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MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at
MEMBER'S PUBLIC DISCLOSURE STATEMENT Pursuant to Conflicts of Interest Act, Chapter C-23, RSA 2000 As at

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:

Hon. Gene Zwozdesky Edmonton-Mill Creek

 

Forms

Applicable

Not Applicable

Form 1

Statement of Member

X

 

Form 2

Statement of Member’s Spouse or

X

 

Adult Interdependent Partner

Form 3

Statement of Minor Children

 

X

Form 4

Statement of Private Corporations

X

 

NOTE:

Under Section 14 of the Conflicts of Interest Act, Chapter C-23, RSA 2000:

A public disclosure statement shall identify

  • (a) the assets, liabilities, financial interests, and sources of income,

  • (b) the fees, gifts, or benefits approved for retention under section 7(2)(b), and

  • (c) any travel accepted under section 7.1,

as disclosed in a Member's private disclosure statement but shall not state the amount or value of those items.

Excluded from a public disclosure statement are the following:

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

  • (b) a source of income of less than $5,000 per year;

  • (c) information identifying a home or recreational property occupied by the Member or one of the Member's family;

  • (d) personal property that the Member, the Member’s spouse or adult interdependent partner or one of the Member’s family uses primarily for transportation, household, educational, recreational, social or esthetic purposes;

  • (e) unpaid taxes, except property taxes under the Municipal Government Act and taxes under the School Act; and

  • (f) support obligations.

Prepared by the Office of the Ethics Commissioner

PUBLIC DISCLOSURE STATEMENT FOR GENE ZWOZDESKY

FORM 1: MEMBER (Gene Zwozdesky)

INCOME (includes income received in 2013)

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

PUBLIC DISCLOSURE STATEMENT FOR GENE ZWOZDESKY

Gifts and Personal Benefits

-August 21, 2013: Participant in CN Canadian Women’s Open Pro-Am Competition, provided by

the City of Edmonton, Proceeds to the Stollery

Children’s Hospital

-April 27, 2013 Two tickets to Grant MacEwan

University Foundation’s Mad Hatter’s Gala

fundraiser provided by Kathryn Heslop

Travel on Non-Commercial Aircraft

N/A

 

LIABILITIES

Mortgages

N/A

Loans or Lines of Credit

Servus Credit Union

Guarantees

N/A

Other

N/A

 

FINANCIAL INTERESTS

N/A

PUBLIC DISCLOSURE STATEMENT FOR GENE ZWOZDESKY

FORM 2: MEMBER’S SPOUSE OR ADULT INTERDEPENDENT PARTNER (Christine Zwozdesky)

INCOME (includes income received in 2013)

Source

Nature of Income

Alexson Solutions Inc.

Management Fee

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

Mutual Funds

N/A

PUBLIC DISCLOSURE STATEMENT FOR GENE ZWOZDESKY

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

N/A

PUBLIC DISCLOSURE STATEMENT FOR GENE ZWOZDESKY

FORM 4: PRIVATE CORPORATIONS (Alexson Solutions Inc.)

INCOME (includes income received in 2013)

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