution
Registered Savings Plans TD Waterhouse: CI Signature Corporate Bond Fund, iShares S&P 500 Index ETF, Signature High Income Fund, Harbour Fund, TD US Mid- Cap Growth Fund, RBC O’Shaughnessy US Value, TD Dow Jones Industrial Average Index (US), Mawer International Equity
Canada Savings Bonds and Investments N/A Guaranteed by Government Harbour Fund TFSA
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Manulife Financial
Pension Rights N/A
Other Assets N/A LIABILITIES
Mortgages Bank of Montreal
Loans or Lines of Credit Bank of Montreal
Guarantees N/A
Other N/A FINANCIAL INTERESTS N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. Thomas Lukaszuk CONSTITUENCY: Edmonton-Castle Downs
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. THOMAS LUKASZUK
FORM 1: MEMBER (Hon. Thomas Lukaszuk)
INCOME
Source Nature of Income Legislative Assembly MLA Indemnity and Allowance
ASSETS
Real Property Residence: St. Albert
Bank, Trust Company or Other Financial Institution Royal Bank
Registered Savings Plans Scotia Bank Mutual Funds: Fixed Income, Canadian Equity and Foreign Equity
Canada Savings Bonds and Investments Guaranteed by Government N/A N/A Mutual Funds
Guaranteed Investment Certificates and Similar Instruments N/A
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits Mad Hatters Gala provided by Chair of Board of Governors at MacEwan University ($500) Travel on Non-Commercial Aircraft N/A
LIABILITIES
Mortgages Scotia Bank
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. THOMAS LUKASZUK
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Stacey Brotzel)
INCOME
Source Nature of Income Rogers Media Salary Rental Property Rent
ASSETS
Real Property Residence: St. Albert Rental Property: 11154-52 Street, Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans -Scotia Bank Mutual Funds – Partners Balanced Income and Growth, Canadian Dividend, Partners Aggressive Growth -Standard Life
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages Bank of Nova Scotia
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR HON. THOMAS LUKASZUK
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 2)
INCOME (includes income received in 2013)
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at Dec 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Honourable Stephen Mandel CONSTITUENCY: Edmonton - Whitemud Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner
FORM 1: MEMBER (Hon. Stephen Mandel)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowances City of Edmonton (one time payment) Blind Trust Dividends
ASSETS
Real Property Principal Residence: Edmonton Secondary Residence: Arizona
Bank, Trust Company or Other Financial Servus Credit Union; TD Canada Trust; HSBC Institution
Registered Retirement Savings Plans Blind Trust
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds Blind Trust
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; Manulife
Pension Rights
Other Assets Blind Trust
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Lynn Mandel)
INCOME
Source Nature of Income Government of Canada Pension Mandel Group Inc. Dividends
ASSETS
Real Property Residence: Joint with Spouse Secondary : Joint with Spouse
Bank, Trust Company or Other Financial Joint with Spouse Institution
Registered Retirement Savings Plans TD Canada Trust
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
Delman Investments Ltd.
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
FORM 4: PRIVATE CORPORATIONS (843979 Alberta Ltd; Delman Investments Ltd., Mandel Group Inc., Topco Inc.)
INCOME: Blind Trust
Source Nature of Income
N/A
ASSETS: Blind Trust N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES: Blind Trust
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
843979 Alberta Ltd., Delman Investments Ltd., and Topco Inc., Mandel Group Inc. are held in a Blind Trust approved by Ethics Commissioner.
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Brian Mason CONSTITUENCY: Edmonton-Highlands-Norwood
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR BRIAN MASON
FORM 1: MEMBER
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Residence: Edmonton Recreational Property: British Columbia
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Derek Fox Financial: Mutual Funds: Dynamic Value; Fidelity Monthly Income; Manulife Global Focused; Manulife Growth Opportunities; TD Income Advantage; TD Real Return Bond
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds RBC Dominion Securities: Phillips Hagar North Dividend Income Fund, RBC Canadian Dividend Fund, RBC Canadian Money Market, Norrep II Fund
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, Johnson Insurance
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A Travel on Non-Commercial Aircraft N/A
LIABILITIES
Mortgages CIBC
Loans or Lines of Credit Servus Credit Union
Guarantees N/A
Other N/A FINANCIAL INTERESTS N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR BRIAN MASON
FORM 2: MEMBER'S SPOUSE OR ADULT INTERDEPENDENT PARTNER (Karin Olson)
INCOME
Source Nature of Income
University of Alberta Salary
Government of Canada CPP
ASSETS
Real Property Residence: Edmonton Recreational Property: British Columbia
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans CIBC (mutual funds)
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights Public Service Pension Plan; Academic Pension Plan
Other Assets N/A
LIABILITIES
Mortgages CIBC
Loans or Lines of Credit Servus Credit Union
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Bruce McAllister CONSTITUENCY: Chestermere – Rocky View Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR BRUCE M CALLISTER
FORM 1: MEMBER (Bruce McAllister)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity
ASSETS
Real Property Principal Residence: Chestermere Secondary Residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans HSBC: Canadian Bond Fund
Canada Savings Bonds and Investments N/A Guaranteed by Government
TSFA HSBC: WE Diversified Growth Fund
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages HSBC
Loans or Lines of Credit HSBC
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR BRUCE M CALLISTER
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Lisa McAllister)
INCOME
Source Nature of Income
N/A N/A
ASSETS
Real Property Principal Residence: Chestermere Secondary Residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans HSBC WS Diversified Aggressive Growth Fund
Canada Savings Bonds and Investments N/A Guaranteed by Government Joint with Spouse TSFA
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages HSBC
Loans or Lines of Credit HSBC
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR BRUCE M CALLISTER
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 2)
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Registered Retirement Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR BRUCE M CALLISTER
FORM 4: PRIVATE CORPORATIONS (Studio 390)
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Everett McDonald CONSTITUENCY: Grande Prairie - Smoky Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR EV ERETT M CDONALD
FORM 1: MEMBER (Everett McDonald)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity
Tuk A Toy Salary
Farm Property Rental Income and Oil Lease Income ASSETS
Real Property Principal Residence: County of Grande Prairie No. 1 Secondary Residence: Edmonton Recreational Property: Avondale, Arizona Farm Property: County of Grande Prairie No. 1
Bank, Trust Company or Other Financial Royal Bank, ATB Financial, Manulife One Bank Institution
Registered Savings Plans -Royal Bank: GICs -Manulife Investments: Guaranteed Investment Funds Select -Great West Life
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, Sun Life Financial
Pension Rights Great West Life Pension
Other Assets Farm Equipment, Buildings, Grain Bins; REA 1980, 2006
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A LIABILITIES Mortgages N/A Loans or Lines of Credit Royal Bank, Manulife One, Toyota Financial Services
Guarantees N/A
Other N/A FINANCIAL INTERESTS
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR EV ERETT M CDONALD
Tuk A Toy, Deep Creek Farms
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEM ENT FOR EV ERETT M CDONALD
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Tina Marie McDonald)
INCOME
Source Nature of Income
Tuk A Toy Salary ASSETS
Real Property Principal Residence: County of Grande Prairie No. 1 Secondary Residence: Edmonton Recreational Property: Avondale, Arizona Farm Property: County of Grande Prairie No. 1
Bank, Trust Company or Other Financial Royal Bank, ATB Financial, Scotia Bank, Institution Manulife One Bank
Registered Savings Plans -Manulife Pension Builder, Manulife GIF -Great West Life
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Wawnesa Universal Life, Industrial Alliance Pacific, Sun Life Employee
Pension Rights Great West Life; Wawanesa Life
Other Assets Farm Equipment, Buildings, Grain Bins LIABILITIES
Mortgages MCAP Mortgage
Loans or Lines of Credit Royal Bank, Manulife One, Toyota Financial Services
Guarantees N/A
Other N/A FINANCIAL INTERESTS
Tuk A Toy, Deep Creek Farms
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEM ENT FOR EV ERETT M CDONALD
FORM 4: PRIVATE CORPORATIONS (1407553 Alberta Ltd.)
