You are on page 1of 359

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:
CONSTITUENCY:

Mike Allen
Fort McMurray-Wood Buffalo
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or aesthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT FOR MIKE 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


Institution

N/A

Registered Savings Plans

TD Waterhouse: Equity: Suncor Energy Inc.;


Planet Health
Servus Credit Union

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

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

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 STATEMENT FOR MIKE ALLEN


FORM 2: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Susan Allen)

INCOME
Source
Susan Allen Holdings Ltd.

Nature of Income
Salary

ASSETS
Real Property

Residence: Okotoks

Bank, Trust Company or Other Financial


Institution

Servus Credit Union

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

N/A

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 STATEMENT FOR MIKE 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.


B K W Enterprises Ltd.
Susan Allen Holdings Ltd.

N/A
Retail Sales
Retail Sales

ASSETS
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

All Corporations: Servus Credit Union

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

Susan Allen Holdings Ltd.: Servus Credit Union


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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

Moe Amery
Calgary-East

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X
X

Not Applicable

X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT FOR MOE AMERY


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


Institution

TD Canada Trust Bank

Registered Savings Plans

TD Canada Trust: TD Managed Aggressive Growth


Portfolio

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 STATEMENT FOR MOE AMERY


FORM 2: MEMBERS 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


Institution

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

N/A

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 STATEMENT FOR MOE AMERY

FORM 3: MEMBERS 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


Institution

N/A

Registered Savings Plans

RESP

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Robert Anderson
Airdrie
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or aesthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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
Rental Property

MLA Indemnity
Rent

ASSETS
Real Property

Principal Residence: Airdrie


Rental Property: Airdrie

Bank, Trust Company or Other Financial


Institution

TD Canada Trust

Registered Savings Plans

Equities: Toronto Dominion Bank; Russell


Metals

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Drew Barnes
Cypress Medicine Hat
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

TD Canada Trust

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS 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
Institution

TD Canada Trust; Scotia Bank; ATB Financial

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


Similar Instruments

N/A

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: MEMBERS MINOR CHILDREN (No. of Minor Children: 1)

INCOME (includes income received in 2013)


Source

Nature of Income

N/A

ASSETS
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Registered Education Savings Plans

Canadian Scholarship Trust

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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


Institution

Scotia Bank; ATB Financial

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

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


Similar Instruments

N/A

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


Institution

Scotia Bank

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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.; Waynes Mini Storage)

INCOME
Source

Nature of Income

1194028 Alberta Ltd.


1401293 Alberta Inc.
Waynes Mini Storage

Rental Income
Rental Income
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
Waynes 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


Institution

1194028 Alberta Ltd.: Cornerstone Credit


Union
1401293 Alberta Inc. and Waynes Mini
Storage: Scotia Bank

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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
Waynes 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


Institution

Royal Bank, Olympia Trust Co.

Canada Savings Bonds and Investments


Guaranteed by Government

Royal Bank Agristability

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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
Real Property

Belcore Holdings Ltd.:


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


Institution

Canadian Western Bank

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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

Loans or Lines of Credit

-Belcore Holdings Ltd.: Canadian Western Bank


-Belcore Homes Ltd.: Canadian Western Bank,
Scotia Bank
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:
CONSTITUENCY:

Hon. Naresh Bhardwaj


Edmonton-Ellerslie
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

ATB Financial; Scotia Bank

Registered Savings Plans

Scotia Bank

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Sunita Bhardwaj)

INCOME (includes income received in 2013)


Source
Rental Property
Reliance Motors/Thrifty Car Rental

Nature of Income
Rent
Salary

ASSETS
Real Property

Principal Residence: Edmonton


Rental: Suite 16, 10639 112 Street;

Bank, Trust Company or Other Financial


Institution

ATB Financial; Scotia Bank, TD Canada Trust

Registered Savings Plans

Scotia Bank

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Hon. Manmeet S. Bhullar


Calgary-Greenway
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

Royal Bank, CIBC, Bank of Montreal

Registered Savings Plans

Bank of Montreal - GICs

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

CIBC

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: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Namrita Rattan)

INCOME
Source
Rental Property

Nature of Income
Rent

Surich Recruitment

Salary

ASSETS
Real Property

Residence: Calgary
Rental: 4604 Greenview Drive NE, Calgary

Bank, Trust Company or Other Financial


Institution

N/A

Registered Savings Plans

Khalsa Credit Union; Concentra Financial

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Gary Bikman
Cardston Taber - Warner
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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:

Bank, Trust Company or Other Financial


Institution

HSBC

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

Annuities and Life Insurance Policies

MLA Group Plan; Manulife Financial

Pension Rights

N/A

Other Assets
Gifts and Personal Benefits
Travel on Non-commercial Aircraft

Stirling

Personal loans to Chopstix International


Franchising Inc. and Chopstix Restaurants Inc.
N/A
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: MEMBERS 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


Institution

HSBC

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

Royal Bank

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
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Deron Bilous
Edmonton Beverly - Clareview
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT 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


Institution

N/A

Registered Retirement Savings Plans

Olympia Trust Company: Mortgage Fund


TD Waterhouse:

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

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

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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

Laurie Blakeman
Edmonton-Centre

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X
X

Not Applicable

X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT FOR LAURIE BLAKEMAN


FORM 1: MEMBER (Laurie Blakeman)

INCOME
Source

Nature of Income

Province of Alberta

MLA Indemnity and Allowance

ASSETS
Real Property

Bank, Trust Company or Other Financial


Institution

Residence: Edmonton
Recreational: Scottsdale, Arizona;
Lawrence Lake, Alberta
N/A

Registered Savings Plans

CIBC Wood Gundy:


Portfolio Series Conservative Balanced Fund;
Tax-Effective Total Balanced Fund

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

Annuities and Life Insurance Policies

MLA Group Plan; American Express

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

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 LAURIE BLAKEMAN


FORM 2: MEMBERS 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


Institution

N/A

Registered Savings Plans

Great West-London Life; CIBC Wood Gundy

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

Dr. Neil Brown, Q.C.


Calgary - MacKay - Nose Hill

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X

Not Applicable
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT FOR DR. NEIL BROWN


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


Institution

N/A

Registered Savings Plans

CIBC: GICs, mutual funds: CIBC Monthly


Income Fund, Emerging Markets Index
Investors Group: Mutual Funds
ATB: GICs
TFSA: First Calgary Savings and Credit Union

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

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

N/A

Travel on Non-Commercial Aircraft

N/A

LIABILITIES
Mortgages

CIBC

Loans or Lines of Credit

CIBC line of credit

Guarantees
Other

N/A
N/A

FINANCIAL INTERESTS
As at April 1, 2014, including material amendment changes to November 30, 2014

Page 2

PUBLIC DISCLOSURE STATEMENT FOR DR. NEIL BROWN


N/A

As at April 1, 2014, including material amendment changes to November 30, 2014

Page 3

PUBLIC DISCLOSURE STATEMENT FOR DR. NEIL BROWN


FORM 4: PRIVATE CORPORATIONS (963309 Alberta Ltd.)

