Canadian Financial Capablility Survey - 2014 (CFCS)

Archived Content

Information identified as archived is provided for reference, research or record keeping purposes. It is not subject to the Government of Canada Web Standards and has not been altered or updated since it was archived. Please contact us to request a format other than those available.

For Information onlyThis is an electronic survey example for information purposes only. This is not a working questionnaire.

Show all instructions

Table of Contents

Survey Introduction (INT)

Survey Introduction (INT) - Question identifier:INT_R01

I'm contacting you about the ^SURVEYNAME.

Survey Introduction (INT) - Question identifier:INT_R02

The survey will collect information on ^SURVEYINTRO.

Your answers to this voluntary survey will be kept strictly confidential.

Sex (SEX)

Sex (SEX) - Question identifier:SEX_Q01

Enter ^SPECRESPNAME's sex.
If necessary, ask: (Are you male or female?)

  • 1: Male
  • 2: Female

HC: De-facto marital status without confirmation - MSNC

HC: De-facto marital status without confirmation - MSNC - Question identifier:MSNC_Q01

What is [your/FNAME's] marital status? [Are/Is you/he/she]... ?

  • 1: Married
  • 2: Living common-law
  • 3: Widowed
  • 4: Separated
  • 5: Divorced
  • 6: Single, never married
  • 9: Don't know
  • 8: Refusal

Demography (DM)

Demography (DM) - Question identifier:DM_R01

I'd like to ask you some questions about your background and your education.

Demography (DM) - Question identifier:DM_Q01

What is the language that you first learned at home in childhood and still understand?

  • 1: English
  • 2: French
  • 3: Other
  • 8: RF
  • 9: DK

Demography (DM) - Question identifier:DM_Q09

In the past five years, have you taken a course or program of study to increase your knowledge and understanding of the economy or financial matters?

INTERVIEWER: For example, retirement planning courses, general economics courses, accounting courses, or any other courses in home or business management.

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Demography (DM) - Question identifier:DM_Q10

Was this course for..

  • 1: work, professional development?
  • 2: personal interest?
  • 3: both
  • 8: RF
  • 9: DK

Demography (DM) - Question identifier:DM_Q11

Do you currently have an Internet connection at home?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Labour Force (LF)

Labour Force (LF) - Question identifier:LF_R01

I would now like to ask you a few questions about your employment status.

Labour Force (LF) - Question identifier:LF_Q01

Are you now...

  • 01: employed?
  • 02: self-employed?
  • 03: not working and looking for work?
  • 04: not working and not looking for work?
  • 05: retired?
  • 06: a student (including work programs)?
  • 07: doing unpaid household work?
  • 08: Other - Specify
  • 98: RF
  • 99: DK

Labour Force (LF) - Question identifier:LF_Q02

Did you work at a job or business at any time in the last 12 months; that is, from ^DT_OneYearAgo to ^DT_LastMonth? (Regardless of the number of hours per week.)

Please include time off for vacation, illness, maternity or paternity leave, strikes and lockouts.

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Labour Force (LF) - Question identifier:LF_Q03

What kind of work did you do in your main job before your retirement?

Long Answer Length = 80

Labour Force (LF) - Question identifier:LF_R05

I would now like to ask you a few questions about your ^DT_BetterHalf's employment status.

Labour Force (LF) - Question identifier:LF_Q05

What is your ^DT_BetterHalf 's current work situation? Is your ^DT_BetterHalf now...

  • 01: employed?
  • 02: self-employed?
  • 03: not working and looking for work?
  • 04: not working and not looking for work?
  • 05: retired?
  • 06: a student (including work programs)?
  • 07: doing unpaid household work?
  • 08: Other - Specify
  • 98: RF
  • 99: DK

Labour Force (LF) - Question identifier:LF_Q06

Did your ^DT_BetterHalf work at a job or business at any time in the last 12 months; that is, from ^DT_OneYearAgo to ^DT_LastMonth? (Regardless of the number of hours per week.)

Please include time off for vacation, illness, maternity or paternity leave, strikes and lockouts.

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Ongoing expenses (OE)

Ongoing expenses (OE) - Question identifier:OE_R01

The following section of the questionnaire will deal with the day-to-day financial management of your household.

Ongoing expenses (OE) - Question identifier:OE_Q01

Overall, who in the household is mainly responsible for making sure that the regular ongoing bills are paid and other financial commitments are met?

  • 1: Mainly you
  • 2: ^DT_Partner
  • 3: ^DT_Share
  • 4: ^DT_SomeoneElse
  • 5: Nobody in particular
  • 6: Someone outside of the household
  • 8: RF
  • 9: DK

Ongoing expenses (OE) - Question identifier:OE_Q02A

How many personal chequing or savings accounts do you currently have with a bank, credit union or trust company?

Min = 0; Max = 99

Ongoing expenses (OE) - Question identifier:OE_Q02B

How many joint chequing or savings accounts, that is to say, accounts that are shared with someone else, do you currently have with a bank, credit union or trust company?

Min = 0; Max = 99

Ongoing expenses (OE) - Question identifier:OE_Q03

With how many different institutions do you have these accounts?

Min = 1; Max = 99

Ongoing expenses (OE) - Question identifier:OE_Q04

How do you typically check the balance for your account or accounts?

  • 01: I check the bank statement sent in the mail
  • 02: I check the statement online (internet banking)
  • 03: I check through telephone banking
  • 04: I call the bank and ask for my balance
  • 05: I ask for my balance, statement or update my bankbook at a bank branch
  • 06: I ask for my balance, statement or update my bankbook at an ATM/cash machine
  • 07: I receive a text message from the bank
  • 08: I never check
  • 98: RF
  • 99: DK

Ongoing expenses (OE) - Question identifier:OE_Q05

How often do you usually check your account balance(s)?

  • 1: Daily
  • 2: Weekly
  • 3: Every two weeks
  • 4: Monthly
  • 5: Yearly
  • 6: Never
  • 8: RF
  • 9: DK

Ongoing expenses (OE) - Question identifier:OE_Q06

Do you or any member of your family currently living with you, have a credit card?

By family we mean all related members of your family who usually reside in your household even if they are temporarily away.

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Ongoing expenses (OE) - Question identifier:OE_Q07

When you need to get some cash, do you usually...