INCOME
Source Nature of Income
Rental Property Rent
ASSETS
Real Property Lots 1-5 Block 1 Plan 1410 AC
Bank, Trust Company or Other Financial ATB Financial Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages ATB Financial
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. Ric McIver CONSTITUENCY: Calgary - Hays Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR HON. RIC MCIVER
FORM 1: MEMBER (Ric McIver)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Principal Residence: Calgary Secondary Residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Investors Group: Investors Income Portfolio
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds Investors Group: Allegro Balanced Portfolio
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets Blind Trust
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft April 19, 2013: Aerial tour of the Fort McMurray region, including Suncor facilities and proposed infrastructure improvements, provided by Suncor
LIABILITIES
Mortgages Investors Group
Loans or Lines of Credit Ford Canada Credit, Royal Bank, Investors Group
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR HON. RIC MCIVER
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Christine McIver)
INCOME
Source Nature of Income
Kids Cancer Care Foundation of Alberta Salary
ASSETS
Real Property Principal Residence: Calgary Secondary Residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Investors Group: Income Plus Portfolio
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Manulife Financial
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages Investors Group
Loans or Lines of Credit Royal Bank, Honda Canada
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEM ENT FOR HON. RIC MCIVER
FORM 4: PRIVATE CORPORATIONS (McIver & Associates Inc. and Brighter Futures Energy Inc.)
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. Diana McQueen CONSTITUENCY: Drayton Valley-Devon Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. DIANA MCQUEEN
FORM 1: MEMBER (Hon. Diana McQueen)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Principal Residence: Drayton Valley Secondary Residence: Edmonton
Bank, Trust Company or Other Financial Royal Bank Institution
Registered Savings Plans -Royal Bank Mutual Funds: Canadian Equity, Bond, Canadian Dividend, Monthly Income, North American Growth
Canada Savings Bonds and Investments N/A Guaranteed by Government
TFSA Royal Bank of Canada
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft July 3, 2013: Aerial tour of CNRL facilities near Cold Lake, provided by CNRL LIABILITIES
Mortgages Royal Bank
Loans or Lines of Credit Royal Bank
Guarantees N/A
Other N/A FINANCIAL INTERESTS N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. DIANA MCQUEEN
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (James McQueen)
INCOME
Source Nature of Income
Clariant Oilfield Services Salary Commissions AMF
ASSETS
Real Property Residence: Drayton Valley
Bank, Trust Company or Other Financial Royal Bank Institution
Registered Savings Plans -Royal Bank: Mutual funds – Canadian Dividend Fund, O’Shaughnessy
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Manulife
Pension Rights N/A
Other Assets Securities: Blind Trust
LIABILITIES Royal Bank Mortgages
Loans or Lines of Credit Royal Bank
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR HON. DIANA MCQUEEN
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 1)
INCOME (includes income received in 2013)
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR HON. DIANA MCQUEEN
FORM 4: PRIVATE CORPORATIONS (Movie Madness Video Ltd.)
INCOME (includes income received in 2013)
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Rachel Notley CONSTITUENCY: Edmonton-Strathcona Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR RACHEL NOTLEY
FORM 1: MEMBER (Rachel Notley)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance (Commencing October 2014)
Rental Property Rent
ASSETS
Real Property Residence: Edmonton Rental Property: 9313-93 Street Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans -CIBC Wood Gundy: Province of Ontario bonds -Manulife Financial: GICs; Registered Advantage Account Mutual funds: Manulife Monthly High Income and Strategic Income funds
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, WE Insurance, Empire Life
Pension Rights Municipal Pension Plan: BC Pension Corporation
Other Assets N/A N/A Gifts and Personal Benefits
Travel on Non-commercial Aircraft N/A LIABILITIES
Mortgages MCAP, National Bank
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A FINANCIAL INTERESTS
N/A As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR RACHEL NOTLEY
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Lou Arab)
INCOME
Source Nature of Income
Canadian Union of Public Employees Salary
Rental Property Rent
ASSETS
Real Property Residence: Edmonton Rental Property: 9313-93 Street Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Great West Life, WE Insurance, Empire Life
Pension Rights CUPE Employees Pension Plan
Other Assets N/A
LIABILITIES
Mortgages MCAP, National Bank
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEM ENT FOR RACHEL NOTLEY
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 2)
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Registered Education Savings Plans Concentra Financial Funds
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. Frank Oberle CONSTITUENCY: Peace River
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. FRANK OBERLE
FORM 1: MEMBER (Hon. Frank Oberle)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Primary Residence: Peace River; Secondary Residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Investors Group Mutual Funds: Investors Group Mutual funds: IG Global precious Metals, US Growth, Canadian Equity, Canadian Growth, Canadian Large Cap, Canadian Natural Resource, Canadian Small Cap, Dividend Fund, Greater China, US Large Cap.
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; Canada Life
Pension Rights Daishowa-Marubeni Group Retirement Services
Other Assets N/A
Gifts and Personal Benefits N/A Travel on Non-Commercial Aircraft N/A
LIABILITIES
Mortgages Manulife Financial
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. FRANK OBERLE
FORM 2: MEMBER’S SPOUSE OR ADULT INTERDEPENDENT PARTNER (Deborah Jo Oberle)
INCOME
Source Nature of Income DLC 1st Financial Link Commission
ASSETS
Real Property Primary Residence: Peace River; Secondary Residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Investors Group Mutual Funds: Canadian Large Cap Value; Canadian Small Cap, Dividend, Retirement Growth Portfolio, US Dividend Growth, US Large Cap Value Spousal: Mutual Funds: Investors Canadian Large Cap, Small Cap, Dividend Funds
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages Manulife Financial
Loans or Lines of Credit N/A
Guarantees N/A
Other Scotia Bank Visa
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR HON. FRANK OBERLE
FORM 4: PRIVATE CORPORATIONS (1691836 Alberta Ltd.)
INCOME
Source Nature of Income
Dominion Lending Centres 1st Financial Link Salary
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2013 (including material amendment changes to November 15, 2013)
NAME OF MEMBER: Cathy Olesen CONSTITUENCY: Sherwood Park Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR CATHY OLESEN
FORM 1: MEMBER (Cathy Olesen)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity ASSETS
Real Property Residence: Sherwood Park
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans -BMO: Select Class Balanced Portfolio, Asset Allocation and Dividend Funds -Strathcona County RRSP: Sprucegrove International Equity; AGF Growth and Income; Balanced Portfolio; GWL Investment Management Real Estate; Jarislowsky Fraser Canadian Equity; Renaissance Canadian Balanced Value funds
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A LIABILITIES
Mortgages Bank of Montreal
Loans or Lines of Credit Ford Canada
Guarantees N/A
Other N/A FINANCIAL INTERESTS
N/A
As at April 1, 2013, including material amendment changes to November 15, 2013 Page 2 PUBLIC DISCLOSURE STATEMENT FOR CATHY OLESEN
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Rex Adam)
INCOME
Source Nature of Income
Sutton Commercial Real Estate Commission
Other RRSP Income; Pensions
ASSETS
Real Property Residence: Sherwood Park Farm Property: Leduc County
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights Alberta Pensions Services Corporation
Other Assets N/A
LIABILITIES
Mortgages Bank of Montreal
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2013, including material amendment changes to November 15, 2013 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 15, 2014)
NAME OF MEMBER: Hon. Verlyn Olson CONSTITUENCY: Wetaskiwin-Camrose Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. VERLYN OLSON
FORM 1: MEMBER (Hon. Verlyn Olson)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance Pasture Land Rental
ASSETS
Real Property (Joint with Spouse) Principal Residence: Camrose Secondary Residence: Edmonton Recreational: Newfoundland
Bank, Trust Company or Other Financial TD Canada Trust Institution
Registered Savings Plans Blind Trust
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan Canadian Bar Association RBC Insurance
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages TD Canada Trust
Loans or Lines of Credit TD Canada Trust
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2013, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. VERLYN OLSON
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Mardell Olson)
INCOME
Source Nature of Income
N/A
ASSETS
Real Property (Joint with Spouse) Principal Residence: Camrose Secondary Residence: Edmonton Recreational: Newfoundland
Bank, Trust Company or Other Financial (Joint with Spouse) Institution TD Canada Trust
Registered Savings Plans -TD Waterhouse: Cash; Capital Power, Ridgewood Canadian Trust Units, -Primerica: PCS Growth Fund
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and TD Canada Trust Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights Alberta Teachers’ Retirement Fund
Other Assets N/A
LIABILITIES
Mortgages TD Canada Trust (Joint with Spouse)
Loans or Lines of Credit TD Canada Trust (Joint with Spouse)
Guarantees Regarding The Thorville Group Inc.: Battle River Credit Union, Beaumont Credit Union, BMO
Other N/A
FINANCIAL INTERESTS
The Thorville Group Inc.
