Survey of Financial Security, 2012

Language of interview
Address
North American Telephone
Economic Family
Sex
Age
Date
Marital Status
Household composition
Language
Immigration
Aboriginal
Education Highest Degree
Activity limitations & health
Work
Main activity
Current labour force characteristics
Labour force participation in 2011
Total Personal Income
Previous employer pension plans (25 years of age or over)
Pension plan benefits - in pay (25 years of age or over)
Retirement (45 years of age or over)
Behaviours and attitudes
Principal residence
Other real estate / property
Cars and other vehicles
Financial assets
Other assets
Debts
Student Loans
Businesses - Incorporated and unincorporated
Other factors affecting family financial position

Language of interview

LP_R01
Hello, I'm calling from Statistics Canada. My name is ...

LP_Q01
Would you prefer that I speak in English or in French?

Address

AD_Q01
What is the civic number?

AD_Q02
What is the street name?

AD_Q03
What is the apartment number?

AD_Q04
What is the city, town, village or municipality?
(DK, RF not allowed)

AD_Q05
What is the postal code?

AD_Q07
What is 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
  • 76 [U.S.A./" "]
  • 77 [Outside of Canada and U.S.A./" "]
  • (DK, RF not allowed)

North American Telephone

NATP_Q01
What is the area code?

NATP_Q02
What is the telephone number?

Economic Family

EF_Q01
Does more than one family or unattached individual live at this address? For the purpose of this survey a family is all persons related by blood, marriage, common-law, adoption, foster and guardianship.

  • 1 Yes
  • 2 No
  • DK, RF

MEF_Q01
Excluding your family, how many other families or unrelated individuals live here?
(DK, RF not allowed)

RS_Q02
Is anyone staying here temporarily?

  • 1 Yes
  • 2 No
  • DK, RF

RS_Q04
Are there any other persons who usually live here but are now away at school, in hospital, or somewhere else?

  • 1 Yes
  • 2 No
  • DK, RF

USU_Q01
What are the names of all persons who usually live here?
(DK, RF not allowed)

TEM_Q01
What are the names of all persons who are staying here temporarily?
(DK, RF not allowed)

OTH1_Q01
What are the names of the other people who live or stay here?
(DK, RF not allowed)

Sex

SEX_Q01
Is ... male or female?

  • 1 Male
  • 2 Female
  • (DK, RF not allowed)

Age

ANC_B01
What is ...’s date of birth?

Date

DATE_Q01
What is the day?

DATE_Q02
What is the month?

  • 01 January
  • 02 February
  • 03 March
  • 04 April
  • 05 May
  • 06 June
  • 07 July
  • 08 August
  • 09 September
  • 10 October
  • 11 November
  • 12 December
  • DK, RF

DATE_Q03
What is the year?

ANC_Q02
So ...’s age on (reference date) was (age).
Is that correct?

  • 1 Yes
  • 2 No, return and correct date of birth
  • 3 No, collect age
  • (DK, RF not allowed)

Marital Status

MSNC_Q01
What is your marital status?
Are you... ?

  • 1 Married
  • 2 Living common-law
  • 3 Widowed
  • 4 Separated
  • 5 Divorced
  • 6 Single, never married
  • DK, RF

Household composition

HC1_Q010
What is [household member's first name]'s relationship to (reference person), is it:  

  • 02 Opposite-sex spouse/partner
  • 03 Same-sex spouse/partner
  • 04 Son/Daughter(birth, adopted or step)
  • 05 Brother/Sister
  • 06 Father/Mother
  • 07 Foster father/mother
  • 08 Foster son/daughter
  • 09 Grandfather/mother
  • 10 Grandson/daughter
  • 11 In-law
  • 12 other related
  • 13 Unrelated
  • DK, RF

Language

LAN_Q01
Of English or French, which language(s) do you speak well enough to conduct a conversation? Is it... ?

  • 1 English only
  • 2 French only
  • 3 Both English and French
  • 4 Neither English nor French
  • DK, RF

LLU2_Q01
What language do you speak most often at home?