  • 01: use your debit or bankcard at your own financial institutions' cash machine?
  • 02: use your debit or bankcard at another financial institutions' cash machine?
  • 03: use your debit or bankcard at a non-bank cash machine?
  • 04: cash a cheque from your own account?
  • 05: use a credit card to get a cash advance?
  • 06: go to the bank and make a withdrawal?
  • 07: ask for cash back when making a purchase at a store or supermarket?
  • 08: get paid in cash everyday?
  • 09: do something else
  • 10: never use cash
  • 98: RF
  • 99: DK

Ongoing expenses (OE) - Question identifier:OE_Q08

How do you usually pay for your day-to-day purchases?

  • 1: With cash
  • 2: With a debit card (bankcard)
  • 3: With a credit card
  • 4: Other
  • 8: RF
  • 9: DK

Ongoing expenses (OE) - Question identifier:OE_Q09

Which of the following methods best describes how you usually pay your bills?

  • 01: At an automatic teller machine (ATM)
  • 02: At a bank teller
  • 03: By telephone banking
  • 04: By internet banking
  • 05: By cheque through the mail
  • 06: By preauthorized withdrawals from an account
  • 07: By preauthorized payments on a credit card
  • 08: In person with cash
  • 09: Other
  • 98: RF
  • 99: DK

Ongoing expenses (OE) - Question identifier:OE_Q10

Can you tell me why you use a credit card to pay for your bills or day-to-day purchases?

  • 1: To collect reward points (e.g. loyalty program)
  • 2: Short of money, no choice
  • 3: Convenience, accounting purposes
  • 4: To build my credit rating
  • 5: Other
  • 8: RF
  • 9: DK

Ongoing expenses (OE) - Question identifier:OE_Q11

Do you have a household budget?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Ongoing expenses (OE) - Question identifier:OE_Q12

How often do you stay within your budget?

  • 1: Always
  • 2: Usually
  • 3: Rarely
  • 4: Never
  • 8: RF
  • 9: DK

Ongoing expenses (OE) - Question identifier:OE_Q13

Approximately how much would your family spend each month on recurring expenses such as, groceries, mortgage or rent, heating fuel, electricity, telephone, gas for your car, cable, internet, leisure, etc.?

  • 1: Under $2,000
  • 2: $2,000 to less than $4,000
  • 3: $4,000 to less than $6,000
  • 4: $6,000 to less than $8,000
  • 5: $8,000 or more
  • 8: RF
  • 9: DK

Ongoing expenses (OE) - Question identifier:OE_Q14

Thinking about the last 12 months, were you ever behind two or more consecutive months in paying a bill?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Ongoing expenses (OE) - Question identifier:OE_Q15

Still thinking about the last 12 months, were you ever behind two or more consecutive months in paying your rent or mortgage?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Ongoing expenses (OE) - Question identifier:OE_Q16

In that same time period, were you ever behind two or more consecutive months making a loan payment?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Ongoing expenses (OE) - Question identifier:OE_Q17

Again, thinking of the last 12 months, which one of the following statements best describes how well you and your family have been keeping up with your bills and other financial commitments?

  • 1: Keeping up with all bills and commitments without any problems
  • 2: Keeping up with all bills and commitments, but it is sometimes a struggle
  • 3: Having real financial problems and falling behind with bills or credit commitments
  • 4: Don't have any bills or credit commitments
  • 8: RF
  • 9: DK

Ongoing expenses (OE) - Question identifier:OE_Q18

What do you do when you run out of money?

  • 01: Borrow from family or friends
  • 02: Cut back spending, do without
  • 03: Use authorized, arranged overdraft, line of credit
  • 04: Use unauthorized overdraft
  • 05: Use credit card for a cash advance
  • 06: Take out a personal loan from a financial institution
  • 07: Take out a payday loan
  • 08: Draw money out of savings or transfer savings into current account
  • 09: Do overtime, earn extra money
  • 10: Sell or pawn something
  • 11: Depends on amount needed; it varies too much to say
  • 12: Other
  • 98: RF
  • 99: DK

Financial management (FM)

Financial management (FM) - Question identifier:FM_R01

This next section will ask a few questions about how you manage unexpected expenditures.

Financial management (FM) - Question identifier:FM_Q01

Overall, who is mainly responsible for making financial investment and planning decisions on behalf of the family?

  • 1: Mainly you
  • 2: ^DT_Partner
  • 3: ^DT_Share
  • 4: ^DT_SomeoneElse
  • 5: Nobody in particular
  • 6: Someone outside of the household
  • 8: RF
  • 9: DK

Financial management (FM) - Question identifier:FM_Q02

If you had to make an unexpected expenditure today of $500, how would you pay for this expense?

  • 01: Use savings
  • 02: Borrow from a friend or relative
  • 03: Use a personal line of credit
  • 04: Borrow from a financial institution
  • 05: Use a credit card
  • 06: Sell a financial asset or personal possession
  • 07: Go to a pawnbroker or payday loan service
  • 08: Other - Specify
  • 09: Would not be able to pay this expenditure
  • 98: RF
  • 99: DK

Financial management (FM) - Question identifier:FM_Q03

And if the expenditure were $5,000, how would you pay for this expense?

  • 01: Use savings
  • 02: Borrow from a friend or relative
  • 03: Use a personal line of credit
  • 04: Borrow from a financial institution
  • 05: Use a credit card
  • 06: Sell a financial asset or personal possession
  • 07: Go to a pawnbroker or payday loan service
  • 08: Other - Specify
  • 09: Would not be able to pay this expenditure
  • 98: RF
  • 99: DK

Financial management (FM) - Question identifier:FM_Q04A

In the last 12 months, how many times did you or another member of your family use the following alternative financial services:

A pawnbroker to sell a possession?

Min = 0; Max = 99

Financial management (FM) - Question identifier:FM_Q04B

(In the last 12 months, how many times did you or another member of your family use the following alternative financial services:)

A payday loan service?

Min = 0; Max = 99

Financial management (FM) - Question identifier:FM_Q04C

(In the last 12 months, how many times did you or another member of your family use the following alternative financial services:)

A cheque cashing service, other than a bank?

Min = 0; Max = 99

Financial management (FM) - Question identifier:FM_Q05

Have you ever withdrawn money from an RRSP for reasons other than your retirement needs?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Financial management (FM) - Question identifier:FM_Q06

Was that...?