As at April 1, 2013, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Bridget Pastoor CONSTITUENCY: Lethbridge-East
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR BRIDGET PASTOOR
FORM 1: MEMBER (Bridget Pastoor)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity Government of Canada Pension Other RRIF Income
ASSETS
Real Property Residences: Lethbridge Rental: Lethbridge Recreational: Lee Lake
Bank, Trust Company or Other Financial Royal Bank; 1st Choice Savings Institution RBC-Investors Group Mutual Funds: Mortgage Registered Savings Plans and Short Term Income, Dividend, Canadian High Yield Income funds -1st Choice Savings & Credit Union: RIFF -Royal Bank: GICs (TFSA)
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and 1st Choice Savings & Credit Union Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan N/A Pension Rights
Other Assets N/A
Gifts and Personal Benefits N/A
LIABILITIES
Mortgages First Line Mortgages
Loans or Lines of Credit N/A N/A Guarantees
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR BRIDGET PASTOOR
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Blake Pedersen CONSTITUENCY: Medicine Hat Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR BLAKE PEDERSEN
FORM 1: MEMBER (Blake Pedersen)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
Unrealistic Expectations Ltd. Dividend Income
Local Advantage Wages
ASSETS
Real Property Residence: Medicine Hat Recreational Property: Luxus Vacation Properties
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans RBC Dominion Securities: Cash; BMO Mid Provincial Bond, iShares 5 – 10 year laddered; RBC Mutual Funds; Vanguard Total International
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits Ticket to Festival of Trees from JEH Family Holdings ($500)
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR BLAKE PEDERSEN
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Angela Ann Kolody)
INCOME
Source Nature of Income
Royal LePage Realty Commission
ASSETS
Real Property Residence: Medicine Hat Recreational Property: Luxus Vacation Properties
Bank, Trust Company or Other Financial ATB Financial Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds Sentry Diversified Total Return Fund
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets CIBC Wood Gundy: CIBC Alerian MLP Notes
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
Mauna Lani Development Ltd. Class A Shares
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEM ENT FOR BLAKE PEDERSEN
FORM 4: PRIVATE CORPORATIONS (Local Advantage Ltd.; Unrealistic Expectations Ltd.; and A. Kolody Holdings Ltd.)
INCOME
Source Nature of Income
Local Advantage Ltd. Commission sales
ASSETS
Real Property Unrealistic Expectations Ltd.: Edmonton Condo
Gull Lake, Saskatchewan
Bank, Trust Company or Other Financial Local Advantage Ltd.: ATB Financial Institution Unrealistic Expectations Ltd.: Royal bank A. Kolody Holdings Ltd.: ATB Financial
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds Unrealistic Expectations Ltd.: CI Harbour Fund; Cambridge American Equity Corporate Class Mackenzie Cundill Value Fund, MacKenzie Canadian Resource Fund and Cundill Canadian Security and Recovery Funds
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets Local Advantage Ltd.: Vehicles and Equipment Unrealistic Expectations: furnishings
LIABILITIES
Mortgages Unrealistic Expectations Ltd.: Royal Bank
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at Dec 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Honourable Jim Prentice CONSTITUENCY: Calgary-Elbow Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR
FORM 1: MEMBER (Honourable Jim Prentice)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Expenses CIBC Salary Government of Canada Pension
ASSETS
Real Property Principal Residence: Calgary, AB Recreational Property: Kananaskis
Bank, Trust Company or Other Financial CIBC; Royal Bank (USA); Royal Bank of Canada Institution
Registered Retirement Savings Plans Blind Trust
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds Blind Trust
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; Canadian Bar Insurance
Pension Rights CIBC; Government of Canada
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages CIBC; Royal Bank of Canada
Loans or Lines of Credit CIBC
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
Katassi Development Ltd (held in a Blind Trust approved by Ethics Commissioner)
As at Dec 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Karen Anne Prentice)
INCOME
Source Nature of Income Matrix Solutions Inc. Director Fees ( resigned December 2014) ( ASSETS
Real Property Joint with Spouse
Bank, Trust Company or Other Financial Joint with Spouse; CIBC Institution
Registered Retirement Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds Blind Trust Stocks, Bonds and Publicly Traded Securities Blind Trust
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages Joint with Spouse
Loans or Lines of Credit Joint with Spouse
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
MacGillivry Land Corp. – resignation pending
As at Dec 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR
FORM 4: PRIVATE CORPORATIONS (Katassi Development 100% Share Ownership – held in a Blind Trust approved by Ethics Commissioner)
INCOME
Source Nature of Income
N/A Blind Trust
ASSETS Blind Trust Real Property
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds Blind Trust
Guaranteed Investment Certificates and Blind Trust Similar Instruments Blind Trust Publicly Traded Securities
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
Interests held in Blind Trust approved by Ethics Commissioner
As at Dec 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Sohail Quadri CONSTITUENCY: Edmonton - Millwoods Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR SOHAIL QUADRI
FORM 1: MEMBER (Sohail Quadri)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity Rainbow Copy Rental Income Rental Properties
ASSETS
Real Property Residences: Edmonton Rental – 1510 Weldwood Way; 1616 Lacombe Court
Bank, Trust Company or Other Financial TD Canada Trust, CIBC, Servus Credit Union Institution -CIBC: Cash Registered Savings Plans -Edward Jones: Dundee Investment Savings Account -PFSL Investments: PSC Growth Fund -WFG Securities of Canada
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and CIBC Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, Equitable Life
Pension Rights N/A
Other Assets Proceeds from sale of Rainbow Copy
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages TD Canada Trust, Royal Bank
Loans or Lines of Credit Servus Credit Union
Guarantees N/A
Other Royal Bank VISA
FINANCIAL INTERESTS
N/A As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR SOHAIL QUADRI
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Sarwat Quadri)
INCOME
Source Nature of Income
N/A N/A
ASSETS
Real Property Joint with Spouse
Bank, Trust Company or Other Financial TD Canada Trust Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Canada Life
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages Joint with Spouse
Loans or Lines of Credit Joint with Spouse
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: David Quest CONSTITUENCY: Strathcona – Sherwood Park Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR DAVID QUEST
FORM 1: MEMBER (David Quest)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
Rental Properties Rent ASSETS
Real Property Principal Residence: Sherwood Park Rental Properties: 21, 6125 – 98 Avenue, Edmonton 203, 7203-171 Street Edmonton; 18012-95 Avenue Edmonton; Davenport, Florida
Bank, Trust Company or Other Financial TD Canada Trust Institution
Registered Savings Plans Blind Trust
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, Sun Life
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A LIABILITIES
Mortgages TD Canada Trust
Loans or Lines of Credit TD Canada Trust
Guarantees N/A
Other N/A FINANCIAL INTERESTS N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR DAVID QUEST
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Fiona Beland)
INCOME
Source Nature of Income
County of Strathcona Salary
ASSETS
Real Property Principal Residence: Sherwood Park Rental Properties: 21, 6125 – 98 Avenue, Edmonton; 203, 7203-171 Street Edmonton; 18012-95 Avenue Edmonton; Davenport, Florida
Bank, Trust Company or Other Financial TD Canada Trust Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages TD Canada Trust
Loans or Lines of Credit TD Canada Trust
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR DAVID QUEST
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 1)
INCOME
Source Nature of Income
N/A
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial N/A Institution
Registered Education Savings Plans Fidelity Investments: Canadian Balanced Class Fund
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. Dave Rodney CONSTITUENCY: Calgary-Lougheed
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR DAVE RODNEY
FORM 1: MEMBER (Dave Rodney)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance ASSETS
Real Property Residence: Canmore
Bank, Trust Company or Other Financial CIBC Institution
Registered Savings Plans Blind Trust
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; Canada Life; Standard Life
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A Travel on Non-Commercial Aircraft N/A LIABILITIES
Mortgages Scotia Bank
Loans or Lines of Credit N/A N/A Guarantees
Other N/A FINANCIAL INTERESTS N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR DAVE RODNEY
FORM 2: MEMBER’S SPOUSE OR ADULT INTERDEPENDENT PARTNER (Jennifer Rodney)
INCOME
Source Nature of Income N/A
ASSETS
Real Property Joint with Spouse CIBC Bank, Trust Company or Other Financial Institution
Registered Savings Plans CIBC Securities Inc.: CIBC Managed Balanced Portfolio
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Standard Life, Canada Life, Manulife Financial
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages Scotia Bank
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR DAVE RODNEY
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 2)
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR DAVE RODNEY
FORM 4: PRIVATE CORPORATIONS (SpiritQuest Enterprises Inc.)
