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. We are now 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

Investigators: Dr. Celine Latulipe ( and Murray Cumbers (

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 on how banking technology can support caregivers like you who support older adults with their banking tasks.

Participation in this study is voluntary. We are looking for individuals who meet the following criteria:

  • You must be 18+ years of age and living in Canada
  • You must speak and read English
  • You provide care or support to an older adult (65+ years of age) as an associate (for example: parent, relative, neighbour, client or friend)
  • You must be willing to be audio recorded as part of the interview

If you are interested and meet the above criteria, please complete the Consent Form (below) and email or mail the form to the investigator specified in the form.

Upon receipt of the signed Consent Form we will contact you to arrange an interview time and date. During the interview you may withdraw at any time. A Tim Horton’s or Shoppers Drug Mart electronic gift card will be provided whether you complete the interview or not. Once the interview has been completed, subsequent withdrawal will not be permitted.

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:

Consent Form

You can download a copy of the Consent Form and email it or mail it to us. Click the link below:

Consent Form Interview Study

Final Report

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