  • 1: through the Home Buyers' Plan
  • 2: through the Lifelong Learning Plan
  • 3: for personal reasons
  • 8: RF
  • 9: DK

Financial management (FM) - Question identifier:FM_Q07

Have you or any other member of your family ever declared bankruptcy or made a formal or informal proposal to your creditors in regards to your financial arrangements?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Major expenses (ME)

Major expenses (ME) - Question identifier:ME_R01

I would now like to ask a few questions about how you are planning for your future purchases or major expenditures such as a home, a new car, a cottage, or a child's upcoming wedding.

Major expenses (ME) - Question identifier:ME_Q01

Excluding home purchases as a principal residence and the possible cost of your children's higher education, do you plan to make any purchases or expenditures of $10,000 or more in the next three years?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Major expenses (ME) - Question identifier:ME_Q02

Please describe the purchase you plan to make.

  • 1: Car
  • 2: Cottage
  • 3: Home improvement or repair
  • 4: Travel
  • 5: Wedding
  • 6: Other - Specify
  • 8: RF
  • 9: DK

Major expenses (ME) - Question identifier:ME_Q03

How do you intend to pay for this purchase?

  • 01: Use savings (down payment, or full price)
  • 02: Borrow from a financial institution (lease or loan)
  • 03: Monthly payments
  • 04: Sell investments
  • 05: Sell or use an asset to secure the necessary funds
  • 06: Cash in an endowment, life insurance policy
  • 07: Cut back on spending
  • 08: Use a credit card, line of credit or bank overdraft
  • 09: Borrow money from family or friends
  • 10: Make arrangements with creditors to reduce or suspend some payments
  • 11: Get a job, take a second job or work extra hours in an existing job
  • 12: Get mortgage, borrow against, remortgage, increase mortgage on home
  • 13: Sell home or move to smaller home
  • 14: Use a cash gift or inheritance
  • 15: Other - Specify
  • 98: RF
  • 99: DK

Major expenses (ME) - Question identifier:ME_Q04

Is your principal residence owned by a member of your immediate family?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Major expenses (ME) - Question identifier:ME_Q05

Is there currently a mortgage on your principal residence?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Major expenses (ME) - Question identifier:ME_Q06

For how many more years do you expect to make mortgage payments on your principal residence?

Min = 0; Max = 99

Major expenses (ME) - Question identifier:ME_Q07

Do you have any plans to purchase a house in the next five years?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Major expenses (ME) - Question identifier:ME_Q08

Do you plan to purchase this house in...?

  • 1: Less than 6 months
  • 2: 6 months to just under 1 year
  • 3: 1 to just under 2 years
  • 4: 2 to just under 3 years
  • 5: 3 or more years
  • 8: RF
  • 9: DK

Major expenses (ME) - Question identifier:ME_Q09

What is the price range of the house you are planning to purchase?

  • 1: Less than $100,000
  • 2: $100,000 to less than $200,000
  • 3: $200,000 to less than $300,000
  • 4: $300,000 to less than $500,000
  • 5: $500,000 or more
  • 8: RF
  • 9: DK

Major expenses (ME) - Question identifier:ME_Q10

As of today, what percent of the total price have you managed to save for your future home?

  • 1: Less than 5%
  • 2: 5 to 10%
  • 3: 11 to 20%
  • 4: 21 to 50%
  • 5: 51 to 75%
  • 6: 76 to 100%
  • 8: RF
  • 9: DK

Major expenses (ME) - Question identifier:ME_Q11

Other than a loan or mortgage from a financial institution, how else do you intend to pay for this home?

  • 01: Draw money from current account (excluding overdraft facility)
  • 02: Draw money from a registered savings fund intended for this purpose
  • 03: Use the money from the sale of previous home
  • 04: Sell investments (other than previous home)
  • 05: Sell or use an asset to secure the necessary funds
  • 06: Cash in an endowment or life insurance policy
  • 07: Use a credit card or overdraft
  • 08: Borrow money from family or friends
  • 09: Use a cash gift or inheritance
  • 10: Withdraw savings from RRSP
  • 11: Other - Specify
  • 12: Nothing
  • 98: RF
  • 99: DK

Major expenses (ME) - Question identifier:ME_Q12

Other than the down payment, are you expecting any other costs for your future home?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Major expenses (ME) - Question identifier:ME_Q13

Could you tell me what these costs are?

  • 01: Legal fees (lawyer's fees and disbursements)
  • 02: Taxes (land transfer, GST, etc.)
  • 03: Furniture or appliances
  • 04: Moving costs
  • 05: Utility deposits
  • 06: Real estate fees
  • 07: Renovations, upgrades, repairs
  • 08: Condo, co-op, community development fees
  • 09: Other - Specify
  • 98: RF
  • 99: DK

Major expenses (ME) - Question identifier:ME_Q14

As of today, do you expect to have enough money to cover these costs when you buy your home?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Postsecondary education funding section (EF)

Postsecondary education funding section (EF) - Question identifier:EF_R01

I would now like to ask some questions about financial plans that you may have for any child or children in the event that they pursue postsecondary education such as college, university or a trade apprenticeship or vocational school.

Postsecondary education funding section (EF) - Question identifier:EF_Q01

Are you financially responsible for any children under the age of 18 living in your household or currently living with someone else?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Postsecondary education funding section (EF) - Question identifier:EF_Q02

Are you currently saving or have you already saved to support the cost of your children's postsecondary education?

By children, we mean any child or children less than 18 years old for whom you are financially responsible. This may include children who are not currently living with you.

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Postsecondary education funding section (EF) - Question identifier:EF_Q03

Are there any particular reasons why you are not currently saving for your children's postsecondary education?

  • 1: You do not expect your child(ren) will go to a postsecondary school
  • 2: You feel that it is your child(ren)'s responsibility to pay for their own postsecondary education
  • 3: Someone else is currently saving or has already saved
  • 4: At this time, you have other financial obligations that prevent you from saving
  • 5: You are currently unemployed and cannot afford to save
  • 6: You do not earn enough money at this time to save for your child(ren)'s postsecondary education
  • 7: Other
  • 8: RF
  • 9: DK

Postsecondary education funding section (EF) - Question identifier:EF_Q04

How are you currently saving to support your children's postsecondary education?