INCOME
Source Nature of Income
Speaking Fees Fee for services
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets Office equipment and supplies; climbing equipment
LIABILITIES
Mortgages N/A N/A Loans or Lines of Credit
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: George Rogers CONSTITUENCY: Leduc-Beaumont
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR GEORGE ROGERS
FORM 1: MEMBER (George Rogers)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Residence: Leduc Secondary Residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Royal Bank: RBC Select Balanced Portfolio Manulife Bank: GICs
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; TransAmerica Life, Manulife Financial, Wawanesa N/A Pension Rights
Other Assets N/A
Gifts and Personal Benefits N/A Travel on Non-Commercial Aircraft N/A
LIABILITIES
Mortgages Royal Bank
Loans or Lines of Credit Royal Bank N/A Guarantees
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Bruce Rowe CONSTITUENCY: Olds – Didsbury – Three Hills Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR BRUCE ROW E
FORM 1: MEMBER (Bruce Rowe)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity
Government of Canada Pensions
ASSETS
Real Property Residence: Beiseker Recreational Property: Buckeye, Arizona
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans RBC Dominion Securities: Cash
Canada Savings Bonds and Investments RBC Dominion Securities: Cash Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and RBC Dominion Securities: Cash Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets Mortgage Investments
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages Royal Bank
Loans or Lines of Credit Royal Bank
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR BRUCE ROW E
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Carol Rowe)
INCOME
Source Nature of Income
Government of Canada Pension
ASSETS
Real Property Residence: Beiseker Recreational Property: Buckeye, Arizona
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans RBC Dominion Securities: Cash
Canada Savings Bonds and Investments RBC Dominion Securities: Cash Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and Joint with Spouse Similar Instruments
Annuities and Life Insurance Policies Manulife Financial
Pension Rights N/A
Other Assets Mortgage Investment
LIABILITIES
Mortgages Royal Bank
Loans or Lines of Credit Royal Bank
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Parmjit (Peter) Sandhu CONSTITUENCY: Edmonton-Manning
Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR PETER SANDHU
FORM 1: MEMBER (Peter Sandhu)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Principal Residence: Edmonton Recreational: India; Las Vegas time shares Rental Property: 436 Buchanan Road, Edmonton
Bank, Trust Company or Other Financial Servus Credit Union Institution
Registered Savings Plans National Bank Financial
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, Manulife Financial, Canada Life
Pension Rights N/A
Other Assets Securities: Indostar Gold Corp., Complex Minerals Corp., Blue Gold International Inc.
Gifts and Personal Benefits Attendance at NRI Conference – Member was a presenter at the conference: 2 nights lodging, security and transportation provided by government of Punjab (Value of lodging under $400; other costs part of delivery of conference)
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages Servus Credit Union, First Line Mortgages, Magnum Mortgage Realty Corp.
Loans or Lines of Credit Servus Credit Union, Punjab Nation Bank, H. Johal, D. Purewall, M. Khosa, J. Punia, H. Hundle, J. Singh, M. Ajula, K. Samra, B. Dahliwal, V. Grewal, M. Toor, I Cheema
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR PETER SANDHU
Guarantees National Home Warranty, Blanket Home Warranty, Jessica Enterprises Ltd., Westpoint Capital Corporation, K.V.Capital; credit cards
Other 9 legal actions in progress.
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR PETER SANDHU
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Kamaljit Sandhu)
INCOME
Source Nature of Income
N/A Salary
ASSETS
Real Property Residence: Edmonton Recreational: India; Nevada Rentals: #3, 4040 – 66 Street, Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Manulife Financial, Canada Life, London Life
Pension Rights N/A
Other Assets New View Alliance Ltd.
LIABILITIES
Mortgages Servus Credit Union
Loans or Lines of Credit J. Dhatt; M. Aujla
Guarantees Westpoint Capital Corporation, K.V.Capital
Other Statement of Claim
FINANCIAL INTERESTS
New View Alliance Ltd.; 5303 – 50th St. Edmonton
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR PETER SANDHU
FORM 4: PRIVATE CORPORATIONS (NewView Homes Ltd. and Energystars Homes Ltd.
INCOME (includes income received in 2013)
Source Nature of Income
NewView Homes Ltd. Sales
Realty Executive Polaris Realty Ltd. Commission Rental Properties Rent ASSETS
Real Property Newview Homes: Rental: 10 Empire Court, St. Albert; Homes: 14 and 16 Leveque Way, St. Albert; 238 Callaghan Drive SW, Edmonton;
Bank, Trust Company or Other Financial Royal Bank of Canada Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Insurance policies: Portage Mutual Insurance, Premier Marine, Blanket Home Warranty, National Home Warranty
Other Assets N/A LIABILITIES Mortgages Calvert Home Mortgage Investment Corporation; Ironwood II Assets Inc/Ironwood Group; K.V. Capital, 417919 Alberta Ltd., ; Westpoint Capital Corporation
Loans or Lines of Credit GMAC, Servus Credit Union, Demand Builders Mortgage; K.V. Capital; M. Ubhi, P. Ubhi, S. Virk, R. Dhaiwal, G. Malhi, Art Custom Homes Ltd.; B. Sahota; P. Virk; S. Grewal
Guarantees National Home Warranty program; Blanket Home Warranty Program
Other Newview Homes: Statements of Claim Energy Star Homes rental charges
Credit Cards: VISAs, MasterCards, American As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5 PUBLIC DISCLOSURE STATEMENT FOR PETER SANDHU
Express FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 6
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2013 (including material amendment changes to November 15, 2013)
NAME OF MEMBER: Janice Sarich CONSTITUENCY: Edmonton-Decore Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR JANICE SARICH
FORM 1: MEMBER (Janice Sarich)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Residence: Edmonton
Bank, Trust Company or Other Financial CIBC Institution
Registered Savings Plans CIBC Investor Services: CIBC Monthly Income Fund, CIBC Canadian Index Fund Wolverton Securities Ltd: Enervest Diversified Income Trust Units
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit CIBC
Guarantees N/A
Other BMO Mastercard
FINANCIAL INTERESTS
N/A
As at April 1, 2013, including material amendment changes to November 15, 2013 Page 2 PUBLIC DISCLOSURE STATEMENT FOR JANICE SARICH
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Steve Sarich)
INCOME
Source Nature of Income OEM Remanufacturing Company Salary
ASSETS
Real Property Residence: Edmonton
Bank, Trust Company or Other Financial CIBC Institution
Registered Savings Plans -CIBC -Wolverton Securities Ltd.
