Close Others, Older Adults & Banking


‘Close others’ are family members, friends, neighbours, etc. who help older adults with a variety of daily tasks. This research project investigates how close others help older adults with banking in Canada.

Soon, (after ethics approval is granted), I will be posting on this page a recruitment script, a copy of a consent form, and a link to this project’s online survey. Anyone in Canada who helps an older adult complete their banking and finance tasks is eligible to participate in the survey. Stay tuned and check back soon!

Once the survey closes and analysis is complete, a summary report of the results of this research will be posted here.