  • 01: Contribute to a RESP account
  • 02: Purchase GICs, government savings bonds or corporate bonds
  • 03: Contribute to a dedicated savings plan or account
  • 04: Purchase mutual funds, stocks, etc
  • 05: Contribute to a trust fund
  • 06: My spouse has made provisions
  • 07: Another family member has made provisions
  • 08: I have been given money from a family member or friend to be used for this purpose (includes inheritance)
  • 09: Nothing at all
  • 10: Other - Specify
  • 98: RF
  • 99: DK

Postsecondary education funding section (EF) - Question identifier:EF_Q05

Do you expect to help your children with their postsecondary education in any of the following ways?

  • 01: From employment or pension income you will earn while they are in school
  • 02: From loans that you will take out
  • 03: By co-signing a student loan
  • 04: From the sale of assets (real estate, valuables, etc)
  • 05: By providing free room and board while they are in school
  • 06: By providing the use of a car while they are in school
  • 07: Nothing at all
  • 08: Other - Specify
  • 98: RF
  • 99: DK

Retirement planning (RP)

Retirement planning (RP) - Question identifier:RP_R01

This section contains questions about the plans you may have for your retirement.

Retirement planning (RP) - Question identifier:RP_Q01

Are you financially preparing for your retirement either on your own or through an employer pension plan?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Retirement planning (RP) - Question identifier:RP_Q02

Which of the following sources of revenue are included in your financial plan for retirement?

  • 01: Government pension benefits (CPP, QPP, OAS, GIS)
  • 02: Occupational or workplace pension plan benefits
  • 03: Personal retirement savings plan benefits (RRSP, RSP)
  • 04: Obtaining a reverse mortgage
  • 05: Sell your financial assets (such as: stocks, bonds or mutual funds, investment funds other than RRSP or RIF)
  • 06: Sell your non-financial assets (such as: a car, home or properties, art, jewels, antiques, etc.)
  • 07: Use an inheritance
  • 08: Rely on financial support from your extended family (including a spouse, partner)
  • 09: Drawing an income from your own (or your spouse or partner's) business
  • 10: Earnings from employment in retirement
  • 11: Other - Specify
  • 98: RF
  • 99: DK

Retirement planning (RP) - Question identifier:RP_Q03

You just said that part of your financial planning for retirement includes a workplace pension. When you retire, how many workplace pensions are you entitled to receive income from?

  • 1: One
  • 2: Two
  • 3: Three or more
  • 8: RF
  • 9: DK

Retirement planning (RP) - Question identifier:RP_Q04

^Does_C your workplace ^Pension base the amount of your benefits on the contributions made to the plan and the return on these contributions, or on a proportion of your earnings and the number of years you have contributed to the plan?

  • 1: Based on the return on contributions to the plan
  • 2: Based on the contributor' earnings and number of years
  • 3: Both
  • 8: RF
  • 9: DK

Retirement planning (RP) - Question identifier:RP_Q05

Up to now, how many years have you contributed to an occupational or workplace pension?

Min = 0; Max = 75

Retirement planning (RP) - Question identifier:RP_Q06

Are there any particular reasons why you are not planning for your retirement?

  • 01: Don't have a job, haven't worked long enough
  • 02: Can't afford to, don't earn enough, income too low
  • 03: Too many debts, bills, financial commitments
  • 04: Am relying on government pension (CPP/QPP/OAS/GIS)
  • 05: Am relying on partner's pension (including ex-partner)
  • 06: Am relying on a future inheritance
  • 07: Am relying on financial support from family
  • 08: Don't think about it, haven't got around to it
  • 09: Don't think I'll live that long
  • 10: Waiting to get a job with a pension plan
  • 11: I'm young, lots of time
  • 12: Other - Specify
  • 98: RF
  • 99: DK

Retirement planning (RP) - Question identifier:RP_Q07

What do you think will be your primary source of income at the time of your retirement?

  • 01: Government pension benefits (CPP, QPP, OAS, GIS)
  • 02: Occupational or workplace pension plan benefits
  • 03: Medical or disability pension
  • 04: Personal retirement savings plan benefits (RRSP, RSP)
  • 05: Retirement Income Funds (including RRIF, LRIF, and Life Income Funds)
  • 06: Use an inheritance
  • 07: Rely on financial support from my family
  • 08: Draw an income from your own (or your partner's) business
  • 09: Earnings from employment in retirement
  • 10: Other - Specify
  • 98: RF
  • 99: DK

Retirement planning (RP) - Question identifier:RP_Q08

Taking all of the various sources of retirement income into account for your household (including government sources as well as personal and occupational pensions and provisions), how confident are you that your household income at the time of your retirement will give you the standard of living you hope for?

  • 1: Very confident
  • 2: Fairly confident
  • 3: Not very confident
  • 4: Not at all confident
  • 8: RF
  • 9: DK

Retirement planning (RP) - Question identifier:RP_Q09

Do you have a good idea of how much money you will need to save to maintain your desired standard of living when you retire?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Retirement planning (RP) - Question identifier:RP_R10

You mentioned earlier that you are currently retired. The next two questions are about your financial standard of living in retirement.

Retirement planning (RP) - Question identifier:RP_Q10

Compared to your expectations before you retired, how would you describe your financial standard of living in retirement?

  • 1: Much better than expected
  • 2: Better than expected
  • 3: As expected
  • 4: Not as good as expected
  • 5: Much worse than expected
  • 8: RF
  • 9: DK

Retirement planning (RP) - Question identifier:RP_Q11

Is your retirement income sufficient to comfortably cover your monthly expenses?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Assets and debts (AD)

Assets and debts (AD) - Question identifier:AD_R01

The following section will collect a few details about your family's current financial portfolio. For instance, I will be asking you about the types and approximate worth of the things owned by you or other members of your family and what you currently owe on various types of debts.

By family we mean all related members of your family who usually reside in your household even if they are temporarily away.

Assets and debts (AD) - Question identifier:AD_Q01

Do you or does anyone in your family own any of the following tangible assets?

