Survey of Financial Security - 2025 (SFS)

Household information (NAD) - Question identifier:NAD_Q05

Is this your address?
#{CMP_AddressLine1} #{CMP_AddressLine2}
#{CMP_City}, #{CMP_Province}
#{CMP_PostalCode}

• 1: Yes
• 2: No

Household information (NAD) - Question identifier:NAD_R10

Update any incorrect or missing information to correspond with this dwelling's address.

Household information (NAD) - Question identifier:NAD_Q10A

Address line 1

Long Answer Length = 80

Household information (NAD) - Question identifier:NAD_Q10B

Address line 2

Long Answer Length = 80

Household information (NAD) - Question identifier:NAD_Q10C

City, municipality, town or village

Long Answer Length = 80

Household information (NAD) - Question identifier:NAD_Q10D

Province or territory

• 10: Newfoundland and Labrador
• 11: Prince Edward Island
• 12: Nova Scotia
• 13: New Brunswick
• 24: Quebec
• 35: Ontario
• 46: Manitoba
• 47: Saskatchewan
• 48: Alberta
• 59: British Columbia
• 60: Yukon
• 61: Northwest Territories
• 62: Nunavut

Household information (NAD) - Question identifier:NAD_Q10E

Postal code

Long Answer Length = 6

Economic Family (EF) - Question identifier:EF_R01A

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

Economic Family (EF) - Question identifier:EF_Q01A

Including yourself, how many persons are staying at this address?


Number of persons

Min = 1; Max = 20

Economic Family (EF) - Question identifier:EF_R01B

For the purpose of this survey a family is all persons related by blood, marriage, common-law, adoption, foster and guardianship.

Economic Family (EF) - Question identifier:EF_Q01B

Are all the persons living at this address related by blood, marriage, common-law, adoption, foster or guardianship?

• 1: Yes
• 2: No

Multiple Economic Families (MEF) - Question identifier:MEF_Q01

Excluding yourself and your family members, how many other unrelated persons live here?

Enter the number of other unrelated persons living in the household

Min = 1; Max = 10

Multiple Economic Families (MEF) - Question identifier:MEF_R01

A separate questionnaire will be used for each family. We will start with your family. Some questions will be repeated to account for each family member.

Usual Roster (USU) - Question identifier:USU_Q01

Beginning with yourself, what are the names of all your family members who usually live here.

Long Answer Length = 50

Usual Roster (USU) - Question identifier:USU_Q01A

Beginning with yourself, what are the names of all your family members who usually live here.

Family members usually living or staying at this address.

First name

Long Answer Length = 80

Usual Roster (USU) - Question identifier:USU_Q01C

Beginning with yourself, what are the names of all your family members who usually live here.

Family members usually living or staying at this address.

Last name

Long Answer Length = 80

Usual Roster (USU) - Question identifier:USU_Q01D

Beginning with yourself, what are the names of all your family members who usually live here.

Family members usually living or staying at this address.

Age

Min = 0; Max = 120

Date of birth (AGE) - Question identifier:AGE_Q01A

What is this person's date of birth?

Year

Long Answer Length = 4

Date of birth (AGE) - Question identifier:AGE_Q01B

What is this person's date of birth?

Month

Long Answer Length = 10

Date of birth (AGE) - Question identifier:AGE_Q01C

What is this person's date of birth?

Day

Long Answer Length = 2

Demographic questions (HHC) - Question identifier:HHC_Q05

What is the relationship of the following (person/people) to you?

• 01: Your husband or wife
• 02: Your common-law partner
• 03: Your father or mother
• 04: Your son or daughter (birth, adopted or step)
• 05: Your brother or sister
• 06: Your foster father or mother
• 07: Your foster son or daughter
• 08: Your grandfather or grandmother
• 09: Your grandson or granddaughter
• 10: Your in-law
• 11: Other related
• 12: Unrelated

Gender (GDR) - Question identifier:GDR_R05

The following questions are about sex at birth and gender.

Gender (GDR) - Question identifier:GDR_Q05

What was this person's sex at birth?

• 1: Male
• 2: Female

Gender (GDR) - Question identifier:GDR_Q10

What is this person's gender?

Is it...?

• 1: Male
• 2: Female
• 3: Or please specify

Gender (GDR) - Question identifier:GDR_R15

Please verify that all of the information is correct.

Sex assigned at birth: [Male/Female]
Gender: [Male/Female/^GDR_S10/Information not provided]

Marital Status (MS) - Question identifier:MS_Q01

What is this person's marital status?

• 1: Married (For Quebec residents only, select the "Married" category if your marital status is "civil union".)
• 2: Living common law (Common law refers to two people who live together as a couple but who are not married, regardless of the duration of the relationship.)
• 3: Never married and not living common law
• 4: Separated and not living common law
• 5: Divorced and not living common law
• 6: Widowed and not living common law

Language (LAN) - Question identifier:LAN_R01

The next few questions are about languages.

Language (LAN) - Question identifier:LAN_Q01

Can you speak English or French well enough to conduct a conversation?

• 1: English only
• 2: French only
• 3: Both English and French
• 4: Neither English nor French

Language (LAN) - Question identifier:LAN_Q02

What language do you speak most often at home?

• 1: English
• 2: French
• 3: Other

Language (LAN) - Question identifier:LAN_Q03

Do you speak any other languages on a regular basis at home?

• 1: No
• 2: Yes, English
• 3: Yes, French
• 4: Yes, other

Language (LAN) - Question identifier:LAN_Q04

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

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

Place of birth, immigration and citizenship (IM) - Question identifier:IM_Q01A

Where were you born?

• 1: Born in Canada
• 2: Born outside Canada

Place of birth, immigration and citizenship (IM) - Question identifier:IM_Q01A_1

Specify the province or territory

• 10: Newfoundland and Labrador
• 11: Prince Edward Island
• 12: Nova Scotia
• 13: New Brunswick
• 24: Quebec
• 35: Ontario
• 46: Manitoba
• 47: Saskatchewan
• 48: Alberta
• 59: British Columbia
• 60: Yukon
• 61: Northwest Territories
• 62: Nunavut

Place of birth, immigration and citizenship (IM) - Question identifier:IM_Q01A_2

Select the country

• 1: Select country
• 2: Other

Place of birth, immigration and citizenship (IM) - Question identifier:IM_Q02

In what year did you first come to Canada to live?

Year of arrival

Min = 1920; Max = 2025

Place of birth, immigration and citizenship (IM) - Question identifier:IM_Q03

Are you now, or have you ever been a landed immigrant?

• 1: Yes
• 2: No

Place of birth, immigration and citizenship (IM) - Question identifier:IM_Q04

In what year did this person first become a landed immigrant?

