Pat Kelly

Date of change: 2026/05/29
My spouse and I are no longer guarantors of a loan with MCAP Mortgage Corp.

Assets
Shares of the following held jointly with spouse:
- Bank of Nova Scotia
- CSX Corporation
- Enbridge Inc
- Fortis Inc
- Intact Financial Corp
- Morgan Stanley
- Tourmaline Oil Corp
- Boardwalk Real Estate Investment Trust Units
- Units of BMO Equal Weight Banks Index ETF
- Units of BMO US Dividend ETF
Liabilities
Mortgage with First National Financial joint with spouse.
Guarantor with spouse of a loan with MCAP Mortgage Corp.
Investment in Private Corporations
Significant interest in 638484 Alberta Ltd., a holding company in Calgary, Alberta.
Activities
Director of 638484 Alberta Ltd.
Spouse's/Common-Law Partner's assets
- Units of iShares US High Yield Bond Index ETF
- Units of CI Tech Giants Covered Call ETF
- Costco CDR CAD Hedged CIBC Depositary Receipts
- Microsoft Corp CDR CAD Hedged CIBC Depositary Receipts
- Shares of Royal Bank of Canada
Spouse's/Common-Law Partner's source(s) of income
Last 12 months:
- Employment income from the Calgary Board of Education.
Next 12 months:
- Employment income from the Calgary Board of Education.
Spouse's/Common-Law Partner's investment in private corporations
Significant interest in 638484 Alberta Ltd., a holding company in Calgary, Alberta.

Assets
Shares of the following held jointly with spouse:
- Bank of Nova Scotia
- CSX Corporation
- Enbridge Inc
- Fortis Inc
- Intact Financial Corp
- Morgan Stanley
- Tourmaline Oil Corp
- Boardwalk Real Estate Investment Trust Units
- Units of BMO Equal Weight Banks Index ETF
- Units of BMO US Dividend ETF
Liabilities
Mortgage with First National Financial joint with spouse.
Investment in Private Corporations
Significant interest in 638484 Alberta Ltd., a holding company in Calgary, Alberta.
Activities
Director of 638484 Alberta Ltd.
Spouse's/Common-Law Partner's assets
- Units of iShares US High Yield Bond Index ETF
- Units of CI Tech Giants Covered Call ETF
- Costco CDR CAD Hedged CIBC Depositary Receipts
- Microsoft Corp CDR CAD Hedged CIBC Depositary Receipts
- Shares of Royal Bank of Canada
Spouse's/Common-Law Partner's source(s) of income
Last 12 months:
- Employment income from the Calgary Board of Education.
Next 12 months:
- Employment income from the Calgary Board of Education.
Spouse's/Common-Law Partner's investment in private corporations
Significant interest in 638484 Alberta Ltd., a holding company in Calgary, Alberta.

Assets
Shares of the following held jointly held with spouse:
Bank of Nova Scotia
CSX Corporation
Enbridge Inc.
Fortis Inc.
Intact Financial Corp
Morgan Stanley
Tourmaline Oil Corp
Boardwalk Real Estate Investment Trust
Units of BMO US Dividend ETF
Units of BMO Equal Weight Banks Index ETF
Liabilities
Guarantor with spouse of a loan for 638484 Alberta Ltd. with MCAP Mortgage Corp.
Mortgage joint with spouse with First National Financial
Investment in Private Corporations
Significant interest in 638484 Alberta Ltd., a holding company in Calgary, Alberta.
Activities
Director of 638484 Alberta Ltd.
Spouse's/Common-Law Partner's assets
Shares of the following:
Canadian National Railway Company
Royal Bank of Canada
Units of the following:
CI Tech Giant Covered Call ETF
Costco Hedged Depository Receipts
Microsoft Corp Hedged CIBC Depository Receipts
Spouse's/Common-Law Partner's source(s) of income
Last and next twelve months:
- Employment income from the Calgary Board of Education.
Spouse's/Common-Law Partner's investment in private corporations
Significant interest in 638484 Alberta Ltd., a holding company in Calgary, Alberta.

