Registration - In-house Corporation

Connect First and Servus Credit Union Ltd. / Ian Burns, President and Chief Executive Officer

Registration Information

In-house Corporation name: Connect First and Servus Credit Union Ltd.
Previous in-house corporation names
Responsible Officer Name: Ian Burns, President and Chief Executive Officer
Responsible Officer Change History
Initial registration start date: 2017-09-18
Registration status: Active
Registration Number: 936413-360959

Associated Communications

Total Number of Communication Reports: 82

Monthly communication reports in the last 6 months: 1

Version 7 of 16 (2020-10-23 to 2021-03-16)

Registration versions:

Version 7 of 16 (2020-10-23 to 2021-03-16)

Lobbying Information

Subject Matters

Financial Institutions
Taxation and Finance

Subject Matter Details

Legislative Proposal, Bill or Resolution, Policies or Program

Income Tax Act as it relates to the definition of credit unions, interpretation of arranging for financial services, discriminatory excise tax policies, and tax fairness for small-medium financial institutions.

Legislative Proposal, Bill or Resolution, Policies or Program, Regulation

Advocating for the inclusion of the credit union sector in the development of policies, programs or legislation related to consumer directed finance (open banking).

Policies or Program

COVID-19 relief - work to ensure that credit unions are fully included in a timely manner in all COVID relief programs, and that governmental language regarding financial institutions is inclusive of credit unions

Communication Techniques

Written communication
Oral communication
Grass-roots communication

Government Institutions

Finance Canada (FIN)
House of Commons
Senate of Canada

In-house Corporation Details

Description of activities

Servus Credit Union, Alberta's largest credit union, is a member-owned, community-based financial institution with roots dating back to 1938. We offer a full line of personal and business banking solutions.

Responsible officer name and position during the period of this registration

Garth Warner, President & CEO

Government funding

No government funding was received during the last completed financial year.

In-house Corporation Contact Information

Address:
151 Karl Clark Road NW
Edmonton, AB T6N 1H5
Canada

Telephone number: 780-638-8001

Parent Company Information

Servus Credit Union is not a subsidiary of any other parent companies.

Subsidiary Beneficiary Information

1253565 Alberta Ltd.
- 1400 - 10303 Jasper Avenue
  Edmonton, AB T5J 3N6
  Canada
1299443 Alberta Ltd.
- 1400 - 10303 Jasper Avenue
  Edmonton, AB T5J 3N6
  Canada
1308253 Alberta Ltd.
- 1400 - 10303 Jasper Avenue
  Edmonton, AB T5J 3N6
  Canada
2190730 Alberta Ltd.
- 1400, 10303 Jasper Ave
  Edmonton, AB T5J 3N6
  Canada
2190769 Alberta Ltd.
- 1400, 10303 Jasper Ave
  Edmonton, AB T5J 3N6
  Canada
Servus Insurance Services
- 1400 - 10303 Jasper Avenue
  Edmonton, AB T5J 3N6
  Canada
Servus Wealth Strategies
- 1400 - 10303 Jasper Avenue
  Edmonton, AB T5J 3N6
  Canada

Lobbyists Details

Senior Officers whose lobbying activities represent less than 20% of their Duties

Taras Nohas, Senior Vice President Strategy and Governance | No public offices held
Garth Warner, President & CEO | No public offices held

Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties

Vernon Albush, Director of Corporate Social Responsibility and Government Relations | Public offices held
Bill Anderson, Government Relations Manager | Designated public offices held

Connect First and Servus Credit Union Ltd.

The following names have been used on or after July 2, 2008

The following names have been used on or after July 2, 2008
Name	From	To
Connect First and Servus Credit Union Ltd.	2024-05-01	current
Servus Credit Union	2017-09-18	2024-05-01

Connect First and Servus Credit Union Ltd.

Responsible Officer History
Responsible Officer Name	From (YYYY-MM-DD)	To (YYYY-MM-DD)
Ian Burns	2021-04-29	Current
Garth Warner	2017-09-18	2021-04-29

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Executive Assistant and Caucus Liaison Natural Resources Canada, Office of the Minister	October 2012 to September 2013	September 2, 2013
Member's Assistant House of Commons, Office of the Hon. Diane Finley, P.C., M.P.	October 2009 to October 2012	October 12, 2012

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Archaeologist Parks Canada, Western Region Archaeological Research Unit	May 1986 to August 1986	Not a designated office
Archaeologist Parks Canada, Western Region Archaeological Research Unit	May 1985 to August 1985	Not a designated office
Archaeologist Parks Canada, Western Region Archaeological Research Unit	May 1983 to March 1984	Not a designated office

Date Modified:: 2024-12-05

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Registration - In-house Corporation

Connect First and Servus Credit Union Ltd. / Ian Burns, President and Chief Executive Officer

Registration Information

Associated Communications

Version 7 of 16 (2020-10-23 to 2021-03-16)

Version 7 of 16 (2020-10-23 to 2021-03-16)

Subject Matters

Subject Matter Details

Legislative Proposal, Bill or Resolution, Policies or Program

Legislative Proposal, Bill or Resolution, Policies or Program, Regulation

Policies or Program

Communication Techniques

Government Institutions

Description of activities

Responsible officer name and position during the period of this registration

Government funding

In-house Corporation Contact Information

Parent Company Information

Subsidiary Beneficiary Information

Senior Officers whose lobbying activities represent less than 20% of their Duties

Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties