MEMBER'S PUBLIC DISCLOSURE STATEMENT

Transcription

1 MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at March 31, 2018 NAME OF MEMBER: CONSTITUENCY: Robert Turner Edmonton-Whitemud Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000: A public disclosure statement shall identify (a) the assets, liabilities, financial interests, and sources of income, (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and (c) any travel accepted under section 7.1, as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items. Excluded from a public disclosure statement are the following: (a) assets, liabilities, or interests having a value of less than $10,000; (b) a source of income of less than $5,000 per year; (c) information identifying a home or recreational property occupied by the Member or one of the Member's family; (d) personal property that the Member, the Member s spouse or adult interdependent partner or one of the Member s family uses primarily for transportation, household, educational, recreational, social or aesthetic purposes; (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and (f) support obligations. Prepared by the Office of the Ethics Commissioner

2 FORM 1: MEMBER (Bob Turner) INCOME Source Nature of Income Province of Alberta MLA Indemnity Rental Property Rental income Farmland Farmland rent A. Robert Turner Professional Corp Dividends ASSETS Real Property Primary Residence Secondary Residence: Seattle Rental: 407, Street, Edmonton Bank, Trust Company or Other Financial Institution Publicly Traded Securities (stocks and bonds) and Registered Retirement Savings Plans Canada Savings Bonds, Guaranteed Investment Certificates Mutual Funds Annuities and Life Insurance Policies Pension Rights Other Assets Gifts and Personal Benefits Travel on Non-commercial Aircraft LIABILITIES Mortgages Loans or Lines of Credit Guarantees Other ishares US High Dividend Equity Index ETF, ishares S&P/TSX PFD Share Index ETF Com Unit, BMO Private Premium Yield S3 (1784), BMO Private Diversified Yield Port (042), Private Cdn Income Equity Port (034), BMO Private US Equity Port (023), BMO Private Intl Equity Port (024), various other BMO funds and investments Manulife University of Alberta Pension Plan Bank of Montreal Page 2

3 FINANCIAL INTERESTS Page 3

4 FORM 2: MEMBER S SPOUSE/ADULT INTERDEPENDENT PARTNER (Mary Joan Turner) INCOME Source Local Authorities Pension Plan Rental income ASSETS Real Property Bank, Trust Company or Other Financial Institution Publicly Traded Securities (stocks and bonds) and Registered Retirement Savings Plans Canada Savings Bonds, Guaranteed Investment Certificates Mutual Funds Annuities and Life Insurance Policies Pension Rights Other Assets Gifts and Personal Benefits LIABILITIES Mortgages Loans or Lines of Credit Guarantees Other Nature of Income Pension Joint with spouse (except farm rental income) Joint with spouse Joint with spouse BECU ARC Resources Ltd. BMO Private Canadian Mid-Term Bond Port (040), BMO Private Premium Yield S3 (1784), Keg Royalties Income Fund, BMO Private Diversified Yield Port (042), BMO Private Canadian Income Equity Port (034), BMO Private US Equity Port C$ (023), BMO Private International Equity Port C$ (024), various other BMO funds and investments Manulife LAPP Joint with Spouse FINANCIAL INTERESTS N/A Page 4

5 FORM 4: PRIVATE CORPORATIONS (A. Robert Turner Professional Corp) INCOME Source Clients ASSETS Real Property Bank, Trust Company or Other Financial Institution Publicly Traded Securities (stocks and bonds) and Registered Retirement Savings Plans Nature of Income Fees ishares S&P/TSX Canadian PFD Share Index ETC Com Unit CPD: CA, ishares MSCI EAFE Index ETF (CAD-Hedged), BMO High US Dividend Covered Call ETF, ishares NASDAQ 100 Index ETF Canadian Hedged, BMO Private Canadian Money Market Port (020), Private Cdn Corporate Bond Port (041), Private Cdn Mid- Term Bond Port (040), Private Cdn Short-Term Bond Port (036), BMO Private Pref Share Portfolio #1785, BMO Private Medium Yield S3 (1784), Private US High Yield bond Fund- Series 0 (NL) #55100, BMO Private Global Absolute Return Bond Fund Series 0 (NL) #018, Canadian Natural Resources, Cenovus, Suncor, TransCanada Corp., Franco-Nevada Corp, Methanex Corp, Teck Resources LTD CL B Sub- VTG, Air Canada Voting & Variable Voting Shares, Canadian National Railway Co, Canadian Pacific Railway Ltd., Waste Connections Inc., Dollarama, Magna International Inc CL A Sub- VTG, Bank of Montreal, Bank of Nova Scotia, Brookfield Asset Mgmnt Inc, Firstservice Corporation New Sub VTG, Manulife Financial, Onex Corp, Sub VTG, Power Financial Corp, Royal Bank of Canada, Toronto- Dominion Bank, CGI Group Class A Sub-Vtg, Descartes Systems Group Inc, Rogers Communications Class B, Private Diversified Yield Port (042), Cdn Special Equity Port (021), BMO S&P Capped Composite Index ETF. Private US Equity Port C4 (023), Private US Growth EQ Port C$ (027), Private US Special Equity Port C4 (048), Private Emerging Markets Equity Port C$ (046), Private International Equity Port C$ (024), various other BMO funds and investments Canada Savings Bonds, Guaranteed Investment Certificates Page 5

6 Mutual Funds Annuities and Life Insurance Policies Pension Rights Other Assets LIABILITIES Mortgages Loans or Lines of Credit Guarantees Other RBC Insurance Office equipment Shareholder loans, accounts payable FINANCIAL INTERESTS N/A Page 6