  • 1: House or property (in or out of Canada, including your principal residence)
  • 2: Vehicles (i.e. cars, trucks, watercrafts, RVs, trailers, snowmobiles, ATVs, etc)
  • 3: Collections, antiques, jewels, and other valuables
  • 4: Other tangible assets - Specify
  • 5: None of these assets
  • 8: RF
  • 9: DK

Assets and debts (AD) - Question identifier:AD_Q02

How much do you think they could be sold for today?

Min = 0; Max = 15000000

Assets and debts (AD) - Question identifier:AD_Q03

Do you or anyone in your family currently have any Registered Retirement Savings Plans (RRSPs)?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Assets and debts (AD) - Question identifier:AD_Q04

In your estimation, what is the current total value of these RRSPs?

Min = 0; Max = 15000000

Assets and debts (AD) - Question identifier:AD_Q05

Do you or anyone in your family currently have any Registered Education Saving Plans (RESPs)?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Assets and debts (AD) - Question identifier:AD_Q06

In your estimation, what is the current total value of these RESPs?

Min = 0; Max = 15000000

Assets and debts (AD) - Question identifier:AD_Q07

Excluding any Registered Retirement Saving Plans (RRSPs), do you or anyone in your family own any of the following financial assets?

  • 1: Cash savings (from savings or chequing accounts)
  • 2: Investments (stocks, bonds, term deposits, GICs, Non-RRSP Mutual funds)
  • 3: Registered disability savings plan
  • 4: Tax free savings plan
  • 5: Private pensions
  • 6: Other financial assets - Specify
  • 7: None of these assets
  • 8: RF
  • 9: DK

Assets and debts (AD) - Question identifier:AD_Q08

In your estimation, what is the total value of these financial assets?

Min = 0; Max = 15000000

Assets and debts (AD) - Question identifier:AD_Q09

Do you or anyone in your family own any of the following business assets or properties?

  • 1: Agricultural property, machinery and equipment
  • 2: Wholly or partially owned business property and assets
  • 3: Copyrights, patents or royalties
  • 4: Other business assets or property (properties) - Specify
  • 5: None of these assets
  • 8: RF
  • 9: DK

Assets and debts (AD) - Question identifier:AD_Q10

In your estimation, what is the total value of these business assets or properties?

Min = 0; Max = 15000000

Assets and debts (AD) - Question identifier:AD_Q11

Do you or anyone in your family currently have any of the following types of debts or liabilities?

  • 01: Mortgages (include principal residence and other mortgages)
  • 02: Student loans
  • 03: Payday loans
  • 04: Other loans (other than student loans or pay day loans)
  • 05: Outstanding credit card balances
  • 06: Outstanding balances on lines of credit
  • 07: Other debts or liabilities - Specify
  • 08: None of these debts or liabilities
  • 98: RF
  • 99: DK

Assets and debts (AD) - Question identifier:AD_Q12

In your estimation, what is the total value of these debts and liabilities?

Min = 0; Max = 15000000

Income (IN)

Income (IN) - Question identifier:IN_Q01A

In the last 12 months, did you receive any income from:

... wages or salaries, including commissions, tips and bonuses?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Income (IN) - Question identifier:IN_Q01B

(In the last 12 months, did you receive any income from:)

... self-employment income, including farm self-employment, business, professional, commission, fishing, and net income from roomers and boarders?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Income (IN) - Question identifier:IN_Q01C

(In the last 12 months, did you receive any income from:)

... interest, dividends, capital gains or other investment income such as net rental income?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Income (IN) - Question identifier:IN_Q01D

(In the last 12 months, did you receive any income from:)

... Canada or Quebec Pension Plan (CPP or QPP), Old Age Security (OAS), Guaranteed Income Supplement (GIS) or Spouse's Allowance?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Income (IN) - Question identifier:IN_Q01E

(In the last 12 months, did you receive any income from:)

... employment insurance benefits?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Income (IN) - Question identifier:IN_Q01F

(In the last 12 months, did you receive any income from:)

... social assistance and provincial supplements, disability pensions or provincial disability payments?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Income (IN) - Question identifier:IN_Q01G

(In the last 12 months, did you receive any income from:)

... other government sources such as Child Tax Benefit (including BC family bonus, Quebec allowances for families), Workers' Compensation, Goods and Services Tax Benefit, provincial tax credits, Veterans' pensions?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Income (IN) - Question identifier:IN_Q01H

(In the last 12 months, did you receive any income from:)

... workplace pensions, RRSP annuities, RRIF withdrawals and RRSP withdrawals?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Income (IN) - Question identifier:IN_Q01I

(In the last 12 months, did you receive any income from:)

... any other income such as alimony, money from persons outside the household to help pay living expenses, scholarships, research grants, retiring allowance, lottery winnings, educational assistance payments, etc.?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Income (IN) - Question identifier:IN_Q02

What is your best estimate of your total personal income, before taxes and deductions, from all sources during the year ending December 31, 2013?

Min = -9000000; Max = 9000000

Income (IN) - Question identifier:IN_Q03

Could you tell me which of the following categories best describes your personal income in 2013?

  • 1: Less than $20,000
  • 2: $20,000 to less than $40,000
  • 3: $40,000 to less than $60,000
  • 4: $60,000 to less than $80,000
  • 5: $80,000 to less than $100,000
  • 6: $100,000 or more
  • 8: RF
  • 9: DK

Income (IN) - Question identifier:IN_Q04

What is your best estimate of the total income of all household members (including yourself) before taxes and deductions from all sources during the year ending December 31, 2013?

Min = -9000000; Max = 9000000

Income (IN) - Question identifier:IN_Q05

Could you tell me which of the following categories best describes your total household income in 2013?

  • 1: Less than $20,000
  • 2: $20,000 to less than $40,000
  • 3: $40,000 to less than $60,000
  • 4: $60,000 to less than $80,000
  • 5: $80,000 to less than $100,000
  • 6: $100,000 or more
  • 8: RF
  • 9: DK

Financial choices (FC)

Financial choices (FC) - Question identifier:FC_R01

I would now like to ask you a few questions about how you make financial choices and where you go to find help.

Financial choices (FC) - Question identifier:FC_Q01

In the past 12 months, did you make use of any advice, free or paid, on any of the following financial products?

  • 01: Retirement planning
  • 02: Children's education planning
  • 03: Estate planning
  • 04: Insurance
  • 05: Tax planning
  • 06: General financial planning (saving and investment strategies)
  • 07: Other - Specify
  • 08: No advice available or couldn't find any advice
  • 09: No, did not use any advice
  • 98: RF
  • 99: DK

Financial choices (FC) - Question identifier:FC_Q02

Where did you get your advice?