LLU3_Q01
What is the language that you first learned at home in childhood and still understand?

Immigration

ILU_Q01
In what country were you born?
    (If in Canada, Go to IMN_END)

IMN_Q15
In what year did you first come to Canada to live?

  • DK, RF

IMN_Q16
Are you now, or have you ever been a landed immigrant in Canada?

  • 1 Yes
        Go to IMN_Q17
  • 2 No
  • DK, RF
        Go to CLU_Q01

IMN_Q17
In what year did you first become a landed immigrant in Canada?

CLU_Q01
Of what country are you a citizen?

IMN_Q19
Are you Canadian by birth or by naturalization?

  • 1 By birth
  • 2 By naturalization
  • DK, RF

Aboriginal

AMB_Q01
Are you an Aboriginal person, that is, First Nations, Métis or Inuk (Inuit)? First Nations includes Status and Non-Status Indians.

  • 1 Yes
        Go to AMB_Q02
  • 2 No
  • DK, RF
        Go to AMB_END

AMB_Q02
Are you First Nations, Métis or Inuk (Inuit)?

  • 1 First Nations (North American Indian)
  • 2 Métis
  • 3 Inuk (Inuit)
  • DK, RF

Education Highest Degree

EHG1_Q01
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.Sc., LL.B.)
  • 7 University certificate, diploma, degree above the bachelor's level
  • DK, RF

Activity limitations & health

CC_Q01
Compared to other people your age, how would you describe your state of health? Would you say it is ...?

  • 1 Excellent
  • 2 Very Good
  • 3 Good
  • 4 Fair
  • 5 Poor
  • DK, RF

CC_Q02
Do you have any difficulty hearing, seeing, communicating, walking, climbing stairs, bending, learning or doing any similar activities?

  • 1 Yes, sometimes
  • 2 Yes, often
  • 3 No
  • DK, RF

CC_Q03A
Does a physical condition, mental condition or health problem reduce the amount or the kind of activity you can do:
...at home?

  • 1 Yes, sometimes
  • 2 Yes, often
  • 3 No
  • DK, RF

CC_Q03B
(Does a physical condition, mental condition or health problem reduce the amount or the kind of activity you can do:)
... at school or work?

  • 1 Yes, sometimes
  • 2 Yes, often
  • 3 No
  • 4 Not applicable
  • DK, RF

CC_Q03C
(Does a physical condition, mental condition or health problem reduce the amount or the kind of activity you can do:)
... in other activities for example transportation or leisure?

  • 1 Yes, sometimes
  • 2 Yes, often
  • 3 No
  • DK, RF

Work

EW_Q01
Have you ever worked at a job or business?

  • 1 Yes
  • 2 No
  • DK, RF

Main activity

ACT_Q01
At the beginning of the year, what was your main activity?

  • 01 Working at a job or business or self employed
  • 02 Looking for work
  • 03 Going to school
  • 04 Keeping house
  • 05 Caring for other family members including young children
  • 06 Retired
  • 07 Long term illness or disability
  • 08 Doing volunteer work
  • 09 No main activity
  • 10 Other - Specify
  • DK, RF

Current labour force characteristics

EE_Q01H
The following questions concern your activities last week.
 
Last week, did you work at a job or business?
(regardless of the number of hours)

  • 1 Yes
        Go to EE_R03
  • 2 No
        Go to EE_Q02H
  • DK, RF
        Go To EE_END

EE_Q02H
Last week, did you have a job or business from which you were absent?

  • 1 Yes
        Go to EE_R03
  • 2 No
  • DK, RF
        Go To EE_END

EE_R03
The following questions are about your main job.

EE_Q03H
Were you an employee or self-employed?

  • 1 Employee
  • 2 Self-employed
        Go to EE_Q04
  • 3 Working in a family business without pay
  • DK, RF
        Go to EE_Q05_2H

EE_Q04
Was your business or farm incorporated?