INCOME
Source
Imler Farms

Nature of Income
Rent

ASSETS
Real Property

Portion of S.E. 27-21-20-W4

Bank, Trust Company or Other Financial


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

Annuities and Life Insurance Policies

N/A

Other Assets

N/A

LIABILITIES
Mortgages
Loans or Lines of Credit

N/A
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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

Pearl Calahasen
Lesser Slave Lake

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X
X

Not Applicable

X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

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


Guaranteed by Government

Canada Savings Bonds

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS SPOUSE OR ADULT INTERDEPENDENT PARTNER (Ivan Lazarowich)

Source

Nature of Income

Alberta Enterprise and Advanced Education

Salary

Inland Cement Ltd


Government of Canada

Pension
CPP

ASSETS
Real Property

Residence: Edmonton; Widewater

Bank, Trust Company or Other Financial


Institution

N/A

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

Servus Credit Union, term deposit

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:
CONSTITUENCY:

Robin Campbell
West Yellowhead
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT FOR ROBIN CAMPBELL


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


Institution

Scotia Bank

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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
Womens Open Pro-Am Competition, provided by
the City of Edmonton. Proceeds to the Stollery
Childrens 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 STATEMENT FOR ROBIN CAMPBELL

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 ROBIN CAMPBELL


FORM 2: MEMBERS 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


Institution

CIBC

Registered Savings Plans

-CIBC (BC coupon, CIBC mutual funds); monthly


income; cash TFSA; Cdn. Short Term Bond
Index.

Canada Savings Bonds and Investments


Guaranteed by Government

Canada Savings Bonds

Mutual Funds

CIBC Monthly Income Fund

Guaranteed Investment Certificates and


Similar Instruments

CIBC

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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

Wayne Cao
Calgary-Fort

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X
X

Not Applicable

X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

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


Guaranteed by Government

Province of Ontario bond

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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
N/A

Travel on Non-Commercial Aircraft

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: MEMBERS SPOUSE OR ADULT INTERDEPENDENT PARTNER (Kim D.T. Hoang)

INCOME
Source

Nature of Income

Government of Canada
Rental properties
Other

CPP
Rent
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


Institution

N/A

Registered Savings Plans

Royal Bank (mutual funds); Scotia Bank (mutual


funds); TD Canada Trust; ATB Financial

Canada Savings Bonds and Investments


Guaranteed by Government

Province of Ontario bond

Mutual Funds

RBC Global Resources; CIBC Precious Metals

Guaranteed Investment Certificates and


Similar Instruments

Royal Bank GIC

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


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Ron Casey
Banff - Cochrane
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

Bow Valley Credit Union

Registered Savings Plans

-Great West Life: Money Market (Portico)


-Bow Valley Credit Union: term deposits

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

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

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: MEMBERS 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


Institution

Bow Valley Credit Union


Bank of Montreal

Registered Savings Plans

Bank of Montreal

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Christine Cusanelli
Calgary - Currie
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

Registered Savings Plans

Bank of Montreal : Equity Funds

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS 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


Institution

First Calgary Financial

Registered Education Savings Plans

RESP:

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Calvin K. Dallas
Red Deer-South
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

TD Canada Trust

Registered Savings Plans

Blind Trust

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Jacqueline Dallas)

INCOME
Source
Farm Credit Canada

Nature of Income
Employment and pension

ASSETS
Real Property

Residence: Red Deer


Secondary Residence: Mesa, AZ

Bank, Trust Company or Other Financial


Institution

TD Canada Trust

Registered Savings Plans

Standard Life: Term Deposit

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

Alana DeLong
Calgary-Bow

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X
X

Not Applicable

X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

Royal Bank Financial Group

Registered Savings Plans

-RBC Financial Group - Cash


-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


Guaranteed by Government

N/A

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

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

Two Tickets to True Patriot Love Fundraiser: Bell


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: MEMBERS SPOUSE OR ADULT INTERDEPENDENT PARTNER (Dennis Beck)

INCOME (Values not updated since 2013 due to separation)


Source
Government of Canada

Nature of Income
Pension

ASSETS
Real Property

Residence:

Bank, Trust Company or Other Financial


Institution

RBC Financial Group

Registered Savings Plans

-RBC Financial Group


-CIBC Wood Gundy

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

Calgary

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

Guaranteed Investment Certificates and


Similar Instruments

N/A

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

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: MEMBERS SPOUSE OR ADULT INTERDEPENDENT PARTNER
(Robert Stephen Spencer)

INCOME
Source
N/A

Nature of Income

ASSETS
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

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

N/A

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:
CONSTITUENCY:

Hon. Jonathan Denis, Q.C.


Calgary-Acadia
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

Registered Savings Plans

Blind Trust

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS 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


Institution

RBC individually and joint with spouse

Registered Retirement Savings Plans

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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
Real Property

Liberty West:
Rental: 73, 219 90 Avenue S.E., Calgary

Bank, Trust Company or Other Financial


Institution

- Jonathan B. Denis Professional Corporation:


Royal Bank
-Liberty West: TD Canada Trust

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Honourable Gordon Dirks


Calgary-Elbow
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

Registered Retirement Savings Plans

Sunlife

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

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


Similar Instruments

N/A

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: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Evangeline Joy


Dirks)

INCOME
Source
Government of Canada

Nature of Income
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


by Government

N/A

Mutual Funds

AGF Canadian Large Cap Fund; Counsel


Income Managed Fund; Counsel Income
Managed Portfol

Guaranteed Investment Certificates and Similar


Instruments

N/A

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:
CONSTITUENCY:

Ian Donovan
Little Bow
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

Bank of Nova Scotia


TD Canada Trust
ATB Financial
Wells Fargo

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

N/A

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: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Serena Donovan)

INCOME
Source
Furniture Villa

Nature of Income
Wages

ASSETS
Real Property

Principal Residence: Vulcan County


Recreational: Little Bow Resorts, Vulcan County;
Florence, AZ

Bank, Trust Company or Other Financial


Institution

Wells Fargo

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

N/A

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: MEMBERS MINOR CHILDREN (No. of Minor Children: 4 )

INCOME
Source

Nature of Income

N/A

ASSETS
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Registered Retirement Savings Plans

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Hon. David Dorward


Edmonton Gold Bar
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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:

Bank, Trust Company or Other Financial


Institution

ATB; First Bank Palm Springs

Registered Savings Plans

Edmonton

RRSP -Olympia Trust Company: Equities:


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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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

Gifts and Personal Benefits

Travel on Non-commercial Aircraft

August 21, 2013: Participant in CN Canadian


Womens Open Pro-Am Competition, provided by
the City of Edmonton, Proceeds to the Stollery
Childrens 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
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
Other

Glacier Bank of Montana re: Wilderness Preserve


GP Ltd.
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: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Janice Dorward)

INCOME
Source
Jantax Management Ltd.

Nature of Income
Salary and Dividend
Sale of investment property 50%

ASSETS
Real Property

Residence:

Edmonton

Bank, Trust Company or Other Financial


Institution

Joint with Spouse


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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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


Institution

ATB Financial

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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


Dorward & Company LLP

Management Fees

Dorward & Company LLP

Rental Income

1232576 Alberta Ltd.

Dividend Income

ASSETS
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

ATB Financial

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

Annuities and Life Insurance Policies

N/A

Other Assets

N/A

LIABILITIES
Mortgages
Loans or Lines of Credit

N/A
N/A

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
Real Property

480 and 694 Koocanusa Estates Road, Montana


127 Wilderness

Bank, Trust Company or Other Financial


Institution

Glacier Bank, Montana

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Hon. Wayne Drysdale


Grande Prairie-Wapiti
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

Royal Bank

Registered Savings Plans

Royal Bank: Global Balanced Fund,


OShaughnessy Equity; OShaughnessy All
Canadian Equity Fund; OShaughnessy US Value
Fund & International Equity; Select Balanced
Fund

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Sherry Drysdale)

INCOME
Source
Dominion Lending Mortgage

Nature of Income
Salary

ASSETS
Real Property

Principal Residence: MD of Greenview


Secondary Residence: Edmonton
Farm property: MD of Greenview

Bank, Trust Company or Other Financial


Institution

Royal Bank

Registered Savings Plans

RRSP - RBC Direct Investing: Mutuals: RBC


Global Balanced; OShaughnessy Funds: AllCanadian Equity and US Value; Select Balanced
Funds
LIRA AIC 120 Funds

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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


Institution

Royal Bank

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

David Eggen
Edmonton Calder
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT FOR DAVID EGGEN


FORM 1: MEMBER (David Eggen)

INCOME
Source

Nature of Income

Province of Alberta

MLA Indemnity and Allowance

ASSETS
Real Property

Residence:

Bank, Trust Company or Other Financial


Institution

N/A

Registered Savings Plans


Canada Savings Bonds and Investments
Guaranteed by Government
Mutual Funds
Guaranteed Investment Certificates and
Similar Instruments

Edmonton

Investors Group: Investors Dividend Fund,


Investors North American Equity Fund
N/A
N/A
N/A

Annuities and Life Insurance Policies

MLA Group Plan

Pension Rights

Alberta Teachers Retirement Fund

Other Assets
Gifts and Personal Benefits
Travel on Non-commercial Aircraft

N/A
N/A
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 STATEMENT FOR DAVID EGGEN


FORM 2: MEMBERS 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


Institution

N/A

Registered Savings Plans

Investors Group: Investors Dividend Fund

Canada Savings Bonds and Investments


Guaranteed by Government

Canada Savings Bonds

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Hon. Kyle Fawcett


Calgary-Klein
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

ING Direct

Registered Savings Plans

-Canacord Capital: Drakkar Energy


-Tangerine: Balanced Growth Fund

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

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

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: MEMBERS 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


Institution

Joint with Spouse

Registered Savings Plans

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

TFSA: Tangerine
TD Comfort Growth

Guaranteed Investment Certificates and


Similar Instruments

N/A

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
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Jacquie Fenske
Fort Saskatchewan - Vegreville
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

Registered Savings Plans

Royal Bank: GIC, Money Market funds

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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


Womens Open Pro-Am Competition, provided by
the City of Edmonton. Proceeds to the Stollery
Childrens 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: MEMBERS 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


Institution

N/A

Registered Savings Plans

Prism Financial: mutual funds


Horse Racing Alberta: Industrial Alliance Income,
Canadian Equity, Foreign Equity

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

Heather Forsyth
Calgary-Fish Creek

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X
X

Not Applicable

X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT 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 59-20-29-W4

Bank, Trust Company or Other Financial


Institution

Royal Bank

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 STATEMENT FOR HEATHER FORSYTH

FINANCIAL INTERESTS
N/A

As at April 1, 2013, including material amendment changes to November 15, 2013

Page 3

PUBLIC DISCLOSURE STATEMENT FOR HEATHER FORSYTH


FORM 2: MEMBERS 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


Institution

Joint with Spouse

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

As at April 1, 2013, including material amendment changes to November 15, 2013

Page 4

PUBLIC DISCLOSURE STATEMENT 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
Mortgages

Joint with spouse

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:
CONSTITUENCY:

Rod Fox
Lacombe - Ponoka
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

TD Canada Trust

Registered Savings Plans

Investors Group: Allegro Aggressive Portfolio A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Rachael Bradford)

INCOME
Source
Ing and McKee Insurance

Nature of Income
Salary

ASSETS
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

PC Financial

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

N/A

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: MEMBERS MINOR CHILDREN (No. of Minor Children: 2 )

INCOME
Source

Nature of Income

N/A

N/A

ASSETS
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

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

N/A

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:
CONSTITUENCY:

Hon. Rick Fraser


Calgary South East
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

Registered Savings Plans

Now Investors Group

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS 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


Institution

Joint with Spouse

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

N/A

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: MEMBERS 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


Institution

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

N/A

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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

Yvonne Fritz
Calgary-Cross

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X
X

Not Applicable

X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

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


Guaranteed by Government

Canada Savings Bonds

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS 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


Institution

Joint with Spouse

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


Guaranteed by Government

Canada Savings Bonds


Joint with Spouse

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

Hector Goudreau
Dunvegan-Central Peace-Notley

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X
X

Not Applicable

X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

Caisse Horizon Credit Union; ATB Financial

Registered Savings Plans

Canada Savings Bonds and Investments


Guaranteed by Government
Mutual Funds

-ManuLife Financial GICs; -Caisse Horizon


Credit Union GICs; -CI Investments - Funds
-Industrial Alliance Ecoflex; -AGF
N/A
N/A

Guaranteed Investment Certificates and


Similar Instruments

Equity: Great West Life

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

Gifts and Personal Benefits


Travel on Non-Commercial Aircraft

N/A
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: MEMBERS SPOUSE (Angeline Goudreau)

INCOME
Source
Galleon Energy Inc.
CPP

Nature of Income
Rent/Surface lease
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


Institution

Caisse Horizon Credit Union

Registered Savings Plans

AGF; Industrial Alliance Pacific; Caisse Horizon

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

Doug Griffiths
Battle River-Wainwright

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X
X

Not Applicable

X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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

Bank, Trust Company or Other Financial


Institution
Registered Savings Plans
Canada Savings Bonds and Investments
Guaranteed by Government

Mutual Funds
Guaranteed Investment Certificates and
Similar Instruments

Residence: Lougheed
Secondary Residence: Ardrossan
Other: Edmonton
N/A
N/A
N/A
N/A
N/A

Annuities and Life Insurance Policies

MLA Group Plan; Industrial Alliance Pacific

Pension Rights

N/A

Other Assets

N/A

Gifts and Personal Benefits


Travel on Non-Commercial Aircraft

N/A
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: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Sue Griffiths)

INCOME
Source
Stella and Dot

Nature of Income
Sales

ASSETS
Real Property

Residence: Lougheed
Secondary Residence: Ardrossan
Other: Edmonton

Bank, Trust Company or Other Financial


Institution

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

N/A

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: MEMBERS 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


Institution

Servus Credit Union

Registered Education Savings Plans

CI Harbour Growth & Income Fund

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Jason Hale
Strathmore - Brooks
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

Chinook Credit Union

Registered Savings Plans

Hollis Wealth

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

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


Similar Instruments

N/A

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: MEMBERS 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


Institution

Chinook Credit Union

Registered Savings Plans


Canada Savings Bonds and Investments
Guaranteed by Government
Securities and Interests in Public Corps

Guaranteed Investment Certificates and


Similar Instruments

N/A
N/A

Exxon Mobile Corp. -CI Signature High


Income, EDG Global Portfolio, Fidelity
Canadian Large Cap, Portfolio Series
Balanced Growth funds
N/A

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: MEMBERS MINOR CHILDREN (No. of Minor Children: 1)

INCOME
Source

Nature of Income

J & M Farm

Wages

ASSETS
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Registered Education Savings Plans

Mutual Fund, Trimark Diversified Income

Canada Savings Bonds and Investments


Guaranteed by Government

Canada Savings Bonds

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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


Institution

Chinook Credit Union

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Securities in Public Corps

EOG Resources Inc

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Kent Hehr
Calgary-Buffalo
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

Registered Savings Plans

Manulife Securities: Mutual Funds: Dynamic


Power Balanced Fund, Fidelity Canadian Asset
Allocation, Manulife China Class; Equities: Bank
of America Corporation, Exelon Corp.

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

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:
CONSTITUENCY:

Hon. Frederick Horne


Edmonton-Rutherford
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

Royal Bank, ING Direct

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


Guaranteed by Government

Province of Ontario, Canada Housing Trust bonds

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 Lloyds 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: MEMBERS 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


Institution

Royal Bank

Registered Savings Plans

Royal Bank: Mutual funds: RBC Monthly


Income, Select Balanced Portfolio, Select
Conservative Portfolio, Canadian Dividend funds

Canada Savings Bonds and Investments


Guaranteed by Government

Province of Ontario, Canada Housing Trust bonds

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

Royal Bank

Annuities and Life Insurance Policies

RBC Insurance; Sun Life. Lloyds Underwriting

Pension Rights

Good Samaritan Society: Sun Life Financial

Other Assets

Inheritance from Fathers 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
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

Hon. Doug Horner


Spruce Grove - St. Albert

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X
X

Not Applicable

X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

Registered Savings Plans

-Scotia Macleod: Mutual Funds: Canadian Sr. A,


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


Guaranteed by Government

N/A

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

Gifts and Personal Benefits


Travel on Non-Commercial Aircraft

June 14, 2013: Two tickets to Kids Kottage


Foundation Annual Gala, provided by Kingston
Ross Pasnak LLP
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: MEMBERS SPOUSE OR ADULT INTERDEPENDENT PARTNER (Rose Horner)

INCOME
Source
N/A

Nature of Income

ASSETS
Real Property

Residence: Spruce Grove


Recreational: time shares, Las Vegas

Bank, Trust Company or Other Financial


Institution

N/A

Registered Savings Plans

Scotia McLeod: mutual funds

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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
Real Property

Other: Unit 206, 10835 115 Street, Edmonton;


NW 7-35-10-W5

Bank, Trust Company or Other Financial


Institution

Canadian Western Bank

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

Mary Anne Jablonski


Red Deer-North

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X
X

Not Applicable

X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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
Province of Alberta

Nature of Income
MLA Indemnity

ASSETS
Real Property

Principal Residence: Red Deer County


Recreational: Nordegg and Arizona
Airplane hangar, Lacombe

Bank, Trust Company or Other Financial


Institution

N/A

Registered Savings Plans

Credential Securities RRSP TSF IN

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

Maulife CI Harbour Growth, High Income GIF


Select, Diversified Investment GIF Select

Guaranteed Investment Certificates and


Similar Instruments

N/A

Annuities and Life Insurance Policies

MLA Group Plan, Primerica, Imperial Life

Pension Rights

N/A

Other Assets

N/A

Gifts and Personal Benefits


Travel on Non-Commercial Aircraft

N/A
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: MEMBERS 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


Institution

N/A

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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
1054648 Alberta Ltd.
849187 Alberta Ltd.

Nature of Income
Rent
Sales

ASSETS
Real Property

1054648 Alberta Ltd.:


-Lancaster Park Red Deer (rental); Clearview
Road, Red Deer (rental); Edmonton condo

Bank, Trust Company or Other Financial


Institution

1054648 Alberta Ltd.: Servus Credit Union

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

1054648 Alberta Ltd.: Servus Credit Union

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:
CONSTITUENCY:

Hon. Sandra Jansen


Calgary North West
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

Registered Savings Plans

-Sun Life Financial: LIRA


-Royal Bank: mutual funds: Canadian Dividend,
Select Balanced, Select Conservative

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

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

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: MEMBERS 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


Institution

N/A

Registered Education Savings Plans

Royal Bank

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Matt Jeneroux
Edmonton South West
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT FOR MATT 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


Institution

N/A

Registered Savings Plans

Servus Credit Union: Ethical Growth Funds

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 MATT JENEROUX

FORM 3: MEMBERS 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


Institution

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

N/A

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:
CONSTITUENCY:

Hon. Jeffrey Johnson


Athabasca Sturgeon - Redwater
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

Scotia Bank

Registered Savings Plans

-Scotia Bank Mutual Funds: Canadian Dividend,


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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS 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


Institution

Scotia Bank

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS MINOR CHILDREN (No. of Minor Children: 3)

INCOME
Source

Nature of Income

N/A

ASSETS
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

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

N/A

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
SW 19-66-22-W4

Bank, Trust Company or Other Financial


Institution

Scotia Bank

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

-Scotia Bank Mutual Funds: Canadian Dividend;


Scotia Partners Moderate Growth Portfolio
- Sun Life, Brandes Investment Partners

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Linda Johnson
Calgary - Glenmore
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

CIBC

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


Similar Instruments

N/A

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: MEMBERS 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


Institution

CIBC
Bank of Montreal

Registered Savings Plans

-CIBC Asset Management Monthly Income


Balanced Portfolio

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

Joint with spouse

Guaranteed Investment Certificates and


Similar Instruments

N/A

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


Institution

CIBC

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Darshan S. Kang
Calgary-McCall
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

Registered Savings Plans

CIBC: GICs

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Sharanjit Kang)

INCOME
Source
N/A

Nature of Income
N/A

ASSETS
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Registered Savings Plans

CIBC: GICs

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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


Institution

CIBC

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Donna Kennedy-Glans
Calgary - Varsity
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

Registered Savings Plans

RBC Phillips, Hager & North Pools

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

TFSA

RBC Global Asset Management (Bonds)

Guaranteed Investment Certificates and


Similar Instruments

N/A

Annuities and Life Insurance Policies

MLA Group Plan, Sun Life Financial, London


Life

Pension Rights

N/A

Other Assets

-Equities: Royal Bank of Canada


- 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: MEMBERS 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


Institution

N/A

Registered Savings Plans

RBC Phillips, Hager & North Pools


RBC Mutual funds

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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
N/A

Nature of Income

ASSETS
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

Integrity Bridges Inc.: Royal Bank

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

Big Creek: Money Market Fund


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:
CONSTITUENCY:

Hon. Stephen Khan


St. Albert
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

TD Canada Trust

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


Guaranteed by Government

N/A

TFSA

TD Canada Trust

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS 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


Institution

TD Canada Trust

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
Intl; Intl Small Cap

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS 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


Institution

N/A

Registered Education Savings Plans

Investors Group: Growth Portfolio and Dividend


Funds

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Hon. Heather Klimchuk


Edmonton-Glenora
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Wade Klimchuk)

INCOME
Source

Nature of Income

Wade Klimchuk Realty Inc.

Sales

KlimKorp Ltd.

Directors Fees

ASSETS
Real Property

Residence: Edmonton

Bank, Trust Company or Other Financial


Institution

N/A

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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


Institution

Wade Klimchuk Realty: Royal Bank

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

KlimKorp: RBC Canadian Dividend Fund

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Hon. Maureen Kubinec


Barrhead Morinville - Westlock
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

Registered Savings Plans

ATB Financial: ATB Compass Growth

Canada Savings Bonds and Investments


Guaranteed by Government

ATB Agri-Investment

Mutual Funds

N/A

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

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: MEMBERS 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


Institution

N/A

Registered Savings Plans

ATB Financial: ATB Compass Growth

Canada Savings Bonds and Investments


Guaranteed by Government

ATB Agri-Investment

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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
Institution

TD Canada Trust

Canada Savings Bonds and Investments


Guaranteed by Government

ATB Agri-Investment

Mutual Funds
Guaranteed Investment Certificates and
Similar Instruments

N/A

Annuities and Life Insurance Policies

N/A

Other Assets

Farm Machinery, Equipment and Steel Bins


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:
CONSTITUENCY:

Ken Lemke
Stony Plain
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

TD Canada Trust

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


Guaranteed by Government

N/A

TSFA

N/A

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

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: MEMBERS 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


Institution

TD Canada Trust

Registered Savings Plans

TD Waterhouse: Bank of Nova Scotia, Merck &


Co. Inc, TD Bank, TD Canadian TBill

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Eugenia Leskiw
Bonnyville-Cold Lake
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT 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


Institution

TD Waterhouse; TD Canada Trust

Registered Savings Plans

TD Waterhouse: Cash, TD Managed Income


mutual fund

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 STATEMENT FOR EUGENIA LESKIW


FORM 2: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Ron Leskiw)

INCOME
Source

Nature of Income

Alberta Teachers Retirement Fund


Government of Canada

Pension
CPP / OAS

ASSETS
Real Property

Residence: Bonnyville
Recreational: Hanmore Lake

Bank, Trust Company or Other Financial


Institution

TD Canada Trust

Registered Savings Plans

TD Waterhouse Mutual Funds: Monthly Income,


Managed Income Portfolio

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

TSFA

TD Canada Trust

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Jason Luan
Calgary - Hawkwood
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

TD Canada Trust

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS 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


Institution

TD Canada Trust

Registered Savings Plans

TD Waterhouse: CI Signature Corporate Bond


Fund, iShares S&P 500 Index ETF, Signature
High Income Fund, Harbour Fund, TD US MidCap Growth Fund, RBC OShaughnessy US
Value, TD Dow Jones Industrial Average Index
(US), Mawer International Equity

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

TFSA

Harbour Fund

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

Hon. Thomas Lukaszuk


Edmonton-Castle Downs

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X
X

Not Applicable

X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Canada Savings Bonds and Investments
Guaranteed by Government
Mutual Funds

Scotia Bank Mutual Funds: Fixed Income,


Canadian Equity and Foreign Equity
N/A
N/A

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: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Stacey Brotzel)

INCOME
Source
Rogers Media

Nature of Income
Salary

Rental Property

Rent

ASSETS
Real Property

Residence: St. Albert


Rental Property: 11154-52 Street, Edmonton

Bank, Trust Company or Other Financial


Institution

N/A

Registered Savings Plans

-Scotia Bank Mutual Funds Partners Balanced


Income and Growth, Canadian Dividend, Partners
Aggressive Growth
-Standard Life

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS MINOR CHILDREN (No. of Minor Children: 2)

INCOME (includes income received in 2013)


Source

Nature of Income
N/A

ASSETS
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

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

N/A

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:
CONSTITUENCY:

Honourable Stephen Mandel


Edmonton - Whitemud
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

Servus Credit Union; TD Canada Trust; HSBC

Registered Retirement Savings Plans

Blind Trust

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

Blind Trust

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Lynn Mandel)

INCOME
Source
Government of Canada

Nature of Income
Pension

Mandel Group Inc.

Dividends

ASSETS
Real Property

Residence: Joint with Spouse


Secondary : Joint with Spouse

Bank, Trust Company or Other Financial


Institution

Joint with Spouse

Registered Retirement Savings Plans

TD Canada Trust

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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

Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

Brian Mason
Edmonton-Highlands-Norwood

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X
X

Not Applicable

X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

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


Guaranteed by Government

N/A

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


Similar Instruments

N/A

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


Institution

N/A

Registered Savings Plans

CIBC (mutual funds)

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Bruce McAllister
Chestermere Rocky View
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT FOR BRUCE MCALLISTER


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


Institution

N/A

Registered Savings Plans

HSBC: Canadian Bond Fund

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

TSFA

HSBC: WE Diversified Growth Fund

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

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 MCALLISTER


FORM 2: MEMBERS 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


Institution

N/A

Registered Savings Plans

HSBC WS Diversified Aggressive Growth Fund

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

TSFA

Joint with Spouse

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 MCALLISTER

FORM 3: MEMBERS 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


Institution

N/A

Registered Retirement Savings Plans

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 MCALLISTER


FORM 4: PRIVATE CORPORATIONS (Studio 390)

INCOME
Source

Nature of Income
N/A

ASSETS
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Everett McDonald
Grande Prairie - Smoky
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT FOR EVERETT MCDONALD


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


Institution

Royal Bank, ATB Financial, Manulife One Bank

Registered Savings Plans

-Royal Bank: GICs


-Manulife Investments: Guaranteed Investment
Funds Select
-Great West Life

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 STATEMENT FOR EVERETT MCDONALD


Tuk A Toy, Deep Creek Farms

As at April 1, 2014, including material amendment changes to November 30, 2014

Page 3

PUBLIC DISCLOSURE STATEMENT FOR EVERETT MCDONALD


FORM 2: MEMBERS 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


Institution

Royal Bank, ATB Financial, Scotia Bank,


Manulife One Bank

Registered Savings Plans

-Manulife Pension Builder, Manulife GIF


-Great West Life

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 STATEMENT FOR EVERETT MCDONALD


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


Institution

ATB Financial

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Hon. Ric McIver


Calgary - Hays
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT 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


Institution

N/A

Registered Savings Plans

Investors Group: Investors Income Portfolio

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

Investors Group: Allegro Balanced Portfolio

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 STATEMENT FOR HON. RIC MCIVER


FORM 2: MEMBERS 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


Institution

N/A

Registered Savings Plans

Investors Group: Income Plus Portfolio

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 STATEMENT FOR HON. RIC MCIVER


FORM 4: PRIVATE CORPORATIONS
(McIver & Associates Inc. and Brighter Futures Energy Inc.)

INCOME
Source

Nature of Income

N/A

ASSETS
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Hon. Diana McQueen


Drayton Valley-Devon
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

Royal Bank

Registered Savings Plans

-Royal Bank Mutual Funds: Canadian Equity,


Bond, Canadian Dividend, Monthly Income,
North American Growth

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

TFSA

Royal Bank of Canada

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

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: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (James McQueen)

INCOME
Source

Nature of Income

Clariant Oilfield Services

Salary

AMF

Commissions

ASSETS
Real Property

Residence: Drayton Valley

Bank, Trust Company or Other Financial


Institution

Royal Bank

Registered Savings Plans

-Royal Bank: Mutual funds Canadian Dividend


Fund, OShaughnessy

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

Annuities and Life Insurance Policies

Manulife

Pension Rights

N/A

Other Assets

Securities: Blind Trust

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

PUBLIC DISCLOSURE STATEMENT FOR HON. DIANA MCQUEEN

FORM 3: MEMBERS MINOR CHILDREN (No. of Minor Children: 1)

INCOME (includes income received in 2013)


Source

Nature of Income
N/A

ASSETS
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

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

N/A

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
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Rachel Notley
Edmonton-Strathcona
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT 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


Institution

N/A

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

Annuities and Life Insurance Policies

MLA Group Plan, WE Insurance, Empire Life

Pension Rights

Municipal Pension Plan: BC Pension Corporation

Other Assets

N/A

Gifts and Personal Benefits


Travel on Non-commercial Aircraft

N/A
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 STATEMENT FOR RACHEL NOTLEY


FORM 2: MEMBERS 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


Institution

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

N/A

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 STATEMENT FOR RACHEL NOTLEY

FORM 3: MEMBERS 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


Institution

N/A

Registered Education Savings Plans

Concentra Financial Funds

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

Hon. Frank Oberle


Peace River

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X
X

Not Applicable

X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS SPOUSE OR ADULT INTERDEPENDENT PARTNER
(Deborah Jo Oberle)

INCOME
Source
DLC 1st Financial Link

Nature of Income
Commission

ASSETS
Real Property

Primary Residence: Peace River;


Secondary Residence: Edmonton

Bank, Trust Company or Other Financial


Institution

N/A

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Cathy Olesen
Sherwood Park
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

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


Guaranteed by Government

N/A

Mutual Funds

N/A

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

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: MEMBERS 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


Institution

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

N/A

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:
CONSTITUENCY:

Hon. Verlyn Olson


Wetaskiwin-Camrose
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

TD Canada Trust

Registered Savings Plans

Blind Trust

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS 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


Institution

(Joint with Spouse)


TD Canada Trust

Registered Savings Plans

-TD Waterhouse: Cash; Capital Power,


Ridgewood Canadian Trust Units,
-Primerica: PCS Growth Fund

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

TD Canada Trust

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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

Bridget Pastoor
Lethbridge-East

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X

Not Applicable
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT FOR BRIDGET PASTOOR


FORM 1: MEMBER (Bridget Pastoor)

INCOME
Source

Nature of Income

Province of Alberta

MLA Indemnity

Government of Canada
Other

Pension
RRIF Income

ASSETS
Real Property

Residences: Lethbridge
Rental: Lethbridge
Recreational: Lee Lake

Bank, Trust Company or Other Financial


Institution

Royal Bank; 1st Choice Savings

Registered Savings Plans

RBC-Investors Group Mutual Funds: Mortgage


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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

1st Choice Savings & Credit Union

Annuities and Life Insurance Policies

MLA Group Plan

Pension Rights

N/A

Other Assets

N/A

Gifts and Personal Benefits

N/A

LIABILITIES
Mortgages

First Line Mortgages

Loans or Lines of Credit

N/A

Guarantees
Other

N/A
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 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:
CONSTITUENCY:

Blake Pedersen
Medicine Hat
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT 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


Institution

N/A

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


Guaranteed by Government

N/A

Mutual Funds

N/A

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

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 STATEMENT FOR BLAKE PEDERSEN


FORM 2: MEMBERS 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


Institution

ATB Financial

Registered Savings Plans

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

Sentry Diversified Total Return Fund

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 STATEMENT 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
Institution

Local Advantage Ltd.: ATB Financial


Unrealistic Expectations Ltd.: Royal bank
A. Kolody Holdings Ltd.: ATB Financial

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

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


Similar Instruments

N/A

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:
CONSTITUENCY:

Honourable Jim Prentice


Calgary-Elbow
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

CIBC; Royal Bank (USA); Royal Bank of Canada

Registered Retirement Savings Plans

Blind Trust

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

Blind Trust

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Karen Anne Prentice)

INCOME
Source
Matrix Solutions Inc.
(

Nature of Income
Director Fees ( resigned December 2014)

ASSETS
Real Property

Joint with Spouse

Bank, Trust Company or Other Financial


Institution

Joint with Spouse; CIBC

Registered Retirement Savings Plans

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

Blind Trust

Stocks, Bonds and Publicly Traded Securities

Blind Trust

Guaranteed Investment Certificates and


Similar Instruments

N/A

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
Real Property

Blind Trust

Bank, Trust Company or Other Financial


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

Blind Trust

Guaranteed Investment Certificates and


Similar Instruments

Blind Trust

Publicly Traded Securities


Other Assets

Blind Trust
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:
CONSTITUENCY:

Sohail Quadri
Edmonton - Millwoods
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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 Properties

Rental Income

ASSETS
Real Property

Residences: Edmonton
Rental 1510 Weldwood Way; 1616 Lacombe
Court

Bank, Trust Company or Other Financial


Institution

TD Canada Trust, CIBC, Servus Credit Union

Registered Savings Plans

-CIBC: Cash
-Edward Jones: Dundee Investment Savings
Account
-PFSL Investments: PSC Growth Fund
-WFG Securities of Canada

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

CIBC

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: MEMBERS 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


Institution

TD Canada Trust

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

N/A

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:
CONSTITUENCY:

David Quest
Strathcona Sherwood Park
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

TD Canada Trust

Registered Savings Plans

Blind Trust

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS 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


Institution

TD Canada Trust

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

N/A

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: MEMBERS 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


Institution

N/A

Registered Education Savings Plans

Fidelity Investments:
Fund

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

Annuities and Life Insurance Policies

N/A

Pension Rights

N/A

Other Assets

N/A

Canadian Balanced Class

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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

Hon. Dave Rodney


Calgary-Lougheed

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X
X

Not Applicable

X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

CIBC

Registered Savings Plans

Blind Trust

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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

Guarantees
Other

N/A
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: MEMBERS SPOUSE OR ADULT INTERDEPENDENT PARTNER (Jennifer Rodney)

INCOME
Source
N/A

Nature of Income

ASSETS
Real Property
Bank, Trust Company or Other Financial
Institution

Joint with Spouse


CIBC

Registered Savings Plans

CIBC Securities Inc.: CIBC Managed Balanced


Portfolio

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS 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


Institution

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

N/A

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


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

Annuities and Life Insurance Policies

N/A

Other Assets

Office equipment and supplies; climbing


equipment

LIABILITIES
Mortgages
Loans or Lines of Credit

N/A
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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

George Rogers
Leduc-Beaumont

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X

Not Applicable
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

Registered Savings Plans

Royal Bank: RBC Select Balanced Portfolio


Manulife Bank: GICs

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

Annuities and Life Insurance Policies

MLA Group Plan; TransAmerica Life, Manulife


Financial, Wawanesa

Pension Rights

N/A

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

Guarantees
Other

N/A
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:
CONSTITUENCY:

Bruce Rowe
Olds Didsbury Three Hills
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT FOR BRUCE ROWE


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


Institution

N/A

Registered Savings Plans

RBC Dominion Securities: Cash

Canada Savings Bonds and Investments


Guaranteed by Government

RBC Dominion Securities: Cash

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

RBC Dominion Securities: Cash

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 STATEMENT FOR BRUCE ROWE


FORM 2: MEMBERS 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


Institution

N/A

Registered Savings Plans

RBC Dominion Securities: Cash

Canada Savings Bonds and Investments


Guaranteed by Government

RBC Dominion Securities: Cash

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

Joint with Spouse

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:
CONSTITUENCY:

Parmjit (Peter) Sandhu


Edmonton-Manning

Applicable
Form 1 Statement of Member
Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

Servus Credit Union

Registered Savings Plans

National Bank Financial

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS 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


Institution

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

N/A

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


Institution

Royal Bank of Canada

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Janice Sarich
Edmonton-Decore
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

CIBC

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


Guaranteed by Government

N/A

Mutual Funds

N/A

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

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: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Steve Sarich)

INCOME
Source
OEM Remanufacturing Company

Nature of Income
Salary

ASSETS
Real Property

Residence: Edmonton

Bank, Trust Company or Other Financial


Institution

CIBC

Registered Savings Plans

-CIBC
-Wolverton Securities Ltd.

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Shayne Saskiw
Lac La Biche -St. Paul -Two Hills
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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: E of NW-9-53-10-W4

Bank, Trust Company or Other Financial


Institution

Bank of Montreal

Registered Savings Plans

CIBC RRSP: Pimco Monthly Income Fund

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS 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


Institution

ATB Financial

Registered Savings Plans

CIBC RRSP: Pimco Monthly Income Fund

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

CIBC: Renaissance High Interest Savings

Guaranteed Investment Certificates and


Similar Instruments

N/A

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
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Hon. Don Scott


Fort McMurray - Conklin
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

Registered Savings Plans

Scotiabank: Scotia Partners Aggressive Growth


Portfolio

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

Scotiabank: Scotia Partners Aggressive Growth


Portfolio

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

Tickets to Keyano Colleges 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: MEMBERS 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


Institution

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

N/A

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: MEMBERS 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


Institution

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

N/A

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 firms
activities legal or business.

Total Oil Company

Rent

ASSETS
Real Property

9917 Biggs Avenue, Fort McMurray

Bank, Trust Company or Other Financial


Institution

Under Partnership Trust

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Dr. Rajnish Sherman


Edmonton-Meadowlark
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT FOR DR. RAJNISH SHERMAN


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


Institution

CIBC

Registered Savings Plans

MD Management: MD Stable Income Fund

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

MD Management: MD Stable Income Fund,


Renaissance High Interest Savings

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 Soleils


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 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 3

PUBLIC DISCLOSURE STATEMENT FOR DR. RAJNISH SHERMAN


FORM 4: PRIVATE CORPORATIONS
Rajnish Sherman Professional Corp., Empress Group Ltd.

INCOME
Source

Nature of Income

Alberta Health Services

Rajnish Sherman Professional Corporation:


Physicians salary

1001102 Alberta Ltd.

Interest income

ASSETS
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

Both Corporations: CIBC

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

Empress Group: MD Management Renaissance


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:
CONSTITUENCY:

Danielle Smith
Highwood
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT FOR DANIELLE SMITH


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


Institution

N/A

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 STATEMENT FOR DANIELLE SMITH


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 STATEMENT FOR DANIELLE SMITH


FORM 2: MEMBERS 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


Institution

N/A

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Hon. Richard Starke


Vermilion-Lloydminster
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

Servus Credit Union, Bank of Montreal

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

Servus Credit Union

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: MEMBERS 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


Institution

N/A

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

Servus Credit Union: GICs

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
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

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
Similar Instruments

N/A

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:
CONSTITUENCY:

Pat Stier
Livingstone - McLeod
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

N/A

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

BMO Monthly Income Fund and Premium Money


Market

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Rick Strankman
Drumheller - Stettler
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

Servus Credit Union

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

N/A

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: MEMBERS 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


Institution

Servus Credit Union

Registered Savings Plans

Portfolio Strategies: TD Income Advantage


Portfolio

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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


Institution

Servus Credit Union

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

Dr. David R. Swann


Calgary-Mountain View

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X
X

Not Applicable

X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

First Calgary Financial

Registered Savings Plans

MD Management Funds: Cash; Canadian Bond


Pool, Canadian Long Term Bond Pool, Dividend
Pool, US Equity Pool, International Equity Pool

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

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


Similar Instruments

MD Management, First Calgary Financial

Annuities and Life Insurance Policies

MLA Group Plan, Industrial Alliance Insurance

Pension Rights

N/A

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: MEMBERS SPOUSE OR ADULT INTERDEPENDENT PARTNER
(Dr. Laureen Ross)

INCOME
Source
N/A

Nature of Income

ASSETS
Real Property

Residence: Calgary;
Recreational: Priddis

Bank, Trust Company or Other Financial


Institution

First Calgary Financial

Registered Savings Plans

MD Management Funds

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

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


Similar Instruments

N/A

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:
CONSTITUENCY:

Kerry Towle
Innisfail Sylvan Lake
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT FOR KERRY TOWLE


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


Institution

N/A

Registered Savings Plans

DWM Securities Inc.: Cash;


SNC Lavalin Group Inc.
Hollis Wealth: Mutual Funds

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 STATEMENT FOR KERRY TOWLE


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 STATEMENT FOR KERRY TOWLE


FORM 2: MEMBERS 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


Institution

Joint with Spouse

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

Annuities and Life Insurance Policies

Great West 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

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 STATEMENT FOR KERRY TOWLE


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 STATEMENT FOR KERRY TOWLE

FORM 3: MEMBERS 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


Institution

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

N/A

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 KERRY TOWLE


FORM 4: PRIVATE CORPORATIONS (1158532 Alberta Ltd.)