Long Answer Length = 200

Financial choices (FC) - Question identifier:FC_Q03

Did you pay for any of this advice?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Financial choices (FC) - Question identifier:FC_Q04

People get information about financial investments from many sources. What sources do you feel most influence your decisions about the financial investments you make?

  • 01: Advertisements
  • 02: Magazines
  • 03: Newspapers
  • 04: Radio or Television
  • 05: Internet
  • 06: Advice from a Financial Advisor
  • 07: Advice from a knowledgeable friend
  • 08: Other - Specify
  • 09: None of the above
  • 98: RF
  • 99: DK

Financial choices (FC) - Question identifier:FC_Q05

Are there any things that you personally keep an eye on, such as changes in ...?

  • 01: The housing market
  • 02: The stock market
  • 03: The currency (money) market
  • 04: Interest rates
  • 05: Inflation
  • 06: Taxation
  • 07: The job market
  • 08: Pension plans, and benefits
  • 09: Sales of consumer goods and services
  • 10: Other
  • 11: None of the above
  • 98: RF
  • 99: DK

Financial choices (FC) - Question identifier:FC_Q06

How do you tend to monitor these things?

  • 01: Newspapers
  • 02: Financial / business pages in newspapers
  • 03: Financial magazines (Forbes, The Economist, Les Affaires)
  • 04: Current event magazines (Maclean's, Actualité, Times, Newsweek)
  • 05: Radio and television business and financial programming
  • 06: Internet (email, Web, text messaging, newsfeeds, etc.)
  • 07: Financial advisor
  • 08: Other
  • 98: RF
  • 99: DK

Financial choices (FC) - Question identifier:FC_R07

The next series of questions are about insurance policies and credit histories.

Financial choices (FC) - Question identifier:FC_Q07

Could you please tell me which of the following types of insurances you currently own?

  • 01: Auto
  • 02: Life
  • 03: Disability
  • 04: Loss of income (e.g. payment protection insurance)
  • 05: Property (home)
  • 06: Renters (content)
  • 07: Travel
  • 08: Other
  • 09: None of the above
  • 98: RF
  • 99: DK

Financial choices (FC) - Question identifier:FC_Q08

Do you have all your insurance policies with one company?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Financial choices (FC) - Question identifier:FC_Q09

Do you currently have a will?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Financial choices (FC) - Question identifier:FC_Q10

Do you currently have powers of attorney drawn up for your household?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Financial choices (FC) - Question identifier:FC_Q11

When did you personally last request a credit report from Equifax, Trans Union of Canada or Northern Credit Bureau (Experian) to verify your credit history?

  • 1: Within the last 12 months
  • 2: Within the last 5 years
  • 3: Within the last decade
  • 4: More than 10 years ago
  • 5: Never
  • 8: RF
  • 9: DK

Financial choices (FC) - Question identifier:FC_Q12

Have you ever found an error in any of the information presented on your personal consumer credit report?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Subjective personal assessment (SA)

Subjective personal assessment (SA) - Question identifier:SA_R01

I would now like to ask a few questions regarding your financial attitudes and awareness.

Subjective personal assessment (SA) - Question identifier:SA_Q01

How would you rate your level of financial knowledge?

  • 1: Very knowledgeable
  • 2: Knowledgeable
  • 3: Fairly knowledgeable
  • 4: Not very knowledgeable
  • 8: RF
  • 9: DK

Subjective personal assessment (SA) - Question identifier:SA_Q02

How would you rate yourself on each of the following areas of financial management:

... keeping track of money?

  • 1: Very good
  • 2: Good
  • 3: Fairly good
  • 4: Not very good
  • 8: RF
  • 9: DK

Subjective personal assessment (SA) - Question identifier:SA_Q03

(How would you rate yourself on each of the following areas of financial management:)

... making ends meet?

  • 1: Very good
  • 2: Good
  • 3: Fairly good
  • 4: Not very good
  • 8: RF
  • 9: DK

Subjective personal assessment (SA) - Question identifier:SA_Q04

(How would you rate yourself on each of the following areas of financial management:)

... shop around to get the best financial product such as loans or insurance rates?

  • 1: Very good
  • 2: Good
  • 3: Fairly good
  • 4: Not very good
  • 8: RF
  • 9: DK

Subjective personal assessment (SA) - Question identifier:SA_Q05

(How would you rate yourself on each of the following areas of financial management:)

... staying informed on financial issues?

  • 1: Very good
  • 2: Good
  • 3: Fairly good
  • 4: Not very good
  • 8: RF
  • 9: DK

Subjective personal assessment (SA) - Question identifier:SA_Q06

Have you ever made a financial decision that you later regretted?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Subjective personal assessment (SA) - Question identifier:SA_Q07

Please tell me if you agree or disagree with the following statements.

I enjoy dealing with financial matters.

  • 1: Agree
  • 2: Disagree
  • 8: RF
  • 9: DK

Subjective personal assessment (SA) - Question identifier:SA_Q08

(Please tell me if you agree or disagree with the following statements.)

I tend to trust professional financial advisers and accept what they recommend.

  • 1: Agree
  • 2: Disagree
  • 8: RF
  • 9: DK

Subjective personal assessment (SA) - Question identifier:SA_Q09

(Please tell me if you agree or disagree with the following statements.)

I frequently get financial advice from my friends and family.

  • 1: Agree
  • 2: Disagree
  • 8: RF
  • 9: DK

Subjective personal assessment (SA) - Question identifier:SA_Q10

(Please tell me if you agree or disagree with the following statements.)

I've got a clear idea of the sorts of financial products that I need.

  • 1: Agree
  • 2: Disagree
  • 8: RF
  • 9: DK

Subjective personal assessment (SA) - Question identifier:SA_Q11

(Please tell me if you agree or disagree with the following statements.)

I keep a close personal watch on my financial affairs.

  • 1: Agree
  • 2: Disagree
  • 8: RF
  • 9: DK

Subjective personal assessment (SA) - Question identifier:SA_Q12

(Please tell me if you agree or disagree with the following statements.)

I know enough about investments to choose ones that are suitable for my circumstances.