Year of immigration

Min = 1920; Max = 2025

Place of birth, immigration and citizenship (IM) - Question identifier:IM_Q05A

Of what country are you a citizen?

Are you a citizen of:

• 1: Canada

Place of birth, immigration and citizenship (IM) - Question identifier:IM_Q05A_1

Is it:

• 1: By birth
• 2: By naturalization (The process by which an immigrant is granted citizenship of Canada, under the Citizenship Act.)

Place of birth, immigration and citizenship (IM) - Question identifier:IM_Q05B

Another country

• 1: Another country

Place of birth, immigration and citizenship (IM) - Question identifier:IM_Q05B_2

Select the country

• 1: Select country
• 2: Other

Indigenous Identity (ABM) - Question identifier:ABM_Q01

Are you First Nations, Métis or Inuk (Inuit)?

• 1: No, not First Nations, Métis or Inuk (Inuit)
• 2: Yes, First Nation (North American Indian)
• 3: Yes, Métis
• 4: Yes, Inuk (Inuit)

Sociodemographic characteristics (PG) - Question identifier:PG_Q05

The following question collects information in accordance with the Employment Equity Act and its Regulations and Guidelines to support programs that promote equal opportunity for everyone to share in the social, cultural, and economic life of Canada.

Are you:

• 01: White
• 02: South Asian (e.g., East Indian, Pakistani, Sri Lankan)
• 03: Chinese
• 04: Black
• 05: Filipino
• 06: Arab
• 07: Latin American
• 08: Southeast Asian (e.g., Vietnamese, Cambodian, Laotian, Thai)
• 09: West Asian (e.g., Iranian, Afghan)
• 10: Korean
• 11: Japanese
• 12: Other

Education (ED) - Question identifier:ED_Q05

What is the highest certificate, diploma or degree that you have completed?

• 1: Less than high school diploma or its equivalent
• 2: High school diploma or a high school equivalency certificate
• 3: Trade certificate or diploma
• 4: College, CEGEP or other non-university certificate or diploma (other than trades certificates or diplomas)
• 5: University certificate or diploma below the bachelor's level
• 6: Bachelor's degree (e.g., B.A., B.A.(Hons), B.Sc., B.Ed., LL.B.)
• 7: University certificate, diploma or degree above the bachelor's level

Main activity (MA) - Question identifier:MA_Q02

At the beginning of 2025, what was your main activity?

Was it:

• 01: Working at a job or business or self employed
• 02: Looking for work
• 03: Going to school
• 04: Caring for children
• 05: Household work
• 06: Retired
• 07: Maternity/paternity or parental leave
• 08: Long term illness
• 09: Volunteering or care-giving other than for children
• 10: Other - Specify

Labour market activities (LMAM) - Question identifier:LMAM_Q01

Are you currently working at a job or business? (regardless of the number of hours)

• 1: Yes
• 2: No

Labour market activities (LMAM) - Question identifier:LMAM_Q02

Do you have a job or business from which you were absent?

• 1: Yes
• 2: No

Labour market activities (LMAM) - Question identifier:LMAM_Q03

What is the main reason you were absent from work?

• 01: Vacation
• 02: Own illness or disability
• 03: Caring for own children
• 04: Caring for elder relative (60 years of age or older)
• 05: Maternity or parental leave
• 06: Other personal or family responsibilities
• 07: Labour dispute (strike or lockout) (Employees only)
• 08: Temporary layoff due to business conditions (Employees only)
• 09: Seasonal layoff (Employees only)
• 10: Casual job, no work available (Employees only)
• 11: Work schedule (10 days on, 10 days off, employees only)
• 12: Self-employed, no work available (Self-employed only)
• 13: Seasonal business (Excluding employees))
• 14: Other

Labour market activities (LMAM) - Question identifier:LMAM_Q05

Have you ever worked at a job or business?

• 1: Yes
• 2: No

Class of worker (LMA3) - Question identifier:LMA3_R01

Now a few questions on employment for your and your family's current main job.

The main job is the one for which someone currently works the greatest number of hours per week. If two jobs have equal hours, select the job with the highest pay.

Class of worker (LMA3) - Question identifier:LMA3_Q01

Are you an employee or self-employed?

• 1: Employee
• 2: Self-employed
• 3: Working in a family business without pay

Class of worker (LMA3) - Question identifier:LMA3_Q05

Is your business or farm incorporated?

• 1: Yes
• 2: No

Industry (LMA4) - Question identifier:LMA4_Q01

What was the full name of your business?

Specify the full name of your business

Long Answer Length = 80

Industry (LMA4) - Question identifier:LMA4_Q02

For whom did you work?

Specify who you worked for

Long Answer Length = 80

Industry (LMA4) - Question identifier:LMA4_Q03

What kind of business, industry or service is this?

Specify the kind of business, industry or service

Long Answer Length = 80

Occupation (LMA5) - Question identifier:LMA5_Q01

What kind of work are you doing?

Specify the kind of work you were doing

Long Answer Length = 80

Occupation (LMA5) - Question identifier:LMA5_Q02

What were your most important activities or duties?

Specify your most important activities or duties

Long Answer Length = 80

Occupation (LMA5) - Question identifier:LMA5_Q05

Do you usually work 30 hours or more per week at this job?

• 1: Yes
• 2: No

Occupation (LMA5) - Question identifier:LMA5_Q10A

When did you [start working for this employer/start the business or farm], ignoring any temporary breaks?

[LMA4_Q02 response]

Month

Long Answer Length = 10

Occupation (LMA5) - Question identifier:LMA5_Q10B

When did you [start working for this employer/start the business or farm], ignoring any temporary breaks?

[LMA4_Q02 response]

Year

Long Answer Length = 4

Occupation (LMA5) - Question identifier:LMA5_Q15

Are you a union member at this job?

• 1: Yes
• 2: No

Occupation (LMA5) - Question identifier:LMA5_Q20

Are you covered by a union contract or collective agreement?

• 1: Yes
• 2: No

Occupation (LMA5) - Question identifier:LMA5_Q25

In this job, do you participate in a group RRSP?

• 1: Yes
• 2: No

Occupation (LMA5) - Question identifier:LMA5_Q30

In this job, do you participate in a Deferred Profit Sharing Plan (DPSP)?

• 1: Yes
• 2: No

Occupation (LMA5) - Question identifier:LMA5_Q35

In this job, do you participate in an employer or union sponsored pension plan, other than the Canada or Québec Pension Plan?

• 1: Yes
• 2: No

Occupation (LMA5) - Question identifier:LMA5_R40

The following questions are about your pension plan at work. This information will be combined with information from the Pension Plans in Canada Survey. The information we obtain will be used for statistical purposes only, and will be kept confidential.