Assets
Shares jointly held with spouse:
- Bank of Nova Scotia
- CSX Corporation
- Enbridge Inc.
- Fortis Inc.
- Intact Financial Corp
- Morgan Stanley
- Boardwalk Real Estate Investment Trust
Units held solely:
- BMO US Dividend ETF
- BMO Equal Weight Banks Index ETF
Liabilities
Guarantor with spouse of a loan for 638484 Alberta Ltd. with MCAP Mortgage Corp.
Mortgage held jointly with spouse with First National Financial.
Investment in Private Corporations
Significant interest in 638484 Alberta Ltd., a holding company located in Calgary, Alberta.
Activities
Director of 638484 Alberta Ltd.
Spouse's/Common-Law Partner's assets
Shares of Royal Bank of Canada
Microsoft Corp. Hedged CIBC Depository Receipts
Spouse's/Common-Law Partner's source(s) of income
Last and next twelve months:
- Employment income from the Calgary Board of Education.
Spouse's/Common-Law Partner's investment in private corporations
Significant interest in 638484 Alberta Ltd., a holding company located in Calgary, Alberta.

Assets
Units of
- BMO US Dividend ETF
- BMO Equal Weight Banks Index ETF
Units jointly held with spouse:
- iShares US Regional Banks ETF
Shares jointly held with spouse:
- CSX Corporation
- Fortis Inc.
- Intact Financial Corp
- Enbridge Inc.
- Bank of Nova Scotia
- Brookfield Infrastructure Corp
- Morgan Stanley
- Royal Bank of Canada
Liabilities
Guarantor with spouse of a mortgage for 638484 Alberta Ltd. with MCAP Mortgage Corp.
Mortgage, joint with spouse, with First National.
Investment in Private Corporations
Significant interest in 638484 Alberta Ltd., a holding company located in Calgary, Alberta
Activities
Director of 638484 Alberta Ltd.
Spouse's/Common-Law Partner's assets
- Shares of Royal Bank of Canada
Spouse's/Common-Law Partner's investment in private corporations
Significant interest in 638484 Alberta Ltd., a holding company located in Calgary, Alberta

Assets
Shares jointly held with spouse:
- CSX Corporation
- Fortis Inc.
- Intact Financial Corp
- Inter Pipeline Ltd
- Enbridge Inc.
- Bank of Nova Scotia
Units jointly held with spouse:
- iShares US Regional Banks ETF
Other Sources of Income
Last 12 months:
- Dividends from 638484 Alberta Ltd.
Next 12 months:
- Dividends from 638484 Alberta Ltd.
Liabilities
Mortgage, joint with spouse, with First National.
Guarantor with spouse of a mortgage for 638484 Alberta Ltd. with MCAP Mortgage Corp.
Investment in Private Corporations
Significant interest in 638484 Alberta Ltd., a holding company located in Calgary, Alberta
Activities
Director of 638484 Alberta Ltd.
Spouse's/Common-Law Partner's assets
- Shares of Royal Bank of Canada
- Units of SPDR S&P Dividend ETF
Spouse's/Common-Law Partner's source(s) of income
Last 12 months:
- Business income from sole proprietorship, Kimberley Kelly Consulting
Spouse's/Common-Law Partner's investment in private corporations
Significant interest in 638484 Alberta Ltd., a holding company located in Calgary, Alberta

INCOME RECEIVED OUTSIDE OF PARLIAMENT [Paragraph 24(1)(a)]
My dividend income from 638484 Alberta Ltd. requires public disclosure pursuant to subsection 24(3) of the Conflict of Interest Code for Members of the House of Commons.

Assets
Shares jointly held with spouse:
- CSX Corporation
- Fortis Inc.
- Intact Financial Corp
- Inter Pipeline Ltd
- Enbridge Inc.
- Bank of Nova Scotia
Units jointly held with spouse:
- iShares US Regional Banks ETF
Liabilities
Mortgage, joint with spouse, with First National.
Guarantor with spouse of a mortgage for 638484 Alberta Ltd. with MCAP Mortgage Corp.
Investment in Private Corporations
Significant interest in 638484 Alberta Ltd., a holding company located in Calgary, Alberta
Activities
Director of 638484 Alberta Ltd.
Spouse's/Common-Law Partner's assets
- Shares of Royal Bank of Canada
- Units of SPDR S&P Dividend ETF
Spouse's/Common-Law Partner's source(s) of income
Last 12 months:
- Business income from sole proprietorship, Kimberley Kelly Consulting
Spouse's/Common-Law Partner's investment in private corporations
Significant interest in 638484 Alberta Ltd., a holding company located in Calgary, Alberta

LIABILITIES [Paragraph 24(1)(a)]
Mortgage, joint with spouse, with First National

Assets
Shares jointly held with spouse:
- CSX Corporation
- Fortis Inc.
- Intact Financial Corp
- Inter Pipeline Ltd
- Enbridge Inc.
- Bank of Nova Scotia
Units jointly held with spouse:
- iShares US Regional Banks ETF
Liabilities
Mortgage, joint with spouse, with Street Capital Corp.
Guarantor with spouse of a mortgage for 638484 Alberta Ltd. with MCAP Mortgage Corp.
Investment in Private Corporations
Significant interest in 638484 Alberta Ltd., a holding company located in Calgary, Alberta
Activities
Director of 638484 Alberta Ltd.
Spouse's/Common-Law Partner's assets
- Shares of Royal Bank of Canada
- Units of SPDR S&P Dividend ETF
Spouse's/Common-Law Partner's source(s) of income
Last 12 months:
- Business income from sole proprietorship, Kimberley Kelly Consulting
Spouse's/Common-Law Partner's investment in private corporations
Significant interest in 638484 Alberta Ltd., a holding company located in Calgary, Alberta

ASSETS [Paragraph 24(1)(a)]
Shares jointly held with spouse:
- Enbridge Inc.
- Bank of Nova Scotia

Assets
Shares jointly held with spouse:
- CSX Corporation
- Fortis Inc.
- Intact Financial Corp
- Inter Pipeline Ltd
Units jointly held with spouse:
- Ishares U S Regional Banks ETF
Liabilities
Mortgage, joint with spouse, with Street Capital Corp.
Guarantor with spouse of a mortgage for 638484 Alberta Ltd. with MCAP Mortgage Corp.
Investment in Private Corporations
Joint ownership with spouse of 638484 Alberta Ltd., a holding company located in Calgary, Alberta.
Activities
Director of 638484 Alberta Ltd.
Spouse's/Common-Law Partner's assets
- Shares of Royal Bank of Canada
- Units of SPDR S&P Dividend ETF
Spouse's/Common-Law Partner's source(s) of income
Last 12 months:
- Business income from sole proprietorship, Kimberley Kelly Consulting

Assets
RESP, jointly held with spouse, with BMO Nesbitt Burns composed of publicly-traded securities
Liabilities
Mortgage with spouse with Street Capital Bank of Canada
Investment in Private Corporations
Joint ownership with spouse of 638484 Alberta Ltd which holds publicly traded securities
Activities
Director of 638484 Alberta Ltd
Spouse's/Common-Law Partner's assets
RRSP with BMO Nesbitt Burns composed of publicly traded securities
Spouse's/Common-Law Partner's source(s) of income
Last and next 12 months:
Business income from sole proprietorship, Kimberley Kelly Consulting

Assets
RESP, jointly held with spouse, with BMO Nesbitt Burns, composed of publicly-traded securities
Other Sources of Income
Last 12 Months:
Dividends from 638484 Alberta Ltd.
Liabilities
Mortgage, joint with spouse, with Street Capital Corp.
Investment in Private Corporations
Co-ownership with spouse of 638484 Ltd., which holds publicly traded securities
Activities
Director, 638484 Alberta Limited
Spouse's/Common-Law Partner's assets
RRSP with BMO Nesbitt Burns composed of publicly traded securities
Spouse's/Common-Law Partner's source(s) of income
Last 12 months:
Business income from sole proprietorship, Kimberley Kelly Consulting
Dividends from 638484 Alberta Ltd.
Next 12 months:
Business income from sole proprietorship, Kimberley Kelly Consulting