  • 1: Agree
  • 2: Disagree
  • 8: RF
  • 9: DK

Subjective personal assessment (SA) - Question identifier:SA_Q13

(Please tell me if you agree or disagree with the following statements.)

I always research my choices thoroughly before making any financial decisions.

  • 1: Agree
  • 2: Disagree
  • 8: RF
  • 9: DK

Subjective personal assessment (SA) - Question identifier:SA_Q14

(Please tell me if you agree or disagree with the following statements.)

I always consult my family/spouse before making any important financial decisions.

  • 1: Agree
  • 2: Disagree
  • 8: RF
  • 9: DK

Objective personal assessment (OA)

Objective personal assessment (OA) - Question identifier:OA_R01

The next part of the interview is different. This section, which has some questions about financial matters, is like a quiz. But don't worry it is not an exam.

Have fun, and answer as best as you can.

Objective personal assessment (OA) - Question identifier:OA_Q01

If the inflation rate is 5% and the interest rate you get on your savings is 3%, will your savings have at least as much buying power in a year's time?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Objective personal assessment (OA) - Question identifier:OA_Q02

A credit report is...?

  • 1: A list of your financial assets and liabilities
  • 2: A monthly credit card statement
  • 3: A loan and bill payment history
  • 4: A credit line with a financial institution
  • 8: RF
  • 9: DK

Objective personal assessment (OA) - Question identifier:OA_Q03

Who insures stocks in the stock market?

  • 1: The National Deposit Insurance Corporation
  • 2: The Securities and Exchange Commission
  • 3: The Bank of Canada
  • 4: No one
  • 8: RF
  • 9: DK

Objective personal assessment (OA) - Question identifier:OA_Q04

True or false.

By using unit pricing at the grocery store, you can easily compare the cost of any brand and any package size.

  • 1: True
  • 2: False
  • 8: RF
  • 9: DK

Objective personal assessment (OA) - Question identifier:OA_Q05

If each of the following persons had the same amount of take home pay, who would need the greatest amount of life insurance?

  • 1: A young single woman with two young children
  • 2: A young single woman without children
  • 3: An elderly retired man, with a wife who is also retired
  • 4: A young married man without children
  • 8: RF
  • 9: DK

Objective personal assessment (OA) - Question identifier:OA_Q06

If you had a savings account at a bank, which of the following statements would be correct concerning the interest that you would earn on this account?

  • 1: Sales tax may be charged on the interest that you earn
  • 2: You cannot earn interest until you pass your 18th birthday
  • 3: Earnings from savings account interest may not be taxed
  • 4: Income tax may be charged on the interest if your income is high enough.
  • 8: RF
  • 9: DK

Objective personal assessment (OA) - Question identifier:OA_Q07

Inflation can cause difficulty in many ways. Which group would have the greatest problem during periods of high inflation that lasts several years?

  • 1: Young working couples with no children
  • 2: Young working couples with children
  • 3: Older, working couples saving for retirement
  • 4: Older people living on fixed retirement income
  • 8: RF
  • 9: DK

Objective personal assessment (OA) - Question identifier:OA_Q08

Lindsay has saved $12,000 for her university expenses by working part-time. Her plan is to start university next year and she needs all of the money she saved. Which of the following is the safest place for her university money?

  • 1: Corporate bonds
  • 2: Mutual Funds
  • 3: A bank savings account
  • 4: Locked in a safe at home
  • 5: Stocks
  • 8: RF
  • 9: DK

Objective personal assessment (OA) - Question identifier:OA_Q09

Which of the following types of investment would best protect the purchasing power of a family's savings in the event of a sudden increase in inflation?

  • 1: A twenty-five year corporate bond
  • 2: A house financed with a fixed-rate mortgage
  • 3: A 10-year bond issued by a corporation
  • 4: A certificate of deposit at a bank
  • 8: RF
  • 9: DK

Objective personal assessment (OA) - Question identifier:OA_Q10

Under which of the following circumstances would it be financially beneficial to borrow money to buy something now and repay it with future income?

  • 1: When something goes on sale
  • 2: When the interest on the loan is greater than the interest obtained from a savings account
  • 3: When buying something on credit allows someone to get a much better paying job
  • 4: It is always more beneficial to borrow money to buy something now and repay it with future income
  • 8: RF
  • 9: DK

Objective personal assessment (OA) - Question identifier:OA_Q11

Which of the following statements is not correct about most ATM (Automated Teller Machine) cards?

  • 1: You can get cash anywhere in the world with no fee
  • 2: You must have a bank account to have an ATM card
  • 3: You can generally get cash 24 hours-a-day
  • 4: You can generally obtain information concerning your bank balance at an ATM machine
  • 8: RF
  • 9: DK

Objective personal assessment (OA) - Question identifier:OA_Q12

Which of the following can hurt your credit rating?

  • 1: Making late payments on loans and debts
  • 2: Staying in one job too long
  • 3: Living in the same location too long
  • 4: Using your credit card frequently for purchases
  • 8: RF
  • 9: DK

Objective personal assessment (OA) - Question identifier:OA_Q13

What can affect the amount of interest that you would pay on a loan?

  • 1: Your credit rating
  • 2: How much you borrow
  • 3: How long you take to repay the loan
  • 4: All of the above
  • 8: RF
  • 9: DK

Objective personal assessment (OA) - Question identifier:OA_Q14

Which of the following will help lower the cost of a house?

  • 1: Paying off the mortgage over a long period of time
  • 2: Agreeing to pay the current rate of interest on the mortgage for as many years as possible
  • 3: Making a larger down payment at the time of purchase
  • 4: Making a smaller down payment at the time of purchase
  • 8: RF
  • 9: DK

Objective personal assessment (OA) - Question identifier:OA_R02

Score = [sum of correct answers of OA_Q01 through to OA_Q14. See Programmer Note.]

Contact (CRN)

Contact (CRN) - Question identifier:CRN_N01

Record method of interview.

  • 1: Telephone
  • 2: Personal

Contact (CRN) - Question identifier:CRN_N02

Have you made contact?