Having your most recent T4 slip ready will help answer the next few questions.

Occupation (LMA5) - Question identifier:LMA5_Q40

What is the name of your employer pension plan?

Name of your employer pension plan

Long Answer Length = 80

Occupation (LMA5) - Question identifier:LMA5_Q45

What is the registration number of this plan?

Registration number of this plan

Long Answer Length = 80

Occupation (LMA5) - Question identifier:LMA5_Q50

How much did you contribute to this plan in 2024?

Rounded to the nearest CAN$

Long Answer Length = 7

Occupation (LMA5) - Question identifier:LMA5_Q55

What was your pension adjustment in 2024?

Rounded to the nearest CAN$

Long Answer Length = 7

Occupation (LMA5) - Question identifier:LMA5_Q60A

For how many years and months have you been a member of this plan?

Number of years

Long Answer Length = 4

Occupation (LMA5) - Question identifier:LMA5_Q60B

For how many years and months have you been a member of this plan?

Number of months

Long Answer Length = 10

Labour force participation in 2024 (FF) - Question identifier:FF_Q01

In 2024, did you work for pay?

• 1: Yes - mostly full-time
• 2: Yes - mostly part-time
• 3: No

Labour force participation in 2024 (FF) - Question identifier:FF_Q02

How many weeks did you work in 2024?

Specify how many weeks you worked in 2024

Min = 1; Max = 52

Total Personal Income (TPI) - Question identifier:TPI_R01

Now a question about personal income.

Total Personal Income (TPI) - Question identifier:TPI_Q01

What is your best estimate of your total personal income, before taxes and deductions, from all sources during the year ending December 31, 2024?

Rounded to the nearest CAN$

Min = -99999999; Max = 99999999

Total Personal Income (TPI) - Question identifier:TPI_Q02A

Can you estimate in which of the following groups your personal income falls during the year ending December 31, 2024?

• 1: Less than $30,000, including income loss
• 2: $30,000 and more

Total Personal Income (TPI) - Question identifier:TPI_Q02B

Can you estimate in which of the following groups your personal income falls during the year ending December 31, 2024?

• 1: Less than $5,000
• 2: $5,000 and less than $10,000
• 3: $10,000 and less than $15,000
• 4: $15,000 and less than $20,000
• 5: $20,000 and less than $25,000
• 6: $25,000 and less than $30,000

Total Personal Income (TPI) - Question identifier:TPI_Q02C

Can you estimate in which of the following groups your personal income falls during the year ending December 31, 2024?

• 01: $30,000 and less than $40,000
• 02: $40,000 and less than $50,000
• 03: $50,000 and less than $60,000
• 04: $60,000 and less than $70,000
• 05: $70,000 and less than $80,000
• 06: $80,000 and less than $90,000
• 07: $90,000 and less than $100,000
• 08: $100,000 and over

Previous employer pension plans (HH) - Question identifier:HH_R02

Now a few questions about participation in previous employer pension plans in Canada.

Previous employer pension plans (HH) - Question identifier:HH_Q02

Have you previously participated in any employer pension plans that have not yet been mentioned?

• 1: Yes
• 2: No

Previous employer pension plans (HH) - Question identifier:HH_Q03

How many employer pension plans did you previously belong to?

Number of plans

Min = 1; Max = 20

Previous employer pension plans (HH) - Question identifier:HH_R04

The next questions refer to the plan to which you belonged the longest.

Previous employer pension plans (HH) - Question identifier:HH_Q04

Are you currently receiving benefits from this plan? That is, are you receiving payments (income) from this plan?

• 1: Yes
• 2: No

Previous employer pension plans (HH) - Question identifier:HH_Q05

When you left this plan, what happened to the funds that had accumulated in it?

• 1: Left in the plan
• 2: Transferred to a new employer pension plan
• 3: Transferred to an RRSP (including LIRA)
• 4: Returned to you in a lump sum
• 5: Other

Previous employer pension plans (HH) - Question identifier:HH_Q07

For whom did you work when you belonged to this plan?

Name of business, government department, agency, person, etc.

Long Answer Length = 80

Previous employer pension plans (HH) - Question identifier:HH_Q08

What kind of business, industry or service was this?

Long Answer Length = 80

Previous employer pension plans (HH) - Question identifier:HH_Q09

In what year did you stop working for this employer?

Year

Min = 1940; Max = 2025

Previous employer pension plans (HH) - Question identifier:HH_Q10

In the last full year that you worked for this employer, what were your total earnings, before taxes or other deductions?

Total earnings $CAN

Min = 0; Max = 9999999

Previous employer pension plans (HH) - Question identifier:HH_Q11Y

For how many years and months were you a member of that employer pension plan?

Enter the number of years

Min = 0; Max = 35

Previous employer pension plans (HH) - Question identifier:HH_Q11M

For how many years and months were you a member of that employer pension plan?

Enter the number of months

Min = 0; Max = 11

Pension plan benefits - in pay (IP) - Question identifier:IP_R02

The next part of this survey is about employer pension plan benefits (the payments or income received from an employer pension plan).

Pension plan benefits - in pay (IP) - Question identifier:IP_Q02

Are you currently receiving benefits from an employer pension plan?

• 1: Yes
• 2: No

Pension plan benefits - in pay (IP) - Question identifier:IP_Q03

Are you receiving benefits from more than one employer pension plan?

• 1: Yes
• 2: No

Pension plan benefits - in pay (IP) - Question identifier:IP_R04

The following questions are about the largest pension you are receiving.

Pension plan benefits - in pay (IP) - Question identifier:IP_Q04

Is this a pension benefit from a previous employer or is it a spousal or survivor benefit?

• 1: Previous employer
• 2: Spousal or survivor

Pension plan benefits - in pay (IP) - Question identifier:IP_Q05

Is any portion of this benefit an orphan's pension?

• 1: Yes
• 2: No

Pension plan benefits - in pay (IP) - Question identifier:IP_Q07

Does this plan offer a temporary supplement paid until the person becomes eligible for Old Age Security or the Canada Pension Plan (CPP) / Québec Pension Plan (QPP)?

• 1: Yes
• 2: No

Pension plan benefits - in pay (IP) - Question identifier:IP_Q08A

What is the total monthly amount of this pension benefit?

Total monthly amount $CAN

Min = 0; Max = 99999

Pension plan benefits - in pay (IP) - Question identifier:IP_Q08B

Is that total monthly pension benefit amount gross or net?