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights Local Authorities Pension Plan
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit CIBC
Guarantees N/A
Other BMO Mastercard
FINANCIAL INTERESTS
N/A
As at April 1, 2013, including material amendment changes to November 15, 2013 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Shayne Saskiw CONSTITUENCY: Lac La Biche -St. Paul -Two Hills Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR SHAYNE SASKIW
FORM 1: MEMBER (Shayne Saskiw)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity
Saskiw Law Fees
Rental Property Rent
ASSETS
Real Property Rental Property: 401, 4220-139 Ave., Edmonton Other: E½ of NW-9-53-10-W4
Bank, Trust Company or Other Financial Bank of Montreal Institution
Registered Savings Plans CIBC RRSP: Pimco Monthly Income Fund
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, London Life, Allstate
Pension Rights N/A
Other Assets Saskiw Law: Work-in-Progress Private loan: R. Rajoo
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit ATB Financial
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
Saskiw Law
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR SHAYNE SASKIW
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Shannon Stubbs)
INCOME
Source Nature of Income
Legislative Assembly of Alberta Salary (to March 2014)
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial ATB Financial Institution
Registered Savings Plans CIBC RRSP: Pimco Monthly Income Fund
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds CIBC: Renaissance High Interest Savings
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Great West Life
Pension Rights Alberta Pensions Administration
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR SHAYNE SASKIW
FORM 4: PRIVATE CORPORATIONS (Albertans for Landowner Rights Ltd. – 100% Spouse)
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. Don Scott CONSTITUENCY: Fort McMurray - Conklin Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. DON SCOTT
FORM 1: MEMBER (Don Scott)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
Donald K. Scott Professional Corporation Payment from Trust ASSETS
Real Property Primary Residence: Fort McMurray Secondary Residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Scotiabank: Scotia Partners Aggressive Growth Portfolio
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds Scotiabank: Scotia Partners Aggressive Growth Portfolio
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits Tickets to Keyano College’s “Affair of the Arts” and “Les Miserables”; Northern Lights Hospital Foundation; (Krista Balsom - $680)
Travel on Non-commercial Aircraft -August 13, 2013: Flight from Fort McMurray to Fort Chipewyan to discuss local concerns, provided by the Regional Municipality of Wood Buffalo -Helicopter flight with Mayor of Ft. McMurray to review new Medivac Helicopter LIABILITIES
Mortgages N/A
Loans or Lines of Credit Servus Credit Union
Guarantees TD Canada Trust: Donald K. Scott Professional Corporation; McMurray Law Office
Other Mastercard, Visa
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. DON SCOTT
FINANCIAL INTERESTS N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR HON. DON SCOTT
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Janey Scott)
INCOME
Source Nature of Income
N/A
ASSETS
Real Property Primary Residence: Fort McMurray Secondary Residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages Servus Credit Union
Loans or Lines of Credit Servus Credit Union; Ally Credit Canada Ltd.; Royal Bank
Guarantees TD Canada Trust: Donald K. Scott Professional Corporation
Other CIBC VISA
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR HON. DON SCOTT
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 2)
INCOME
Source Nature of Income
N/A
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5 PUBLIC DISCLOSURE STATEMENT FOR HON. DON SCOTT
FORM 4: PRIVATE CORPORATIONS (1360141 Alberta Ltd. and Donald K. Scott Professional Corporation)
INCOME
Source Nature of Income
Donald K. Scott Professional Corporation The Professional Corporation is a partner in a law firm that by partnership agreement is held in trust and does not participate in any of the firm’s activities – legal or business. Total Oil Company Rent
ASSETS
Real Property 9917 Biggs Avenue, Fort McMurray
Bank, Trust Company or Other Financial Under Partnership Trust Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Alberta Blue Cross
Other Assets Equipment and Furnishings
LIABILITIES
Mortgages TD Canada Trust
Loans or Lines of Credit TD Canada Trust; Citi Financial, Royal Bank
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
Donald K Scott Professional Corporation held in blind trust approved by the Ethics Commissioner.
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 6
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Dr. Rajnish Sherman CONSTITUENCY: Edmonton-Meadowlark Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR DR. RAJNISH SHERM AN
FORM 1: MEMBER (Dr. Raj Sherman)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
Empress Group Ltd. Dividend Income
Rental Property Rent
MD Management Investment Income ASSETS
Real Property Residence: Edmonton Other: 11109, 11111 University Avenue
Bank, Trust Company or Other Financial CIBC Institution
Registered Savings Plans MD Management: MD Stable Income Fund
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds MD Management: MD Stable Income Fund, Renaissance High Interest Savings
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, MD Management
Pension Rights N/A
Other Assets RESP: MD Management; Personal loan to family member
Gifts and Personal Benefits May 2013: Two tickets to Cirque du Soleil’s Amaluna, provided by Cirque du Soleil July 2014: Two tickets to Odessyo, provided by Cirque du Soleil January 2014 - Two Tickets to ‘Tribute to the Beatles’ – provided by Christenson Equities
Travel on Non-commercial Aircraft N/A LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR DR. RAJNISH SHERM AN
Guarantees N/A
Other N/A FINANCIAL INTERESTS N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR DR. RAJNISH SHERM AN
FORM 4: PRIVATE CORPORATIONS Rajnish Sherman Professional Corp., Empress Group Ltd.
INCOME
Source Nature of Income
Alberta Health Services Rajnish Sherman Professional Corporation: Physician’s salary 1001102 Alberta Ltd. Interest income
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial Both Corporations: CIBC Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and Empress Group: MD Management Renaissance Similar Instruments High Interest Savings
Annuities and Life Insurance Policies N/A
Other Assets RS Prof Corp: 1001102 Alberta Ltd. (Loan)
LIABILITIES
Mortgages N/A
Loans or Lines of Credit Empress Group Ltd.: Rajnish Sherman Professional Corporation; Rajnish Sherman
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2013 (including material amendment changes to November 15, 2013)
NAME OF MEMBER: Danielle Smith CONSTITUENCY: Highwood Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR DANIELLE SM ITH
FORM 1: MEMBER (Danielle Smith)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Principal Residence: High River Secondary Residence: Edmonton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans RRSP-Raymond James: Mutual Funds: PShares Canadian Dividend Index, Dynamic Value Fund, Edgepoint Canadian and Global Portfolio, Mac Cundill Recovery Series, Mac Cundill Value Fund RBC Direct: RBC Canadian Index, US Index Currency Neutral, International Index Currency Neutral & Canadian Government Bond Index Fund TFSA-RBC Direct Investing: Mutual Funds: RBC Canadian Index, US Index Currency Neutral, International Index Currency Neutral Funds
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, TransAmerica Life
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits Tickets to Festival of Trees – provided by JEH Family Holdings Airfare/Hotel reimbursement for speaking engagement at Manning Centre in Ottawa T. Patrick Boyle Founder's Award Honouring Clive Beddoe, Chairman of WestJet Airlines on October 30th in Calgary. She will be attending as a guest of Jim Davidson at the FirstEnergy table.
As at April 1, 2013, including material amendment changes to November 15, 2013 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR DANIELLE SM ITH
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages TD Canada Trust; ING
Loans or Lines of Credit TD Canada Trust; ING, Ford Finance
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2013, including material amendment changes to November 15, 2013 Page 3 PUBLIC DISCLOSURE STATEM ENT FOR DANIELLE SM ITH
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (David Moretta)
INCOME
Source Nature of Income
Quebecor - Sun Media; Global TV Contract
Government of Canada Salary
ASSETS
Real Property Joint with Spouse
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans TD Canada Trust: TD Funds: Managed Aggressive Growth, Canadian Small-Cap Equity, Canadian Index, US Index, International Index, Canadian Bond Index; Equity: Canadian Pacific Railway, Toronto Dominion Bank
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies TransAmerica Life
Pension Rights CanWest Pension; Sun TV: Standard Life
Other Assets N/A
LIABILITIES
Mortgages TD Canada Trust, ING
Loans or Lines of Credit TD Canada Trust; ING, Ford Finance
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2013, including material amendment changes to November 15, 2013 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. Richard Starke CONSTITUENCY: Vermilion-Lloydminster Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR RICHARD STARKE
FORM 1: MEMBER (Richard Starke)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Principal Residence: County of Vermilion River No. 24 Secondary Residences: Edmonton, Calgary
Bank, Trust Company or Other Financial Servus Credit Union, Bank of Montreal Institution
Registered Savings Plans -Servus Credit Union: GICs -RBC Dominion Securities: Mutual Funds: Russell Funds: Emerging Markets Equity Pool, Canadian Equity Pool, Overseas Equity Pool, Canadian Fixed Income Pool, US Equity Pool
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and Servus Credit Union Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, Manulife Financial
Pension Rights N/A
Other Assets -Family RESP: Desjardins Investments Inc.: Mackenzie Financial Short Term Income - Shareholder Loan: R.K.A. Starke Veterinary Services Ltd.
Gifts and Personal Benefits Calgary Airport Authority (YYC) to pay for the Minister's travel and accommodation expenses to China to assist with negotiations with Beijing Air for a flight slot for a direct flight from Calgary to Beijing.