INCOME
Source

Nature of Income

1158532 Alberta Ltd.

Real Estate Commissions

ASSETS
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

George VanderBurg
Whitecourt - Ste. Anne

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X
X

Not Applicable

X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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


Institution

CIBC

Registered Savings Plans

-Clarica Sun Life Financial CI Funds:


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


Guaranteed by Government

N/A

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

Gifts and Personal Benefits


Travel on Non-Commercial Aircraft

N/A
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: MEMBERS 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


Institution

CIBC

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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

CIBC, Servus Credit Union

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
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Gregory Weadick
Lethbridge-West
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT FOR GREGORY WEADICK


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


Institution

1st Choice Savings

Registered Savings Plans

Blind Trust

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 STATEMENT FOR GREGORY WEADICK


FORM 2: MEMBERS 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


Institution

1st Choice Savings

Registered Savings Plans

Blind Trust

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 STATEMENT FOR GREGORY WEADICK

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


Institution

1st Choice Savings

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Jeff Wilson
Calgary - Shaw
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
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:

Bank, Trust Company or Other Financial


Institution

N/A

Registered Savings Plans

Royal Bank: RBC Select Growth Portfolio

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

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

Travel on Non-commercial Aircraft

Calgary

American Chamber of Commerce Charity Golf


Tournament (Enmax)
Calgary Stampede: infield suite and dinner at
Ranahans (Enmax)
Calgary Flames Tickets (x2) (Enmax)
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: MEMBERS 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


Institution

N/A

Registered Savings Plans

Royal Bank: Canadian Money Market

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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: MEMBERS 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


Institution

N/A

Registered Retirement Savings Plans

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

Royal Bank

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Hon. Teresa Woo-Paw


Calgary-Northern Hills
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT FOR TERESA WOO-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


Institution

Royal Bank; Bank of Montreal

Registered Savings Plans

Blind Trust

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

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

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 STATEMENT FOR TERESA WOO-PAW


FORM 2: MEMBERS 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


Institution

Royal Bank

Registered Savings Plans

RBC Direct Investing: Goldcorp Inc. shares

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 STATEMENT FOR TERESA WOO-PAW


FORM 4: PRIVATE CORPORATIONS (BLP Resources Inc.)

INCOME
Source

Nature of Income

Other

Oil and gas investment

ASSETS
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

David Xiao
Edmonton-McClung
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT 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


Institution

Royal Bank

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

Royal Bank

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 STATEMENT FOR DAVID XIAO


FORM 2: MEMBERS 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


Institution

TD Canada Trust

Registered Savings Plans

Royal Bank

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Steve Young
Edmonton - Riverview
Applicable

Form 1 Statement of Member


Form 2 Statement of Member's Spouse/
Adult Interdependent Partner
Form 3 Statement of Member's Minor Children
Form 4 Statement of Private Corporations

Not
Applicable

X
X
X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT FOR STEVE 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


Institution

HSBC; Servus Credit Union

Registered Savings Plans

HSBC: World Growth Selection Diversified


Growth Fund

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 STATEMENT FOR STEVE YOUNG

FINANCIAL INTERESTS
N/A

As at April 1, 2014, including material amendment changes to November 30, 2014

Page 3

PUBLIC DISCLOSURE STATEMENT FOR STEVE YOUNG


FORM 2: MEMBERS 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


Institution

HSBC; Servus Credit Union

Registered Savings Plans

HSBC: World Growth Selection Diversified


Growth Fund

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 STATEMENT FOR STEVE YOUNG

FORM 3: MEMBERS 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


Institution

N/A

Registered Savings Plans

HSBC

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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 STEVE YOUNG


FORM 4: PRIVATE CORPORATIONS (Resolve ADR Incorporated)

INCOME
Source

Nature of Income

Clients

Fees

ASSETS
Real Property

N/A

Bank, Trust Company or Other Financial


Institution

N/A

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

N/A

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:
CONSTITUENCY:

Form 1
Form 2
Form 3
Form 4

Hon. Gene Zwozdesky


Edmonton-Mill Creek

Forms
Statement of Member
Statement of Members Spouse or
Adult Interdependent Partner
Statement of Minor Children
Statement of Private Corporations

Applicable
X
X

Not Applicable

X
X

NOTE:
Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:
A public disclosure statement shall identify
(a)
(b)
(c)

the assets, liabilities, financial interests, and sources of income,


the fees, gifts, or benefits approved for retention under section 7(2)(b), and
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)
(b)
(c)
(d)
(e)
(f)

assets, liabilities, or interests having a value of less than $10,000;


a source of income of less than $5,000 per year;
information identifying a home or recreational property occupied by the Member or one of the Member's family;
personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;
unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and
support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT FOR GENE ZWOZDESKY


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


Institution

Servus Credit Union

Registered Savings Plans

CIBC Wood Gundy: Fixed Income: AG Growth


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


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

Servus Credit Union

Annuities and Life Insurance Policies

MLA Group Plan; Canada Life (demutualization


shares)

Pension Rights

American Federation of Musicians and


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 STATEMENT FOR GENE ZWOZDESKY

Gifts and Personal Benefits

-August 21, 2013: Participant in CN Canadian


Womens Open Pro-Am Competition, provided by
the City of Edmonton, Proceeds to the Stollery
Childrens Hospital
-April 27, 2013 Two tickets to Grant MacEwan
University Foundations Mad Hatters 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

Guarantees
Other

N/A
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 GENE ZWOZDESKY


FORM 2: MEMBERS 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


Institution

Servus Credit Union

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
Guaranteed by Government

N/A

As at April 1, 2014, including material amendment changes to November 30, 2014

Page 4

PUBLIC DISCLOSURE STATEMENT FOR GENE ZWOZDESKY


Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

Servus Credit Union

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 STATEMENT FOR GENE ZWOZDESKY


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


Institution

Servus Credit Union

Canada Savings Bonds and Investments


Guaranteed by Government

N/A

Mutual Funds

N/A

Guaranteed Investment Certificates and


Similar Instruments

Servus Credit Union

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