2014 mla public disclosure
DESCRIPTION
Alberta MLA public disclosure statement.TRANSCRIPT
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MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at April 1, 2014 (including material amendment changes to November 30, 2014) NAME OF MEMBER: Mike Allen CONSTITUENCY: Fort McMurray-Wood Buffalo
Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X NOTE: Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000: A public disclosure statement shall identify (a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items. Excluded from a public disclosure statement are the following: (a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or aesthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations. Prepared by the Office of the Ethics Commissioner
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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
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PUBLIC DISCLOSURE STATEMENT FOR MIKE ALLEN FORM 2: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Susan Allen)
INCOME Source
Nature of Income
Susan Allen Holdings Ltd. Salary ASSETS Real Property
Residence: Okotoks
Bank, Trust Company or Other Financial 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
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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
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MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at April 1, 2014 (including material amendment changes to November 30, 2014) NAME OF MEMBER: Moe Amery CONSTITUENCY: Calgary-East
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Members Spouse or
Adult Interdependent Partner X
Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X NOTE: Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000: A public disclosure statement shall identify (a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items. Excluded from a public disclosure statement are the following: (a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations. Prepared by the Office of the Ethics Commissioner
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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
Gifts and Personal Benefits N/A
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
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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
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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
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MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at April 1, 2014 (including material amendment changes to November 30, 2014) NAME OF MEMBER: Robert Anderson CONSTITUENCY: Airdrie
Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X NOTE: Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000: A public disclosure statement shall identify (a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items. Excluded from a public disclosure statement are the following: (a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or aesthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations. Prepared by the Office of the Ethics Commissioner
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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
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MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at April 1, 2014 (including material amendment changes to November 30, 2014) NAME OF MEMBER: Drew Barnes CONSTITUENCY: Cypress Medicine Hat
Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X NOTE: Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000: A public disclosure statement shall identify (a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items. Excluded from a public disclosure statement are the following: (a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations. Prepared by the Office of the Ethics Commissioner
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
-Belcore Holdings Ltd.: Canadian Western Bank -Belcore Homes Ltd.: Canadian Western Bank, Scotia Bank
Loans or Lines of Credit N/A Guarantees
N/A
Other
Belcore Holdings Ltd.: Shareholders Loans
FINANCIAL INTERESTS Belcore Homes Ltd.: Legacy
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 15
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MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at April 1, 2014 (including material amendment changes to November 30, 2014) NAME OF MEMBER: Hon. Naresh Bhardwaj CONSTITUENCY: Edmonton-Ellerslie
Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X NOTE: Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000: A public disclosure statement shall identify (a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items. Excluded from a public disclosure statement are the following: (a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations. Prepared by the Office of the Ethics Commissioner
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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
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PUBLIC DISCLOSURE STATEMENT FOR HON. NARESH BHARDWAJ FORM 2: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Sunita Bhardwaj)
INCOME (includes income received in 2013) Source
Nature of Income
Rental Property Reliance Motors/Thrifty Car Rental
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
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MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at April 1, 2014 (including material amendment changes to November 30, 2014) NAME OF MEMBER: Hon. Manmeet S. Bhullar CONSTITUENCY: Calgary-Greenway
Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X NOTE: Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000: A public disclosure statement shall identify (a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items. Excluded from a public disclosure statement are the following: (a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations. Prepared by the Office of the Ethics Commissioner
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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
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PUBLIC DISCLOSURE STATEMENT FOR HON. MANMEET BHULLAR FORM 2: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Namrita Rattan)
INCOME Source
Nature of Income
Rental Property Rent Surich Recruitment Salary ASSETS Real Property Residence: Calgary
Rental: 4604 Greenview Drive NE, Calgary Bank, Trust Company or Other Financial 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
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MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at April 1, 2014 (including material amendment changes to November 30, 2014) NAME OF MEMBER: Gary Bikman CONSTITUENCY: Cardston Taber - Warner
Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X NOTE: Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000: A public disclosure statement shall identify (a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items. Excluded from a public disclosure statement are the following: (a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations. Prepared by the Office of the Ethics Commissioner
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PUBLIC DISCLOSURE STATEMENT FOR GARY BIKMAN FORM 1: MEMBER (Gary Bikman)
INCOME Source
Nature of Income
Province of Alberta
MLA Indemnity and Allowance
Government of Canada CPP/OAS
RRSP Income ASSETS Real Property
Residence: Stirling
Bank, Trust Company or Other Financial 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 Personal loans to Chopstix International Franchising Inc. and Chopstix Restaurants Inc. 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; 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
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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
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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
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MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at April 1, 2014 (including material amendment changes to November 30, 2013) NAME OF MEMBER: Deron Bilous CONSTITUENCY: Edmonton Beverly - Clareview
Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X NOTE: Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000: A public disclosure statement shall identify (a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items. Excluded from a public disclosure statement are the following: (a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations. Prepared by the Office of the Ethics Commissioner
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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
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MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at April 1, 2014 (including material amendment changes to November 30, 2014) NAME OF MEMBER: Laurie Blakeman CONSTITUENCY: Edmonton-Centre
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Members Spouse or
Adult Interdependent Partner X
Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X NOTE: Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000: A public disclosure statement shall identify (a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items. Excluded from a public disclosure statement are the following: (a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations. Prepared by the Office of the Ethics Commissioner
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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
Residence: Edmonton Recreational: Scottsdale, Arizona; Lawrence Lake, Alberta
Bank, Trust Company or Other Financial Institution
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
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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
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MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at April 1, 2014 (including material amendment changes to November 30, 2014) NAME OF MEMBER: Dr. Neil Brown, Q.C. CONSTITUENCY: Calgary - MacKay - Nose Hill
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Members Spouse or
Adult Interdependent Partner X
Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X NOTE: Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000: A public disclosure statement shall identify (a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items. Excluded from a public disclosure statement are the following: (a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations. Prepared by the Office of the Ethics Commissioner
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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 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 DR. NEIL BROWN
N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
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PUBLIC DISCLOSURE STATEMENT FOR DR. NEIL BROWN FORM 4: PRIVATE CORPORATIONS (963309 Alberta Ltd.)