• 1: Gross (Total amount before taxes)
• 2: Net (Take-home amount after taxes are deducted)

Pension plan benefits - in pay (IP) - Question identifier:IP_Q09

Is this pension indexed? In other words, does or will the amount of the pension increase?

• 1: Yes
• 2: No

Pension plan benefits - in pay (IP) - Question identifier:IP_Q10

How often does the pension amount increase?

• 1: Every year
• 2: Less often than every year
• 3: Have not yet had an increase
• 4: Other

Pension plan benefits - in pay (IP) - Question identifier:IP_Q11

By what amount does the pension benefit increase?

• 1: Equal to the increase in inflation
• 2: Equal to only part of the increase in inflation
• 3: A set percentage
• 4: At the employer's discretion
• 5: Other

Retirement (JJ) - Question identifier:JJ_R02

The next few questions are about retirement.

Retirement (JJ) - Question identifier:JJ_Q02

Have you ever retired?

• 1: Yes
• 2: No

Retirement (JJ) - Question identifier:JJ_Q03

At what age did you retire for the first time, if more than once?

Min = 18; Max = 95

Behaviours and Attitudes (KK) - Question identifier:KK_R01A

The remaining part of the survey concerns you and your family members living with you. For the purpose of this survey, the family includes the following persons 15 years and older.

Behaviours and Attitudes (KK) - Question identifier:KK_R01B

Now, a few questions about the way you manage your finances.

Behaviours and Attitudes (KK) - Question identifier:KK_Q01

Do you or anyone in your family have credit cards?

• 1: Yes
• 2: No

Behaviours and Attitudes (KK) - Question identifier:KK_Q02

In total, how many credit cards with different account numbers do you and your family own?

Number of credit cards

Min = 1; Max = 99

Behaviours and Attitudes (KK) - Question identifier:KK_Q03

What is the total credit limit on all credit cards that you and your family own?

Total credit limit on all cards CAN$

Min = 0; Max = 99999995

Behaviours and Attitudes (KK) - Question identifier:KK_Q04A

Over the last 12 months, on your and your family's credit cards, what best represents how most of the payments were made?

• 1: Less than the minimum amount?
• 2: The minimum amount?
• 3: More than the minimum amount but less than the full amount?
• 4: The full amount?
• 5: The credit cards were not used.

Behaviours and Attitudes (KK) - Question identifier:KK_Q05

Is this because you and your family have been refused this type of credit?

• 1: Yes
• 2: No

Behaviours and Attitudes (KK) - Question identifier:KK_Q06

Do you or anyone in your family have any lines of credit?

• 1: Yes
• 2: No

Behaviours and Attitudes (KK) - Question identifier:KK_Q06A

What is the total credit limit on all lines of credit that you and your family own?

Total credit limit on all lines of credit CAN$

Min = 0; Max = 99999995

Behaviours and Attitudes (KK) - Question identifier:KK_Q06B

Over the last 12 months, on your and your family's lines of credit, what were your usual payments?

• 1: Less than the minimum amount?
• 2: The minimum amount?
• 3: More than the minimum amount but less than the full amount?
• 4: The full amount?
• 5: The lines of credit were not used.

Behaviours and Attitudes (KK) - Question identifier:KK_Q07

In the last 12 months, have you [and your family] skipped or delayed a non-mortgage debt payment?

• 1: Yes
• 2: No

Behaviours and Attitudes (KK) - Question identifier:KK_Q07B

Was it due to financial difficulties?

• 1: Yes
• 2: No

Behaviours and Attitudes (KK) - Question identifier:KK_Q08

In the past 3 years, have you or anyone in your family borrowed money through a payday loan?

• 1: Yes
• 2: No

Behaviours and Attitudes (KK) - Question identifier:KK_Q10

Have you or anyone in your family ever declared bankruptcy or made a formal proposal or informal financial arrangements to creditors?

• 1: Yes
• 2: No

Behaviours and Attitudes (KK) - Question identifier:KK_Q12

Have you or anyone in your family ever had money in Registered Retirement Savings Plans (RRSPs)?

• 1: Yes
• 2: No

Behaviours and Attitudes (KK) - Question identifier:KK_Q13A

Have you or anyone in your family ever withdrawn money from an RRSP to purchase an annuity or to transfer to a Registered Retirement Income Fund (RRIF)?

• 1: Yes
• 2: No

Behaviours and Attitudes (KK) - Question identifier:KK_Q13B

Have you or anyone in your family ever withdrawn money from an RRSP through the Home Buyers' Plan?

• 1: Yes
• 2: No

Behaviours and Attitudes (KK) - Question identifier:KK_Q13C

Have you or anyone in your family ever withdrawn money from an RRSP through the Lifelong Learning Plan?

• 1: Yes
• 2: No

Behaviours and Attitudes (KK) - Question identifier:KK_Q13D

Have you or anyone in your family ever withdrawn money from an RRSP for any other reason?

• 1: Yes
• 2: No

Behaviours and Attitudes (KK) - Question identifier:KK_Q18

In the next two years do you think your and your family's total income will increase, decrease or stay about the same?

• 1: Increase
• 2: Decrease
• 3: Stay about the same

Principal residence (LL) - Question identifier:LL_R01A

The following questions are about your principal residence, that is, the property where you usually live.

Principal residence (LL) - Question identifier:LL_Q01

Is this property part of a condominium development?

• 1: Yes
• 2: No

Principal residence (LL) - Question identifier:LL_Q04

Is this property owned by you and your family or do you and your family pay rent?

• 1: Owned (even if it is still being paid for)
• 2: Rented
• 3: Occupy rent free

Principal residence (LL) - Question identifier:LL_Q07

Do you share ownership of this property with anyone other than family members that live at this address?

• 1: Yes
• 2: No

Principal residence (LL) - Question identifier:LL_Q07B

What percentage do you and your family own?

Min = 0; Max = 999

Principal residence (LL) - Question identifier:LL_Q08

In what year did you and your family purchase this property?

Min = 0; Max = 9999

Principal residence (LL) - Question identifier:LL_Q10

Was this property part of an inheritance or a gift?

• 1: Yes
• 2: No

Principal residence (LL) - Question identifier:LL_Q16

What was the purchase price?

Min = 0; Max = 99999999

Principal residence (LL) - Question identifier:LL_Q19A

What was your and your family's down payment?
Amount CAN$

Min = 0; Max = 99999999

Principal residence (LL) - Question identifier:LL_Q19B

What was your and your family's down payment?
Percentage

Min = 0; Max = 999

Principal residence (LL) - Question identifier:LL_Q22

How were the funds or the down payment to purchase your property obtained?

• 01: Money in bank account
• 02: Money from sale of previous home
• 03: Registered Retirement Savings Plans (RRSP) withdrawal, for instance via the Home Buyers' Plan (HBP)
• 04: Tax Free Saving Accounts (TFSA) withdrawal
• 05: Money from the sale of other assets or investments
• 06: Borrowed from friends or family
• 07: Borrowed from financial institutions
• 08: Gift
• 09: Inheritance
• 10: Other

Principal residence (LL) - Question identifier:LL_Q22B_A

How much of your and your family's down payment was borrowed? Was this an amount or a percentage?
Amount CAN$

Min = 0; Max = 99999999

Principal residence (LL) - Question identifier:LL_Q22B_B

How much of your and your family's down payment was borrowed? Was this an amount or a percentage?
Percentage

Min = 0; Max = 999

Principal residence (LL) - Question identifier:LL_Q25

How much would this property sell for today?

Min = 0; Max = 99999999

Principal residence (LL) - Question identifier:LL_Q28

Do you and your family have a mortgage on this property?

• 1: Yes
• 2: No

Principal residence (LL) - Question identifier:LL_Q31

Do you and your family also have a second mortgage on this property?

• 1: Yes
• 2: No

Principal residence (LL) - Question identifier:LL_R31

Questions about your second mortgage will be asked later. For now, the following questions are only for your first mortgage.

Principal residence (LL) - Question identifier:LL_Q34

Is the interest rate on your and your family's mortgage fixed, variable, or a combination of both?

• 1: Fixed
• 2: Variable
• 3: Combination (hybrid)

Principal residence (LL) - Question identifier:LL_Q34B

Is your mortgage in an open or closed term?

• 1: Open
• 2: Closed

Principal residence (LL) - Question identifier:LL_Q37

What is the interest rate on your and your family's mortgage? That is, the interest rate for the current term of your mortgage.

Min = 0; Max = 999.99

Principal residence (LL) - Question identifier:LL_Q38

What is the current length of your and your family's mortgage term?

• 01: 3 months
• 02: 6 months
• 03: 1 year
• 04: 2 years
• 05: 3 years
• 06: 4 years
• 07: 5 years
• 08: 7 years
• 09: 10 years
• 10: Other - Specify

Principal residence (LL) - Question identifier:LL_Q40Y

In which year is your and your family's mortgage up for renewal? That is, in which year does the current term for your mortgage end?

Min = 0; Max = 9999

Principal residence (LL) - Question identifier:LL_Q44

What was the original amortization period for the mortgage, that is, the total number of years over which you and your family agreed to pay off the mortgage in full when the mortgage was first obtained?

Min = 1; Max = 35

Principal residence (LL) - Question identifier:LL_Q49

How much is now owed on your and your family's mortgage on this property?.

Min = 0; Max = 99999999

Principal residence (LL) - Question identifier:LL_Q52B

How frequently are the mortgage payments made?

• 1: Monthly
• 2: Every two weeks (26 annual payments)
• 3: Weekly
• 4: Twice a month (24 annual payments)
• 5: Other

Principal residence (LL) - Question identifier:LL_Q52C

What is the amount of the payment, excluding property taxes?

Min = 0; Max = 99999999

Principal residence (LL) - Question identifier:LL_Q53

How many years remain until the mortgage is paid in full according to the amortization schedule in your and your family's mortgage contract?

Min = 1; Max = 35

Principal residence (LL) - Question identifier:LL_Q55

Is this mortgage being paid off faster than is required by your and your family's original amortization period? This may be due to larger or more frequent payments or periodic lump sum payments.

• 1: Yes
• 2: No

Principal residence (LL) - Question identifier:LL_Q55B

What was the total amount of all additional mortgage payments that you made over the past 12 months?

Min = 0; Max = 99999999

Principal residence (LL) - Question identifier:LL_Q58

In the last 12 months, have you and your family skipped or delayed a mortgage payment on this property?

• 1: Yes
• 2: No

Principal residence (LL) - Question identifier:LL_Q58B

Was it due to financial difficulties?

• 1: Yes
• 2: No

Principal residence (LL) - Question identifier:LL_Q61

In the last 12 months, was this mortgage refinanced for a purpose unrelated to the purchase of your and your family's property?

• 1: Yes
• 2: No

Principal residence (LL) - Question identifier:LL_Q61B

More specifically, what was the purpose of refinancing the mortgage?

• 1: Renovate or make an addition to your property
• 2: To consolidate borrowings
• 3: To purchase a vehicle
• 4: Buy an additional property
• 5: Invest in financial market
• 6: Invest in a business
• 7: Other - Specify

Principal residence (LL) - Question identifier:LL_Q61C

How much additional money was borrowed at the time of refinancing?

Min = 0; Max = 99999999

Principal residence (LL) - Question identifier:LL_R64

You mentioned previously having a second mortgage on this property. The next few questions are about this second mortgage.

Principal residence (LL) - Question identifier:LL_Q64

How much is now owed on this second mortgage?

Min = 0; Max = 99999999

Principal residence (LL) - Question identifier:LL_Q67

In what year was the second mortgage taken out?

Min = 0; Max = 9999

Principal residence (LL) - Question identifier:LL_Q70

What was the purpose of the second mortgage?

• 01: Renovate or make an addition to your property
• 02: Part of the purchase of this property
• 03: To consolidate borrowings
• 04: To purchase a vehicle
• 05: Buy an additional property
• 06: Invest in financial market
• 07: Invest in a business
• 08: Other

Principal residence (LL) - Question identifier:LL_Q73

Do you and your family have a reverse mortgage on this property?

• 1: Yes
• 2: No

Principal residence (LL) - Question identifier:LL_Q76

In what year did you and your family receive the reverse mortgage?

Min = 0; Max = 9999

Principal residence (LL) - Question identifier:LL_Q79

What is the total amount received from the reverse mortgage?

Min = 0; Max = 99999999

Principal residence (LL) - Question identifier:LL_Q79A

Did you receive a single lump sum amount or have you received multiple payments?

• 1: Single lump sum amount received
• 2: Multiple payments received

Principal residence (LL) - Question identifier:LL_Q82

On your 2024 tax return, did you and your family deduct a percentage of the expenses of this property because it is used for business purposes?

• 1: Yes
• 2: No

Principal residence (LL) - Question identifier:LL_Q82B

What percentage?

Min = 0; Max = 999

Principal residence (LL) - Question identifier:LL_Q85

Is any part of this property rented out?

• 1: Yes
• 2: No

Principal residence (LL) - Question identifier:LL_Q85B

What percentage?

Min = 0; Max = 999

Principal residence (LL) - Question identifier:LL_Q88

Does this property include a farm?