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages Servus Credit Union
Loans or Lines of Credit Scotia Bank, Hyundai Canada
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR RICHARD STARKE
Guarantees N/A
Other N/A FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR RICHARD STARKE
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Alison Chiswell Starke)
INCOME
Source Nature of Income
Servus Credit Union Salary
Alberta Central Salary
A.L. Chiswell Veterinary Services Ltd. Dividend; Shareholder Loan Payment
ASSETS
Real Property Principal Residence: County of Vermilion River No. 24 Secondary Residences: Edmonton, Calgary
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans -RBC Dominion Securities: Fixed income: Province of BC bond: Equities: Fairfax Financial Holdings Ltd., Canadian Natural Resources Ltd., Husky Energy Inc., Precision Drilling Corp., Quebecor Inc., Royal Bank of Canada, Suncor Energy Inc., Toronto Dominion Bank, 3M Company Mutual Funds: Bissett Canadian Balanced, RBC North American Value, TD Dividend Income Fund -Servus Credit Union: GICs
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and Servus Credit Union: GICs Similar Instruments
Annuities and Life Insurance Policies Manulife Financial
Pension Rights N/A
Other Assets -Family RESP: Desjardins Investments Inc.: Mackenzie Financial Short Term Income - Shareholder Loan: A.L. Chiswell Veterinary Services Ltd.
LIABILITIES Mortgages Servus Credit Union
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR RICHARD STARKE
Loans or Lines of Credit Scotia Bank, Hyundai Canada
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
Arclan Holdings Ltd.
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5 PUBLIC DISCLOSURE STATEMENT FOR RICHARD STARKE
FORM 4: PRIVATE CORPORATIONS (R.K.A. Starke Veterinary Services Ltd.; A.L. Chiswell Veterinary Services Ltd.)
INCOME
Source Nature of Income
A.L. Chiswell Veterinary Services Ltd.: Vet Six Properties: Management Fee
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds R.K.A. Starke Veterinary Services Ltd.: Scotia McLeod: Lifepoints Balanced Growth Portfolio A.L. Chiswell Veterinary Services Ltd.: Investors Group Mutual Funds: Dividend, Global Dividend, Canadian Large Caps, Mackenzie Ivy European
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets Accounts Receivables
LIABILITIES
Mortgages N/A
Loans or Lines of Credit Vet-Six: Servus
Guarantees N/A
Other Shareholder loans
FINANCIAL INTERESTS
Vet-Six Properties
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 6
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Pat Stier CONSTITUENCY: Livingstone - McLeod Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR PAT STIER
FORM 1: MEMBER (Pat Stier)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance ASSETS
Real Property Residence: DeWinton
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans BMO Investorline: Equities: Canadian Natural Resources, Cenovus Energy Inc., Citadel Income Fund, Enbridge Inc., Encana Corp., Inter Pipeline Fund, Northland Power Inc., Pembina Pipeline Corp., SNC Lavalin Group Inc., Suncor Energy Inc., TransCanada Corporation Mutual funds: BMO Money Market Fund and Monthly Income Fund
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets Shareholder loan: River Canyon Enterprises
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR PAT STIER
FORM 4: PRIVATE CORPORATIONS (River Canyon Enterprises Inc.)
INCOME
Source Nature of Income
Investments Investment Income
ASSETS
Real Property NW 20-21-28 W4
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds BMO Monthly Income Fund and Premium Money Market
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets -Equities: Arc Resources Ltd., Calloway REIT, Enbridge Inc., Fortis Inc., Rogers Communications Inc. -Equipment; Automotive
LIABILITIES
Mortgages N/A
Loans or Lines of Credit P. Stier re: land
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Rick Strankman CONSTITUENCY: Drumheller - Stettler Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR RICK STRANKMAN
FORM 1: MEMBER (Rick Strankman)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
Strankman Farms Ltd. Wages
ASSETS
Real Property Residence: Special Areas District 4 Farm Properties: Special Areas District 4
Bank, Trust Company or Other Financial Servus Credit Union Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, Manulife Financial
Pension Rights N/A
Other Assets Shareholder loan: Strankman Farms Ltd.
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees Servus Credit Union: Strankman Farms Ltd.
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR RICK STRANKMAN
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Dianne Strankman)
INCOME
Source Nature of Income
Strankman Farms Ltd. Wages
ASSETS
Real Property Farm Property: Special Areas District 4
Bank, Trust Company or Other Financial Servus Credit Union Institution
Registered Savings Plans Portfolio Strategies: TD Income Advantage Portfolio
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Manulife Financial
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR RICK STRANKMAN
FORM 4: PRIVATE CORPORATIONS (Strankman Farms Ltd.; Stoneridge Elk Ranch Ltd.)
INCOME (includes income received in 2013)
Source Nature of Income
Strankman Farms Ltd. Crop and Livestock Sales Surface Lease
Alberta Financial Services Corporation Hail and Crop Claim
ASSETS
Real Property Farm Property: Special Areas No. 4
Bank, Trust Company or Other Financial Servus Credit Union Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Manulife Financial
Other Assets -Building; Equipment; Machinery -Accounts Receivables -Inventory: Canola; Livestock
LIABILITIES
Mortgages Servus Credit Union
Loans or Lines of Credit -Servus Credit Union -Shareholder Loan
Guarantees N/A
Other Desjardin Agri Canola Seed
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2013 (including material amendment changes to November 15, 2013)
NAME OF MEMBER: Dr. David R. Swann CONSTITUENCY: Calgary-Mountain View
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR DR. DAVID SWANN
FORM 1: MEMBER (Dr. David Swann)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
Rental Property Rent
Other Investment Income
ASSETS
Real Property Residences: Calgary Secondary Residence: Edmonton Recreational: Priddis Rental Property: 917-3 Ave NW, Calgary
Bank, Trust Company or Other Financial First Calgary Financial Institution MD Management Funds: Cash; Canadian Bond Registered Savings Plans Pool, Canadian Long Term Bond Pool, Dividend Pool, US Equity Pool, International Equity Pool
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds MD Management Funds: Canadian Bond Pool, Canadian Long Term Bond Pool, Dividend Pool, US Equity Pool, International Equity Pool
Guaranteed Investment Certificates and MD Management, First Calgary Financial Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, Industrial Alliance Insurance N/A Pension Rights
Other Assets Equities: Bank of Nova Scotia, Royal Bank of Canada, Superior Plus Corp.
Gifts and Personal Benefits N/A Travel on Non-Commercial Aircraft N/A
As at April 1, 2013, including material amendment changes to November 15, 2013 Page 2 PUBLIC DISCLOSURE STATEMENT FOR DR. DAVID SWANN
LIABILITIES
Mortgages First Calgary Financial
Loans or Lines of Credit First Calgary Financial
Guarantees First Calgary Financial: T. Swann
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2013, including material amendment changes to November 15, 2013 Page 3 PUBLIC DISCLOSURE STATEMENT FOR DR. DAVID SWANN
FORM 2: MEMBER’S SPOUSE OR ADULT INTERDEPENDENT PARTNER (Dr. Laureen Ross)
INCOME
Source Nature of Income N/A
ASSETS
Real Property Residence: Calgary; Recreational: Priddis
Bank, Trust Company or Other Financial First Calgary Financial Institution
Registered Savings Plans MD Management Funds
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds MD Management Funds: Canadian Bond Pool, Canadian Long Term Bond Pool, Dividend Pool, US Equity Pool, International Equity Pool
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Zurich Life
Pension Rights N/A
Other Assets Joint with Spouse
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2013, including material amendment changes to November 15, 2013 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Kerry Towle CONSTITUENCY: Innisfail – Sylvan Lake Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR KERRY TOW LE
FORM 1: MEMBER (Kerry Towle)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Principal Residence: Red Deer County Secondary Residence: Edmonton Rental Properties: 4911-42 Street, Innisfail 4807-50 Street, Innisfail NW-19-35-27 W4
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans DWM Securities Inc.: Cash; SNC Lavalin Group Inc. Hollis Wealth: Mutual Funds
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, Canada Life
Pension Rights N/A
Other Assets DWM Securities Inc.: Equities: Bank of Montreal; Calloway Real Estate; Investment Trust; Freehold Royalties Ltd., New Flyer Industries Inc., Parkland Fuel Corp., Aberdeen Asia-Pacific Income Investment Co., Johnson & Johnson, Schlumberger
Gifts and Personal Benefits Enmax box (1 of 20 people) to see Rod Stewart and Carlos Santana in Calgary on August 5th. The invite comes from and individual at Capital Power.