INCOME Source
Nature of Income
Imler Farms 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
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
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MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at April 1, 2014 (including material amendment changes to November 30, 2014) NAME OF MEMBER: Pearl Calahasen CONSTITUENCY: Lesser Slave Lake
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Members Spouse or
Adult Interdependent Partner X
Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X NOTE: Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000: A public disclosure statement shall identify (a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items. Excluded from a public disclosure statement are the following: (a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations. Prepared by the Office of the Ethics Commissioner
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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
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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
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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
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MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at April 1, 2014 (including material amendment changes to November 30, 2014) NAME OF MEMBER: Robin Campbell CONSTITUENCY: West Yellowhead
Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X NOTE: Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000: A public disclosure statement shall identify (a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items. Excluded from a public disclosure statement are the following: (a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations. Prepared by the Office of the Ethics Commissioner
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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
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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
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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
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MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at April 1, 2014 (including material amendment changes to November 30, 2014) NAME OF MEMBER: Wayne Cao CONSTITUENCY: Calgary-Fort
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Members Spouse or
Adult Interdependent Partner X
Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X NOTE: Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000: A public disclosure statement shall identify (a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items. Excluded from a public disclosure statement are the following: (a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations. Prepared by the Office of the Ethics Commissioner
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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 Travel on Non-Commercial Aircraft N/A
LIABILITIES Mortgages
Royal Bank, TD Canada Trust; Bank of Montreal
Loans or Lines of Credit
Royal Bank; First Calgary Financial
Guarantees
Royal Trust re: Kim Hoang
Other
N/A
FINANCIAL INTERESTS N/A
As at April 1, 2014, including material amendment changes to November 30, 2014 Page 3
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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 CPP Rental properties Other
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
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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
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MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at April 1, 2014 (including material amendment changes to November 30, 2014) NAME OF MEMBER: Ron Casey CONSTITUENCY: Banff - Cochrane
Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X NOTE: Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000: A public disclosure statement shall identify (a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items. Excluded from a public disclosure statement are the following: (a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations. Prepared by the Office of the Ethics Commissioner
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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
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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
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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
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MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at April 1, 2014 (including material amendment changes to November 30, 2014) NAME OF MEMBER: Christine Cusanelli CONSTITUENCY: Calgary - Currie
Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X NOTE: Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000: A public disclosure statement shall identify (a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items. Excluded from a public disclosure statement are the following: (a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations. Prepared by the Office of the Ethics Commissioner
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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
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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
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MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at April 1, 2014 (including material amendment changes to November 30, 2014) NAME OF MEMBER: Calvin K. Dallas CONSTITUENCY: Red Deer-South
Not Applicable Applicable
Form 1 Statement of Member X Form 2 Statement of Member's Spouse/ Adult Interdependent Partner X Form 3 Statement of Member's Minor Children X Form 4 Statement of Private Corporations X NOTE: Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000: A public disclosure statement shall identify (a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items. Excluded from a public disclosure statement are the following: (a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations. Prepared by the Office of the Ethics Commissioner
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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
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PUBLIC DISCLOSURE STATEMENT FOR HON. CALVIN DALLAS FORM 2: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Jacqueline Dallas)
INCOME Source
Nature of Income
Farm Credit Canada Employment and pension ASSETS Real Property
Residence: Red Deer Secondary Residence: Mesa, AZ
Bank, Trust Company or Other Financial 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
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MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at April 1, 2014 (including material amendment changes to November 30, 2014)
NAME OF MEMBER: Alana DeLong CONSTITUENCY: Calgary-Bow
Forms Applicable Not Applicable Form 1 Statement of Member X Form 2 Statement of Members Spouse or
Adult Interdependent Partner X
Form 3 Statement of Minor Children X Form 4 Statement of Private Corporations X NOTE: Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000: A public disclosure statement shall identify (a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items. Excluded from a public disclosure statement are the following: (a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Members spouse or adult interdependent partner or one of the Members
family uses primarily for transportation, household, educational, recreational, social or esthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations. Prepared by the Office of the Ethics Commissioner
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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
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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
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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
Nature of Income
Government of Canada Pension ASSETS Real Property
Residence: Calgary
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 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
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PUBLIC DISCLOSURE STATEMENT FOR ALANA DELONG FORM 2: MEMBERS SPOUSE OR ADULT INTERDEPENDENT PARTNER (Robert Stephen Spencer)
INCOME Source
Nature of Income
N/A ASSETS Real Property
N/A
Bank, Trust Company or Other Financial Institution
N/A
Registered Savings Plans
N/A
Canada Savings Bonds and Investments Guaranteed by Government
N/A
Mutual