  • 1 Yes
  • 2 No
  • DK, RF

EE_Q05_1H
What was the name of your business?

  • DK, RF
        Go to EE_Q06H

EE_Q05_2H
For whom did you work?

EE_Q06H
What kind of business, industry or service was this?

EE_Q07H
What was your work or occupation?

EE_Q08H
In this work, what were your main activities?

EE_Q09
Do you usually work 30 hours or more per week at this job?

  • 1 Yes
  • 2 No
  • DK, RF

EE_Q10M & EE_Q10Y
When did you first start working for this employer or start your business or farm, ignoring any temporary breaks?

EE_Q12
Are you a union member at this job?

  • 1 Yes
        (Go to EE_Q14A)
  • 2 No
  • DK, RF

EE_Q13
Are you covered by a union contract or collective agreement?

  • 1 Yes
  • 2 No
  • DK, RF

EE_Q14A
In this job, do you participate in:
a group RRSP?

  • 1 Yes
  • 2 No
  • DK, RF

EE_Q14B
(In this job, do you participate in:)
a Deferred Profit Sharing Plan (DPSP)?

  • 1 Yes
  • 2 No
  • DK, RF

EE_Q14C
(In this job, do you participate in:)
an employer or union sponsored pension plan, other than the Canada or Québec Pension Plan?

  • 1 Yes
        (Go to EE_Q15A)
  • 2 No
  • DK, RF
        (Go to EE_END)

EE_R15
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.

EE_Q15A
What is the name of your employer pension plan?

EE_Q15B
What is the registration number of this plan?
(Box 50 on this person's T4 slip.)

EE_Q15C
How much did you contribute to this plan in 2011?
(Box 20 on this person's T4 slip.)

EE_Q15D
What was your pension adjustment in 2011?
(Box 52 on this person's T4 slip.)

EE_Q15EY & EE_Q15M
For how many years and months have you been a member of that plan?

Include all time in this plan, even if with a previous employer; time that was bought back.

Exclude periods not covered by the plan (e.g. maternity leave not bought back, temporary layoff, etc.)

(This information might be available in the annual statement provided by the pension plan.)

Labour force participation in 2011

FF_Q01
In 2011, did you work for pay?

  • 1 Yes - mostly full-time
  • 2 Yes - mostly part-time
  • 3 No - did not work
        Go to FF_END
  • DK, RF
        Go to FF_END

FF_Q02
How many weeks did you work (in 2011)?

Total Personal Income

TPIB_R02
In order to reduce the length of the interview, and enhance the information provided in this survey, Statistics Canada will combine this information with information from personal tax data. The information we obtain will be used for statistical purposes only, and will be kept confidential.

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, 2011?

(Income can come from various sources such as from work, investments, pensions or government. Examples include Employment Insurance, Social Assistance, Child Tax Benefit and other income such as child support, spousal support (alimony) and rental income.)

TPI_Q02
Can you estimate in which of the following groups your personal income falls? Was your total personal income during the year ending December 31, 2011?

  • 1 Less than $30,000, including income loss Go to TPI_Q03
  • 2 $30,000 and more
        Go to TPI_Q04
  • DK, RF
        Go to TPI_END

TPI_Q03
Please stop me when I have read the category which applies to you.

Was it... ?

  • 1 Less than $5,000
  • 2 $5,000 to less than $10,000
  • 3 $10,000 to less than $15,000
  • 4 $15,000 to less than $20,000
  • 5 $20,000 to less than $25,000
  • 6 $25,000 to less than $30,000
  • DK, RF

TPI_Q04
Please stop me when I have read the category which applies to you.

Was it... ?

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

Previous employer pension plans  (25 years of age or over)

HH_Q02
Other than a pension plan you may have already mentioned, in the past did you belong to any other employer pension plans?

Do not consider:
- Canada or Québec Pension Plan,
- a group RRSP,
- a Deferred Profit Sharing Plan.

