Klimchuk 2012.pdf

7/30/2019 Klimchuk 2012.pdf

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MEMBER'S PUBLIC DISCLOSURE STATEMENT

Pursuant to Conflicts of Interest Act,Chapter C-23, RSA 2000

As at May 1, 2012(including material amendment changes to November 30, 2012)

NAME OF MEMBER: Hon. Heather Klimchuk

CONSTITUENCY: Edmonton-GlenoraNot

Applicable Applicable

Form 1 Statement of Member XForm 2 Statement of Member's Spouse/

Adult Interdependent Partner XForm 3 Statement of Member's Minor Children XForm 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 theMunicipal Government Actand 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. HEATHER KLIMCHUK

As at May 1, 2012, including material amendment changes to November 30, 2012 Page 2

FORM 1: MEMBER (Hon. Heather Klimchuk)

INCOME (includes income received in 2011)

Source Nature of Income

Province of Alberta MLA Indemnity; Ministerial Allowance;Committee Work

ASSETS

Real Property Principal Residence: Edmonton

Bank, Trust Company or Other Financial

InstitutionN/A

Registered Savings Plans RBC Dominion Securities Fixed Income:CitiGroup Financial Canada Inc.;Mutual Funds:

Invesco Canadian Premier Growth Fund, AGFCanadian Stock, Invesco International GrowthClass, CI Global, Harbour, RBC PP GuaranteedReturn Enhanced Yield, RBC Advisor CanadianBond, Russell Core Plus Fixed Income Pool,Trimark Global Endeavour, Harbour ForeignEquity Corporate Class, CI Synergy CanadianCorporate Class Z, RBC Global High YieldBond, 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 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 N/A


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Other N/A

FINANCIAL INTERESTS

N/A


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FORM 2: MEMBERS SPOUSE/ADULT INTERDEPENDENT PARTNER (Wade Klimchuk)



Wade Klimchuk Realty Inc.

KlimKorp Ltd.

Sales

Directors Fees

ASSETS

Real Property Residence: Edmonton


InstitutionN/A

Registered Savings Plans RBC Dominion Securities: Cash; Fixed Income:CitiGroup Financial Canada Inc., Calloway Real

Estate Investment Trust, BMO Capital Trust,Canadian Housing Trust No. 1 Canada MortgageBond, Provinces of Quebec, New Brunswick, andOntario Bonds, Government of Canada Bonds;Equity: Manulife Financial Corporation, VeresenInc., Royal Bank of Canada, Toronto DominionBank Mutual Funds: Invesco Canadian PremierGrowth Fund, Picton Mahoney Market NeutralEquity Fund, Picton Mahoney Global MarketNeutral Equity Fund, RBC Global High YieldBond Fund, RBC Principal Protected BlueChipYield, RBC Bond Fund, Trimark US Companies

Fund, Trimark Global Endeavor Fund, RBC DSCanadian Focus Fund



N/A

Mutual Funds N/A


Similar Instruments

N/A

Annuities and Life Insurance Policies N/A

Pension Rights N/A

Other Assets N/A

LIABILITIES

Mortgages Royal Bank

Loans or Lines of Credit Royal Bank

Guarantees N/A


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Other N/A

FINANCIAL INTERESTS

N/A


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



N/A

ASSETS

Real PropertyN/A


Institution

N/A

Registered Education Savings Plans Investment Planning Council: Canadian FixedIncome, Canadian Focused Equity, Global Equity,

Canadian Money Market funds


Guaranteed by GovernmentN/A

Mutual Funds N/A


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


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FORM 4: PRIVATE CORPORATIONS (Wade Klimchuk Realty Inc.; KlimKorp Ltd.



Other Wade Klimchuk Realty: sales

KlimKorp Ltd.: Realty sales

ASSETS

Real Property N/A


Institution

Wade Klimchuk Realty: Royal Bank



N/A

Mutual Funds KlimKorp: RBC Canadian Dividend Fund


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

Documents

Klimchuk 2012.pdf