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages Royal Bank; Servus Credit Union
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR KERRY TOW LE
Loans or Lines of Credit Ford Credit Canada, Servus Credit Union
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEM ENT FOR KERRY TOW LE
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Bradley Towle)
INCOME
Source Nature of Income
Lonkar Services Salary
ASSETS
Real Property Principal Residence: Red Deer County Secondary Residence: Edmonton Rental Properties: 4911-42 Street, Innisfail 4807-50 Street, Innisfail NW-19-35-27 W4
Bank, Trust Company or Other Financial Joint with Spouse Institution
Registered Savings Plans Lira: Marquis Hollis Wealth: Major Drilling Group Ltd., Northwest Specialty Global High, IA Clarington, Marquis Equity, Fidelity International Growth Cash; Encanca, Penn West, Invesco, CI Canadian, Sentry Small Cap Fund
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Great West Life
Pension Rights N/A DWM Securities Inc.: Equities: Bank of Other Assets Montreal; Calloway Real Estate; Investment Trust; Freehold Royalties Ltd., New Flyer Industries Inc., Parkland Fuel Corp., Aberdeen Asia-Pacific Income Investment Co., Johnson & Johnson, Schlumberger
LIABILITIES
Mortgages Joint with Spouse
Loans or Lines of Credit Joint with Spouse
Guarantees N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEM ENT FOR KERRY TOW LE
Other N/A
FINANCIAL INTERESTS
1158532 Alberta Ltd.
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5 PUBLIC DISCLOSURE STATEM ENT FOR KERRY TOW LE
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 1)
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 6 PUBLIC DISCLOSURE STATEM ENT FOR KERRY TOW LE
FORM 4: PRIVATE CORPORATIONS (1158532 Alberta Ltd.)
INCOME
Source Nature of Income
1158532 Alberta Ltd. Real Estate Commissions
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit Royal Bank
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 7
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: George VanderBurg CONSTITUENCY: Whitecourt - Ste. Anne
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR HON. GEORGE VANDERBURG
FORM 1: MEMBER (George VanderBurg)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance Rental Property Rent
ASSETS
Real Property Principal Residence: Whitecourt Secondary Residence: Edmonton Rental: 111, 4316-139 Avenue Edmonton
Bank, Trust Company or Other Financial CIBC Institution -Clarica Sun Life Financial CI Funds: Registered Savings Plans Signature Canadian Resource, Harbour Global Equity; Synergy Canadian Class, Signature Summit Select Canadian; Harbour Foreign Equity Corporate Class, Signature Canadian Resource Fund, Canadian Small/Mid Cap, Emerging Markets, Global Science and Technology, European Fund, Pacific Fund; Sun Wise Essential Series Funds: CI Harbour Bundle; RBC Canadian Dividend Bundle; Dynamic Canadian Value Bundle, Cambr Canadian Equity Bundle, CI Money Market Investment Edward Jones – Telus, Molson Coors, Manitoba Telecom
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds Fidelity Emerging Markets; Excel Chindia Fund
Guaranteed Investment Certificates and Similar Instruments CIBC, Servus Credit Union, Sun Life Finacial
Annuities and Life Insurance Policies MLA Group Plan; Clarica; Sun Life
Pension Rights N/A Other Assets Securities: Blind Trust N/A Gifts and Personal Benefits Travel on Non-Commercial Aircraft N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR HON. GEORGE VANDERBURG
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR HON. GEORGE VANDERBURG
FORM 2: MEMBER’S SPOUSE OR ADULT INTERDEPENDENT PARTNER (Elizabeth VanderBurg)
INCOME
Source Nature of Income
Rental Property Rent
Other Investment Income ASSETS
Real Property Principal Residence: Whitecourt Secondary Residence: Edmonton Rental: 111, 4316-139 Avenue Edmonton
Bank, Trust Company or Other Financial CIBC Institution
Registered Savings Plans -Sun Life Financial: Clarica SF CI mutual funds: Signature Summit Select Canadian, Harbour Foreign Equity Corp Class, Signature Select Canadian, Signature Canadian Resource Funds; -TD Asset Management: TD Energy -Securities: Blind Trust
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and CIBC, Servus Credit Union Similar Instruments
Annuities and Life Insurance Policies Clarica
Pension Rights N/A
Other Assets Securities: Blind Trust LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A FINANCIAL INTERESTS N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR HON. GEORGE VANDERBURG
FORM 4: PRIVATE CORPORATIONS (VanderBurg Investments Ltd.)
INCOME
Source Nature of Income
VanderBurg Investments Ltd. Investment Income
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets ATCO
LIABILITIES
Mortgages N/A
Loans or Lines of Credit Shareholders' loans
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2013 (including material amendment changes to November 15, 2013)
NAME OF MEMBER: Gregory Weadick CONSTITUENCY: Lethbridge-West Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR GREGORY W EADICK
FORM 1: MEMBER (Gregory Weadick)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
Other Rental income
ASSETS
Real Property Principal Residence: Lethbridge Rental: 535 – 15 Street S., Lethbridge Recreational: Penticton, BC
Bank, Trust Company or Other Financial 1st Choice Savings Institution
Registered Savings Plans Blind Trust
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, Sun Life Financial, AIG Commercial; Edge Benefits
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages 1st Choice Savings; Adobe Mortgage Corp.
Loans or Lines of Credit 1st Choice Savings, Honda Financial Services
Guarantees Honda Financial Services: L. Weadick
Other Royal Bank VISA
FINANCIAL INTERESTS
N/A
As at April 1, 2013, including material amendment changes to November 15, 2013 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR GREGORY W EADICK
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Joanne Weadick)
INCOME
Source Nature of Income
Other Rental income
ASSETS
Real Property Residence: Lethbridge: Rental: 535 – 15 Street S., Lethbridge Recreational: Penticton, BC
Bank, Trust Company or Other Financial 1st Choice Savings Institution Blind Trust Registered Savings Plans
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Sun Life Financial, AIG Commercial
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages 1st Choice Savings; Adobe Mortgage Corp.
Loans or Lines of Credit 1st Choice Savings, Honda Financial Services
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2013, including material amendment changes to November 15, 2013 Page 3 PUBLIC DISCLOSURE STATEM ENT FOR GREGORY W EADICK
FORM 4: PRIVATE CORPORATIONS (Frontier Irrigation Ltd. )
INCOME (incl
Source Nature of Income
Rental Property Rent
ASSETS
Real Property 1762 – 3rd Avenue S., Lethbridge
Bank, Trust Company or Other Financial 1st Choice Savings Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2013, including material amendment changes to November 15, 2013 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Jeff Wilson CONSTITUENCY: Calgary - Shaw Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEMENT FOR JEFF WILSON
FORM 1: MEMBER (Jeff Wilson)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity
ASSETS
Real Property Residence: Calgary
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Royal Bank: RBC Select Growth Portfolio
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A American Chamber of Commerce Charity Golf Gifts and Personal Benefits Tournament (Enmax) Calgary Stampede: infield suite and dinner at Ranahan’s (Enmax) Calgary Flames Tickets (x2) (Enmax)
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages Royal Bank
Loans or Lines of Credit Scotia Bank; Toyota Canada
Guarantees N/A
Other Scotia Bank VISA
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEMENT FOR JEFF WILSON
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Sally Mansour)
INCOME
Source Nature of Income
Coccoon Marketing Salary
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans Royal Bank: Canadian Money Market
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit Royal Bank
Guarantees N/A
Other Royal Bank VISA
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEMENT FOR JEFF WILSON
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 1)
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Registered Retirement Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEMENT FOR JEFF WILSON
FORM 4: PRIVATE CORPORATIONS (Cocoon Marketing Inc.)
INCOME
Source Nature of Income
Legislative Assembly Contract Wildrose Alliance Party Contract
ASSETS N/A Real Property
Bank, Trust Company or Other Financial Royal Bank Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. Teresa Woo-Paw CONSTITUENCY: Calgary-Northern Hills Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR TERESA W OO-PAW
FORM 1: MEMBER (Teresa Woo-Paw)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property Principal Residence: Calgary Secondary Residences: Edmonton
Bank, Trust Company or Other Financial Royal Bank; Bank of Montreal Institution
Registered Savings Plans Blind Trust
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits June 7-8, 2013 Fort McMurray to Denver Inaugural Flight provided by Fort McMurray Airport Authority, includes flight, 1 night hotel and meals. Trip includes press conference and bilateral meetings in Denver.
