Interview Study: Close Others & 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. Once we have approval from the University of Manitoba Research Ethics Board, we will be seeking participants to interview. Note that we will be interviewing the ‘close others’ or ‘caregivers’ – the people who are providing the help to older adults.

Recruitment Script

Investigator: Dr. Celine Latulipe (

You are invited to participate in an interview about how you help an older adult complete their banking and finance tasks. The interview will last between 30-60 minutes and will be conducted via Skype or Zoom or another video conferencing platform of your choosing. 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 adult with their banking task. Participation in this study is voluntary. We will ask your permission to audio or video record the interview but you can say no to that. We will compensate you for your time with a $20 gift card for Tim Hortons or Shoppers Drug .

This research has (not yet) 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:


Consent Form

You can download a copy of our Consent Form for your records. [LINK TO DOCUMENT WILL BE ADDED AFTER REB APPROVAL].

Final Report

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