• 1: Yes
• 2: No

Principal residence (LL) - Question identifier:LL_Q91

How much would the farmhouse and yard sell for today, excluding the rest of the farm?

Min = 0; Max = 99999999

Other real estate / property (MMB) - Question identifier:MMB_R01

The following questions deal with real estate and property other than your principal residence. Please exclude any amounts reported in the 'principal residence' section.

Other real estate / property (MMB) - Question identifier:MMB_Q01

Other than your principal residence, do you or anyone in your family have any real estate or property such as a vacant lot, cottage, timeshare, rental or commercial property, etc. in Canada?

• 1: Yes
• 2: No

Other real estate / property (MMB) - Question identifier:MMB_Q02

How many properties do you own?

Min = 1; Max = 20

Other real estate / property (MMB) - Question identifier:MMB_Q03

Other than your principal residence, do you or anyone in your family have any real estate or property such as a vacant lot, cottage, timeshare, rental or commercial property, etc. outside Canada?

• 1: Yes
• 2: No

Other real estate / property (MMB) - Question identifier:MMB_Q04

How many properties do you own?

Min = 1; Max = 20

Other real estate and properties in Canada (MM3) - Question identifier:MM3_R01

Please start with the real estate or property with the highest market value.

Other real estate and properties in Canada (MM3) - Question identifier:MM3_Q01

What kind of real estate or property is it?

• 01: Vacant lot
• 02: Cottage
• 03: Vacation or second home
• 04: Timeshare
• 05: Rental property (residential)
• 06: Commercial property
• 07: Wooded lot or farmland
• 08: Other

Other real estate and properties in Canada (MM3) - Question identifier:MM3_Q01B

What percentage do you and your family own?

Min = 0; Max = 999

Other real estate and properties in Canada (MM3) - Question identifier:MM3_Q02

How much could it be sold for?

Min = 0; Max = 99999999

Other real estate and properties in Canada (MM3) - Question identifier:MM3_Q04

Do you and your family still owe amounts on this real estate or property?

• 1: Yes
• 2: No

Other real estate and properties in Canada (MM3) - Question identifier:MM3_Q05

How much do you owe on this real estate or property?

Min = 0; Max = 99999999

Other real estate and properties outside Canada (MM6) - Question identifier:MM6_R01

Please start with the real estate or property with the highest market value.

Other real estate and properties outside Canada (MM6) - Question identifier:MM6_Q01

What kind of real estate or property is it?

• 01: Vacant lot
• 02: Cottage
• 03: Vacation or second home
• 04: Timeshare
• 05: Rental property (residential)
• 06: Commercial property
• 07: Wooded lot or farmland
• 08: Other

Other real estate and properties outside Canada (MM6) - Question identifier:MM6_Q01B

What percentage do you and your family own?

Min = 0; Max = 999

Other real estate and properties outside Canada (MM6) - Question identifier:MM6_Q02

How much [could it be sold for?

Min = 0; Max = 99999999

Other real estate and properties outside Canada (MM6) - Question identifier:MM6_Q04

Do you and your family still owe amounts on this real estate or property?

• 1: Yes
• 2: No

Other real estate and properties outside Canada (MM6) - Question identifier:MM6_Q05

How much do you owe onthis real estate or property?

Min = 0; Max = 99999999

Cars and other vehicles (NB) - Question identifier:NB_R01

The following questions are about cars, trucks and other vehicles.

Cars and other vehicles (NB) - Question identifier:NB_Q01

Do you or anyone in your family own any cars, trucks, vans or sport utility vehicles?

• 1: Yes
• 2: No

Cars and other vehicles (NB) - Question identifier:NB_Q02

How many do you own?

Min = 1; Max = 20

Cars and other vehicles (NB) - Question identifier:NB_Q04

Do you or anyone in your family own any other vehicles, such as motorhomes, RVs, trailers, motorcycles, boats (including sailboats, or jetskis), snowmobiles, ATVs, aircrafts, etc.?

• 1: Yes
• 2: No

Cars and other vehicles (NB) - Question identifier:NB_Q05

How many do you own?

Min = 1; Max = 20

Cars (NN) - Question identifier:NN_R01

Please start with the vehicle with the highest market value.

Cars (NN) - Question identifier:NN_Q05

How much could it be sold for?

Min = 0; Max = 9999999

Cars (NN) - Question identifier:NN_Q06

Do you and your family still owe amounts on the loan for this vehicle

• 1: Yes
• 2: No

Cars (NN) - Question identifier:NN_Q07

How much is owed on this vehicle?

Min = 0; Max = 9999999

Other vehicles (ON) - Question identifier:ON_R01

Please start with the vehicle with the highest market value.

Other vehicles (ON) - Question identifier:ON_Q01

What kind of vehicle is this?

• 01: Motorhome
• 02: Trailer
• 03: Motorcycle
• 04: Boat
• 05: ATV
• 06: Snowmobile
• 07: Tractor
• 08: Other - Specify

Other vehicles (ON) - Question identifier:ON_Q02

How much could it be sold for?

Min = 0; Max = 9999999

Other vehicles (ON) - Question identifier:ON_Q04

Do you and your family still owe amounts on the loan for this vehicle?

• 1: Yes
• 2: No

Other vehicles (ON) - Question identifier:ON_Q05

How much is owed on this vehicle?

Min = 0; Max = 9999999

Financial assets (OO) - Question identifier:OO_R01

The following questions are about financial assets.
Please report the total amount or value held in the account.
Exclude any assets associated with any business you own. This will be asked later in the survey.
Estimate the value in Canadian dollars when an investment or an item is in another country.

Financial assets (OO) - Question identifier:OO_Q01

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

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q01_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q02

Do you or anyone in your family have any LIRAs (Locked-in Retirement Accounts)?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q02_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q03

Do youor anyone in your family have any RRIFs (Registered Retirement Income Funds)?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q03_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q04

Do you or anyone in your family have any Life Income Funds (LIFs) or Locked-in Retirement Income Funds (LRIFs)?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q04_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q05

Do you or anyone in your family have any TFSAs (Tax-Free Savings Accounts)?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q05_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q05A

Do you or anyone in your family have a FHSA (First Home Savings Account)?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q05A_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q06

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

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q06_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q07

Do you or anyone in your family have any Deferred Profit Sharing Plans (DPSPs)?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q07_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_R08

In the next questions, as a reminder, please do not include amounts previously reported. Do not include financial assets held within registered accounts (such as within an RRSP or TFSA).

Financial assets (OO) - Question identifier:OO_Q08

Do you or anyone in your family have any chequing or savings accounts?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q08_1

What is the total amount?

Min = -999999999; Max = 999999999

Financial assets (OO) - Question identifier:OO_Q09A

Do you or anyone in your family have any Term deposits and Guaranteed Investment Certificates (GICs)?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q09A_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q09B

Do you or anyone in your family have any Treasury bills (Provincial, Federal)?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q09B_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q10

Do you or anyone in your family have any Savings bonds (Canada Savings Bonds, Provincial and Municipal Savings Bonds)?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q10_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q11

Do you or anyone in your family have any other mutual funds or other investment funds?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q11_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q12

Do you or anyone in your family have any Income Trusts?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q12_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q13

Do you have any publicly-traded Canadian and foreign stocks?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q13_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q13_A

What percentage is in foreign stocks?

Min = 0; Max = 999

Financial assets (OO) - Question identifier:OO_Q14

Do you or anyone in your family have any Canadian and foreign bonds or debentures?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q14_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q15

Excluding money lent to people from other households to purchase a property, do you or anyone in your family have any money owed to you?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q15_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q16

Do you or anyone in your family have any money invested in privately-held companies (not publicly-traded stocks)?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q16_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q16A

Do you or anyone in your family have an ALDA (Advanced Life Deferred Annuity)?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q16A_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q17

Do you or anyone in your family have any other Annuities?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q17_1

What was the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q18

Do you or anyone in your family have any amount in foreign pension plans?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q18_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q18A

Do you or anyone in your family have any crypto-assets (e.g., Cryptocurrencies such as Bitcoin, utility tokens, security tokens, NFTs, etc.)?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q18A_1

What is the total amount?

Min = 0; Max = 99999999

Financial assets (OO) - Question identifier:OO_Q19

Do you or anyone in your family have any other investments or financial assets?

• 1: Yes
• 2: No

Financial assets (OO) - Question identifier:OO_Q19_1

What is the total amount?

Min = 0; Max = 99999999

Other assets (PP) - Question identifier:PP_Q01

Do you or anyone in your family have any collectibles and valuables?

• 1: Yes
• 2: No

Other assets (PP) - Question identifier:PP_Q01_1

What is the total current value?

Min = 0; Max = 99999999

Other assets (PP) - Question identifier:PP_Q02

What is the approximate value of the contents of your and your family's principal residence?

• 01: Less than $1,000
• 02: $1,000 - $4,999
• 03: $5,000 - $9,999
• 04: $10,000 - $19,999
• 05: $20,000 - $29,999
• 06: $30,000 - $39,999
• 07: $40,000 - $49,999
• 08: $50,000 - $74,999
• 09: $75,000 - $99,999
• 10: $100,000 - $149,999
• 11: $150,000 - $199,999
• 12: $200,000 - $299,999
• 13: $300,000 - $499,999
• 14: $500,000 - $749,999
• 15: $750,000 - $999,999
• 16: $1,000,000 and over

Other assets (PP) - Question identifier:PP_Q03

Do you or anyone in your family have other assets not already described?

• 1: Yes
• 2: No

Other assets (PP) - Question identifier:PP_Q03_1

What is the total current value?

Min = 0; Max = 99999999

Student Loans (RR) - Question identifier:RR_R01

The following questions are about student loans.

Student Loans (RR) - Question identifier:RR_Q01

Do you or anyone in your family owe any money on student loans?

• 1: Yes
• 2: No

Student Loans (RR) - Question identifier:RR_Q02

How many people in this family have student loans?

Min = 1; Max = 20

Student Loans (RR) - Question identifier:RR_Q04

In total, how much was borrowed?

Min = 0; Max = 999999

Student Loans (RR) - Question identifier:RR_Q05

How much is still owed for all student loans in the family?

Min = 0; Max = 999999

Debts (QQ) - Question identifier:QQ_R01A

The following questions are about your debts.
Please exclude any amounts reported in the vehicle section and debts or loans associated with any business you own.

Debts (QQ) - Question identifier:QQ_Q01

Do you and your family have outstanding balances on the following credit cards: VISA®, MasterCard®, American Express®?

• 1: Yes
• 2: No

Debts (QQ) - Question identifier:QQ_Q01_1

What is the outstanding balance?

Min = 0; Max = 99999999

Debts (QQ) - Question identifier:QQ_Q02

Do you and your family have outstanding balances on other credit cards?

• 1: Yes
• 2: No

Debts (QQ) - Question identifier:QQ_Q02_1

What is the outstanding balance?

Min = 0; Max = 99999999

Debts (QQ) - Question identifier:QQ_Q03

Do you and your family have outstanding balances on deferred payment and instalment plans that have not yet been reported?

• 1: Yes
• 2: No

Debts (QQ) - Question identifier:QQ_Q03_1

What is the outstanding balance?

Min = 0; Max = 99999999

Debts (QQ) - Question identifier:QQ_Q04A

Do you or anyone in your family have an outstanding balance on a home equity line of credit (HELOC)?

• 1: Yes
• 2: No

Debts (QQ) - Question identifier:QQ_Q04A_1

What is the outstanding balance?

Min = 0; Max = 99999999

Debts (QQ) - Question identifier:QQ_Q04T

What was the purpose of the home equity line of credit (HELOC)?

• 1: To renovate or make an addition to your property
• 2: To consolidate borrowings
• 3: To purchase a vehicle
• 4: To buy an additional property
• 5: To invest in financial market
• 6: To invest in a business
• 7: Other

Debts (QQ) - Question identifier:QQ_Q04B

Do you and your family have outstanding balances on other lines of credit?

• 1: Yes
• 2: No

Debts (QQ) - Question identifier:QQ_Q04B_1

What is the outstanding balance?

Min = 0; Max = 99999999

Debts (QQ) - Question identifier:QQ_Q05

Do you and your family have outstanding balances on other loans from financial institutions?

• 1: Yes
• 2: No

Debts (QQ) - Question identifier:QQ_Q05_1

What is the outstanding balance?

Min = 0; Max = 99999999

Debts (QQ) - Question identifier:QQ_Q06

Do you and your family have any other money owed and not already reported?

• 1: Yes
• 2: No

Debts (QQ) - Question identifier:QQ_Q06_1

What is the outstanding balance?

Min = 0; Max = 99999999

Businesses (SB) - Question identifier:SB_Q01A

Do you or anyone in your family own a business?

• 1: Yes
• 2: No

Businesses (SB) - Question identifier:SB_Q01B

How many businesses do you own?

Min = 1; Max = 20

Businesses (SB) - Question identifier:SB_R01

Please begin with the business with the highest market value.

Businesses (SB) - Question identifier:SB_R02

The next questions are about the business with the second highest market value.

Businesses (SB) - Question identifier:SB_R03

The next questions are about the business with the third highest market value.

Businesses - Incorporated and unincorporated (SS) - Question identifier:SS_Q01

What type of business is this?

Long Answer Length = 80

Businesses - Incorporated and unincorporated (SS) - Question identifier:SS_Q01A

Is this business a farm?

• 1: Yes
• 2: No

Businesses - Incorporated and unincorporated (SS) - Question identifier:SS_Q02

Is this business incorporated or unincorporated?

• 1: Incorporated
• 2: Unincorporated

Businesses - Incorporated and unincorporated (SS) - Question identifier:SS_Q03

In which year did you or your family start or buy into this business?

Min = 0; Max = 9999

Businesses - Incorporated and unincorporated (SS) - Question identifier:SS_Q04

What percentage of the business do or your family own?

Min = 0; Max = 999

Businesses - Incorporated and unincorporated (SS) - Question identifier:SS_Q05

The next questions are about the book value, market value and equity of your business, as well as the debts and liabilities.
What is the book value of the assets of the entire business (cost price less depreciation)?

Min = 0; Max = 99999999

Businesses - Incorporated and unincorporated (SS) - Question identifier:SS_Q06

What is the total amount of the debts and liabilities of the entire
business?

Min = 0; Max = 99999999

Businesses - Incorporated and unincorporated (SS) - Question identifier:SS_Q07

What is the market value of this entire business, if this business were sold today?

Min = 0; Max = 99999999

Businesses - Incorporated and unincorporated (SS) - Question identifier:SS_Q08

What is the equity of the entire business, if this business were sold today?

Min = -999999999; Max = 999999999

Businesses - Incorporated and unincorporated (SS) - Question identifier:SS_Q09

Are you or your family currently using any personal assets to secure any debts of this business?

• 1: Yes
• 2: No

Businesses - Incorporated and unincorporated (SS) - Question identifier:SS_Q10A

You reported earlier that the value of the equity in this entire business is $^SS_Q08. Have you included the value of the farmhouse in this amount?

• 1: Yes
• 2: No

Businesses - Incorporated and unincorporated (SS) - Question identifier:SS_Q10B

You reported earlier that the book value of the assets in this entire business is $^SS_Q05. Have you included the value of the farmhouse in this amount?

• 1: Yes
• 2: No

Other factors affecting family financial position (UU) - Question identifier:UU_R01

The last questions are about life insurance policies, inheritance and financial assistance. Life insurance policies provide many families with a form of financial security. Therefore information on these policies helps in assessing the financial situation and vulnerability of Canadian families.

Other factors affecting family financial position (UU) - Question identifier:UU_Q01A

Do you or anyone in your family have any life insurance policies?

• 1: Yes
• 2: No

Other factors affecting family financial position (UU) - Question identifier:UU_Q01B

How many people have life insurance?

Min = 1; Max = 20

Other factors affecting family financial position (UU) - Question identifier:UU_Q02

What is the total face value of all policies, that is, the amount that would be paid out if the insured dies?

Min = 8; Max = 99999999

Other factors affecting family financial position (UU) - Question identifier:UU_Q04

Have you or anyone in your family ever received an inheritance?

• 1: Yes
• 2: No

Other factors affecting family financial position (UU) - Question identifier:UU_R05

The following questions are about inheritances received. If there are more than five, please list only the five largest.

Other factors affecting family financial position (UU) - Question identifier:UU_Q05_1Y

For the largest inheritance received: what year was it received?

Min = 0; Max = 9999

Other factors affecting family financial position (UU) - Question identifier:UU_Q05_1A

What was the amount?

Min = 0; Max = 99999999

Other factors affecting family financial position (UU) - Question identifier:UU_Q05_2

Have you and your family received any other inheritance?

• 1: Yes
• 2: No

Other factors affecting family financial position (UU) - Question identifier:UU_Q05_2Y

For the second largest inheritance, what year was it received?

Min = 0; Max = 9999

Other factors affecting family financial position (UU) - Question identifier:UU_Q05_2A

What was the amount?

Min = 0; Max = 99999999

Other factors affecting family financial position (UU) - Question identifier:UU_Q05_3

Have you and your family received any other inheritance?

• 1: Yes
• 2: No

Other factors affecting family financial position (UU) - Question identifier:UU_Q05_3Y

For the third largest inheritance, what year was it received?

Min = 0; Max = 9999

Other factors affecting family financial position (UU) - Question identifier:UU_Q05_3A

What was the amount?

Min = 0; Max = 99999999

Other factors affecting family financial position (UU) - Question identifier:UU_Q05_4

Have you and your family received any other inheritance?

• 1: Yes
• 2: No

Other factors affecting family financial position (UU) - Question identifier:UU_Q05_4Y

For the fourth largest inheritance, what year was it received?

Min = 0; Max = 9999

Other factors affecting family financial position (UU) - Question identifier:UU_Q05_4A

What was the amount?

Min = 0; Max = 99999999

Other factors affecting family financial position (UU) - Question identifier:UU_Q05_5

Have you and your family received any other inheritance?

• 1: Yes
• 2: No

Other factors affecting family financial position (UU) - Question identifier:UU_Q05_5Y

For the fifth largest inheritance, what year was it received?

Min = 0; Max = 9999

Other factors affecting family financial position (UU) - Question identifier:UU_Q05_5A

What was the amount?

Min = 0; Max = 99999999

Other factors affecting family financial position (UU) - Question identifier:UU_Q06

In 2024, did you or anyone in your family give any amounts for living expenses to any family member
outside your household?

• 1: Yes
• 2: No

Other factors affecting family financial position (UU) - Question identifier:UU_Q07

What was the total amount of this financial assistance paid for the year?

Min = 0; Max = 99999999

Other factors affecting family financial position (UU) - Question identifier:UU_Q08

In 2024, did you or anyone in your family receive any amounts for living expenses from any family member outside your household?

• 1: Yes
• 2: No

Other factors affecting family financial position (UU) - Question identifier:UU_Q09

What was the total amount of this financial assistance received for the year?

Min = 0; Max = 99999999

Additional dwelling information (CI) - Question identifier:CI_R05

You indicated that there is more than one family living within your dwelling. A separate questionnaire will be used for each family or unrelated person.

Additional dwelling information (CI) - Question identifier:CI_Q05

Are you able to provide us with information to help contact them?

• 1: Yes
• 2: No

Additional dwelling information (CI) - Question identifier:CI_Q10A

First Name

Long Answer Length = 80

Additional dwelling information (CI) - Question identifier:CI_Q10B

Last Name

Long Answer Length = 80

Additional dwelling information (CI) - Question identifier:CI_Q10C

Telephone

Long Answer Length = 11