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages Bank of Montreal
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR TERESA W OO-PAW
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Borick Paw)
INCOME
Source Nature of Income
Husky Oil Salary
ASSETS
Real Property Residence: Calgary Secondary residences: Edmonton
Bank, Trust Company or Other Financial Royal Bank Institution
Registered Savings Plans RBC Direct Investing: Goldcorp Inc. shares
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets RBC Direct Investing: Goldcorp Inc. shares
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEM ENT FOR TERESA W OO-PAW
FORM 4: PRIVATE CORPORATIONS (BLP Resources Inc.)
INCOME
Source Nature of Income
Other Oil and gas investment
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: David Xiao CONSTITUENCY: Edmonton-McClung Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR DAVID XIAO
FORM 1: MEMBER (David Xiao)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity
Other Interest Income
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial Royal Bank Institution
Registered Savings Plans N/A
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and Royal Bank Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan
Pension Rights N/A
Other Assets N/A
Gifts and Personal Benefits N/A
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR DAVID XIAO
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Alice Yang)
INCOME
Source Nature of Income
Other Interest Income
ASSETS
Real Property Residences: Edmonton
Bank, Trust Company or Other Financial TD Canada Trust Institution
Registered Savings Plans Royal Bank
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Steve Young CONSTITUENCY: Edmonton - Riverview Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR STEV E YOUNG
FORM 1: MEMBER (Steve Young)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity
ASSETS
Real Property Residence: Edmonton
Bank, Trust Company or Other Financial HSBC; Servus Credit Union Institution
Registered Savings Plans HSBC: World Growth Selection Diversified Growth Fund
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan, HSBC, Great West Life
Pension Rights Alberta Pensions Services Corporation
Other Assets N/A
Gifts and Personal Benefits May 2013: Two tickets to Amaluna, provided by Cirque de Soleil
Travel on Non-commercial Aircraft N/A
LIABILITIES
Mortgages HSBC
Loans or Lines of Credit HSBC
Guarantees N/A
Other N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR STEV E YOUNG
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEM ENT FOR STEV E YOUNG
FORM 2: MEMBER’S SPOUSE/ADULT INTERDEPENDENT PARTNER (Leanne Young)
INCOME
Source Nature of Income
Resolve ADR Salary
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial HSBC; Servus Credit Union Institution
Registered Savings Plans HSBC: World Growth Selection Diversified Growth Fund
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies Great West Life
Pension Rights Government of Canada
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit HSBC, Scotia Bank
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEM ENT FOR STEV E YOUNG
FORM 3: MEMBER’S MINOR CHILDREN (No. of Minor Children: 2)
INCOME
Source Nature of Income
N/A
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Registered Savings Plans HSBC
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Pension Rights N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5 PUBLIC DISCLOSURE STATEM ENT FOR STEV E YOUNG
FORM 4: PRIVATE CORPORATIONS (Resolve ADR Incorporated)
INCOME
Source Nature of Income
Clients Fees
ASSETS N/A Real Property
Bank, Trust Company or Other Financial N/A Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and N/A Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 6
MEMBER'S PUBLIC DISCLOSURE STATEMENT
Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000
As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Hon. Gene Zwozdesky CONSTITUENCY: Edmonton-Mill Creek
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Member’s Spouse or X Adult Interdependent Partner Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X
NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.
Excluded from a public disclosure statement are the following:
(a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations.
Prepared by the Office of the Ethics Commissioner PUBLIC DISCLOSURE STATEM ENT FOR GENE ZW OZDESKY
FORM 1: MEMBER (Gene Zwozdesky)
INCOME
Source Nature of Income
Province of Alberta MLA Indemnity and Allowance
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial Servus Credit Union Institution CIBC Wood Gundy: Fixed Income: AG Growth Registered Savings Plans International Inc., VicWest Inc., Capstone Infrastructure, Brookfield Office Properties Inc., Zargon Oil & Gas Ltd., Just Energy Group Inc., Innvest Real Estate Investment Trust, Aimia Inc., Algoma Central Corp., Canexus Corp., Chemtrade Logistics Income Fund, Superior Plus Corporate debentures; CIBC Alerian MLP Infrastructure Indexed Linked ROC Note Equities: Aberdeen Asia-Pacific Income Investment Co Ltd., Artis Real Estate Investment Trust Units, Altagas Ltd., BCE Inc., Chemtrade Logistics Income Fund Trust Units, Davis and Henderson Corporation, Deans Knight Income Corp., Inter Pipeline Fund LPU, Morneau Shepell Inc., Parkland Fuel Corporation, Riocan Real Estate Investment Trust Units, Vermilion Energy Inc., Market Vectors ETF Junior Gold Mines, Royal Canadian Mint Exchange Traded Receipt
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and Servus Credit Union Similar Instruments
Annuities and Life Insurance Policies MLA Group Plan; Canada Life (demutualization shares) American Federation of Musicians’ and Pension Rights Employers’ Pension Welfare Fund
Other Assets N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 2 PUBLIC DISCLOSURE STATEM ENT FOR GENE ZW OZDESKY
Gifts and Personal Benefits -August 21, 2013: Participant in CN Canadian Women’s Open Pro-Am Competition, provided by the City of Edmonton, Proceeds to the Stollery Children’s Hospital
-April 27, 2013 Two tickets to Grant MacEwan University Foundation’s Mad Hatter’s Gala fundraiser provided by Kathryn Heslop
Travel on Non-Commercial Aircraft N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit Servus Credit Union N/A Guarantees
Other N/A
FINANCIAL INTERESTS
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3 PUBLIC DISCLOSURE STATEM ENT FOR GENE ZW OZDESKY
FORM 2: MEMBER’S SPOUSE OR ADULT INTERDEPENDENT PARTNER (Christine Zwozdesky)
INCOME
Source Nature of Income
Alexson Solutions Inc. Management Fee Great West Life; Canada Life, Servus Interest and Dividend
ASSETS
Real Property Residence: Edmonton
Bank, Trust Company or Other Financial Servus Credit Union Institution
Registered Savings Plans CIBC Wood Gundy: Fixed Income: Superior Plus Corporation debentures, Total Energy Services Inc. debentures; AG Growth International Inc. debenture, VicWest Inc., Capstone Infrastructure debenture, Brookfield Office Properties Inc. notes, Zargon Oil & Gas Ltd. debenture, Just Energy Group Inc. debenture, Innvest Real Estate Investment Trust debenture, Aimia Inc. notes, Algoma Central Corp. debenture, Canexus Corp. debenture, Chemtrade Logistics Income Fund debenture. Equities: Aberdeen Asia-Pacific Income Investment Co. Ltd., Artis Real Estate Investment Trust Units, Altagas Ltd., BCE Inc., Chemtrade Logistics Income Fund Trust Units, Davis & Henderson Corporation, Deans Knight Income Corp., Inter Pipeline Fund, Morneau Shepell Inc., Parkland Feul Corporation, Riocan Real Estate Investment Trust Units, Vermilion Energy Inc; Brookfield Office Properties Inc., Boston Pizza Royalties Income Fund Trust Units, Brookfield Canada Office Properties REIT, Cineplex Inc., Market Vectors ETF TR JR Gold Mines, Royal Canadian Mint Exchange Traded Receipt, CIBC Alerian MLP Infrastructure Index-linked Notes.
Canada Savings Bonds and Investments N/A Guaranteed by Government
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 4 PUBLIC DISCLOSURE STATEM ENT FOR GENE ZW OZDESKY
Mutual Funds N/A
Guaranteed Investment Certificates and Servus Credit Union Similar Instruments
Annuities and Life Insurance Policies Canada Life (demutualization shares)
Pension Rights Sun Life
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit Servus Credit Union
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
Alexson Solutions Inc.
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 5 PUBLIC DISCLOSURE STATEM ENT FOR GENE ZW OZDESKY
FORM 4: PRIVATE CORPORATIONS (Alexson Solutions Inc.)
INCOME
Source Nature of Income
University of Alberta Consulting fees
ASSETS
Real Property N/A
Bank, Trust Company or Other Financial Servus Credit Union Institution
Canada Savings Bonds and Investments N/A Guaranteed by Government
Mutual Funds N/A
Guaranteed Investment Certificates and Servus Credit Union Similar Instruments
Annuities and Life Insurance Policies N/A
Other Assets N/A
LIABILITIES
Mortgages N/A
Loans or Lines of Credit N/A
Guarantees N/A
Other N/A
FINANCIAL INTERESTS
Kazka Productions Ltd.; Shady Lady Hatware, EZ Music Promotions Ltd.
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 6