  • 1: Yes
  • 2: No
  • 3: Enter a new telephone number

North American Telephone (NATP)

North American Telephone (NATP) - Question identifier:NATP_Q01

^DV_QTEXT_E

Min = 0; Max = 995

North American Telephone (NATP) - Question identifier:NATP_Q02

(^DV_QTEXT_E)

Min = 0; Max = 9999995

North American Telephone (NATP) - Question identifier:NATP_Q03

(^DV_QTEXT_E)

Long Answer Length = 6

Interviewer introduction (II)

Interviewer introduction (II) - Question identifier:II_R01

Hello, I'm [calling/blank] from Statistics Canada. My name is ...

Adult Respondent (AR)

Adult Respondent (AR) - Question identifier:AR_Q01

May I speak with an adult member of the household?

  • 1: Yes, speaking to an adult member
  • 2: Yes, an adult member is available
  • 3: No, an adult member is not available
  • 8: RF
  • 9: DK

Language of Preference (LP)

Language of Preference (LP) - Question identifier:LP_Q01

Would you prefer that I speak in English or in French?

  • 1: English
  • 2: French
  • 3: Other

Language of Preference (LP) - Question identifier:LP_N02

Select respondent's preferred non-official language.
If necessary, ask: (What language would you prefer?)

  • 03: Chinese
  • 04: Italian
  • 05: Punjabi
  • 06: Spanish
  • 07: Portuguese
  • 08: Polish
  • 09: German
  • 10: Vietnamese
  • 11: Arabic
  • 12: Tagalog
  • 13: Greek
  • 14: Tamil
  • 15: Cree
  • 16: Afghan
  • 17: Cantonese
  • 18: Hindi
  • 19: Mandarin
  • 20: Persian (Farsi)
  • 21: Russian
  • 22: Ukrainian
  • 23: Urdu
  • 24: Inuktitut
  • 25: Hungarian
  • 26: Korean
  • 27: Serbo-Croatian
  • 28: Gujarati
  • 29: Dari
  • 90: Other - Specify

Initial Contact (IC)

Initial Contact (IC) - Question identifier:IC_R01

I'm calling regarding ^SURVEYTHEME . ^SURVEYINTRO.

Initial Contact (IC) - Question identifier:IC_R02

Your answers to this voluntary survey will be kept strictly confidential.

Refusal Re-Contact (REF)

Refusal Re-Contact (REF) - Question identifier:REF_R01

One of our interviewers previously contacted your household regarding ^SURVEYTHEME.

Refusal Re-Contact (REF) - Question identifier:REF_R02

Your participation is essential if the results are to be accurate. All information collected in this survey will be kept strictly confidential.

Appointment Re-Contact (ARC)

Appointment Re-Contact (ARC) - Question identifier:ARC_R01

One of our interviewers previously contacted your household regarding ^SURVEYTHEME. I would like to continue the interview where we left off. As you know, all information we collect in this survey will be kept strictly confidential.

CATI Monitoring (MON)

CATI Monitoring (MON) - Question identifier:MON_R01

My supervisor may listen to this call for the purpose of quality control.

Telephone First Contact CFCS (TFCC)

Telephone First Contact CFCS (TFCC) - Question identifier:TFCC_Q01

In order to make sure I've reached the correct household, I need to confirm your address. Is it:
^LISTADDRESS_E

  • 1: Yes
  • 2: No

Telephone Check (TC)

Telephone Check (TC) - Question identifier:TC_Q01

I would like to make sure I've dialled the right number.
Is this ^TELEPHONENUMBER?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Telephone Check (TC) - Question identifier:TC_R02

I'm sorry, I must have dialled incorrectly.

Telephone Check (TC) - Question identifier:TC_N03

Re-dial the telephone number.
Have you made contact?

  • 1: Yes - same person
  • 2: Yes - other person
  • 3: No

Telephone Check (TC) - Question identifier:TC_R04

I'm sorry, I was trying to reach ^TELEPHONENUMBER. There must be a problem with the telephone lines.

Roster (CFCS 2014) (RS)

Roster (CFCS 2014) (RS) - Question identifier:RS_R01

The next few questions ask for important basic information about the people in your household.

Roster (CFCS 2014) (RS) - Question identifier:RS_Q04

Are there any other persons who usually live here but are now away at school, in hospital, or somewhere else?

  • 1: Yes
  • 2: No
  • 8: RF
  • 9: DK

Usual Roster (USU)

Usual Roster (USU) - Question identifier:USU_Q01

What are the names of all persons who usually live here?

Long Answer Length = 0

Demographic Introduction (DM)

Demographic Introduction (DM) - Question identifier:DM_N01

The following questions collect the demographic information for all household members.
For new household members collect all demographic information.
For other household members collect any missing demographic information, or update/correct existing demographic information as needed.
Press <Page Down> to go to the first unanswered demographic question, or to go to the next question series once all the demographic information has been collected.
Press <1> to continue.

Demographics (CFCS 2014) (DEM)

HC: Age without date of birth - ANDB

HC: Age without date of birth - ANDB - Question identifier:ANDB_Q01

What is [RespondentName]'s age?

  • 1: Min: 0 Max: 121
  • 999: Don't know
  • 998: Refusal

Canadian forces (CAF)

Canadian forces (CAF) - Question identifier:CAF_Q01

Is ^SPECRESPNAME a full time member of the regular Canadian Forces?

  • 1: Yes
  • 2: No

Select respondent introduction (SRI)

Select respondent introduction (SRI) - Question identifier:SRI_R01

The survey application will now randomly select a member of your household to answer the rest of the survey questions.

(Unfortunately, I have no control over the selection of household members. In order to ensure that the survey is as accurate as possible, the selection of household members is made automatically.)

Selected Respondent (SR)

Selected Respondent (SR) - Question identifier:SR_Q01

May I speak with ^SPECRESPNAME?

  • 1: Yes, speaking to respondent
  • 2: Yes, respondent available
  • 3: No, respondent not available
  • 4: No, respondent no longer a household
    member
  • 5: Wrong number
  • 8: RF
  • 9: DK

Thank You 1 (TY1)

Thank You 1 (TY1) - Question identifier:TY1_R01

Thank you for your time.

Thank You (TY)

Thank You (TY) - Question identifier:TY_R01

Thank you for taking the time to participate to the Canadian Financial Capability Survey.

Thank You (TY) - Question identifier:TY_R02

This survey is for persons aged 18 and older therefore, the survey is now completed for your household. Thank you for your co-operation.

Date modified: