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.

Recruitment Script (recruitment now closed)

Investigator: Dr. Celine Latulipe (

You are invited to participate in a survey about how you help an older adult complete their banking and finance tasks. The survey takes about 15 minutes to complete. We would ask you about how independently the older adult you help does various activities. We will ask what types of banking and finance tasks you help the older adults with. We will ask you how you help the older adult (with in person banking, online banking, using the ATM, etc.) Risks to participating in this study are no greater than in everyday life. The benefit to participation is that you get to contribute to knowledge about how banking technology might better support you when you are helping the older adults with their banking tasks. Participation in this study is voluntary. The survey is completely anonymous. A separate survey form at the end allows you to provide your contact information in case you would like to be contacted for a follow-up interview, or if you want your name entered into a draw for an $50 gift card.

This research has been approved by the University of Manitoba Joint Faculty Research Ethics Board. If you have any concerns or complaints about this project you may contact any of the above-named persons or the Human Ethics Coordinator at 204-474-7122 or

To ask questions about this study, please email Dr. Celine Latulipe:

Survey Link

Sorry, but the survey is now closed. We are analyzing the data, and will publish a summary of that data here soon.

Consent Form

You can download a copy of our Consent Form for your records.

Final Report

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