  • 1 Yes
  • 2 No
        (Go to HH_END)
  • DK, RF
        (Go to HH_END)

HH_Q03
To how many such employer pension plans did you previously belong?

HH_R04
The next questions refer to the plan to which you belonged the longest.

HH_Q04
Are you currently receiving benefits from this plan?

  • 1 Yes
        (Go to HH_END)
  • 2 No
  • DK, RF

HH_Q05
When you left this plan, what happened to the funds that had accumulated in it? Were they...?

  • 1 Left in the plan
  • 2 Transferred to a new employer pension plan
  • 3 Transferred to an RRSP (including LIRA)
  • 4 Returned to this person in a lump sum
  • 5 Other - Specify
  • DK, RF

HH_Q07
For whom did you work when you belonged to this plan?
 (Name of business, government department, agency, person, etc.)

HH_Q08
What kind of business, industry or service was this?
(For example, wheat farm, road maintenance, retail shoe store, secondary school.)

HH_Q09
In what year did you stop working for this employer?

HH_Q10
In the last full year that you worked for this employer what were your total earnings, before taxes or other deductions? Exclude any commissions, tips, bonuses or paid overtime.

  • DK, RF

HH_Q11Y & HH_Q11M
For how many years and months were you a member of that employer pension plan?

Please include all time in this plan, even if it was with a previous employer or time bought back. 
Please exclude periods not covered by the plan (e.g. maternity leave not bought back, temporary layoff, etc.)

Pension plan benefits - in pay  (25 years of age or over)

IP_Q02
Are you currently receiving benefits from an employer pension plan?

This does not include benefits of any kind from the Canada or Québec Pension Plan.

  • 1 Yes
        Go to IP_Q03
  • 2 No
  • DK, RF
        (Go to IP_END)

IP_Q03
Are you receiving benefits from more than one employer pension plan?

  • 1 Yes
  • 2 No
        Go to IP_Q04
  • DK, RF

IP_R04
The following questions are about the largest pension you are receiving.

IP_Q04
Is this a pension benefit from a previous employer or is it a spouse’s or survivor benefit?

  • 1 Previous employer
        Go to IP_Q07
  • 2 Spouse's or survivor
  • DK, RF
        Go to IP_Q08A

IP_Q05
Is any portion of this benefit an orphan's pension?

  • 1 Yes
  • 2 No
  • DK, RF
        Go to IP_Q08A

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
  • DK, RF

IP_Q08A
What is the total monthly amount of this pension benefit?

IP_Q08B
Is that gross or net?

  • 1 Gross
  • 2 Net
  • DK, RF

IP_Q09
Is this pension indexed? In other words, does or will the amount of the pension increase?

  • 1 Yes
        Go to IP_Q10
  • 2 No
  • DK, RF
        Go to IP_END

IP_Q10
Does that increase occur...?

  • 1 Every year
  • 2 Less often than every year
  • 3 Have not yet had an increase
  • 4 Other - Specify
  • DK, RF

IP_Q11
Is that 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 - Specify
  • DK, RF

Retirement    (45 years of age or over)

JJ_Q02
Have you ever retired?

  • 1 Yes
        Go to JJ_Q03
  • 2 No
  • DK, RF
       Go to JJ_END

JJ_Q03
At what age did you retire (for the first time, if more than once)?

The remaining part of the interview concerns you and your family members living with you.

Behaviours and attitudes

KK_Q01
Do you (or anyone in your family) have credit cards?
This includes VISA, MasterCard, American Express, Diners Club/enRoute, gas station or retail store cards.

  • 1 Yes
  • 2 No
        Go to KK_Q05
  • DK, RF
        Go to KK_Q08

KK_Q02
In total, how many credit cards with different account numbers do you (and your family) own?

KK_Q03
What is the total credit limit on all credit card(s) that you (and your family) own?

KK_Q04
Do you (and your family) usually pay off credit card balances each month?

  • 1 Yes
  • 2 No
  • DK, RF
        Go to KK_Q08

KK_Q05
Is this because you (or anyone in your family) have been refused this type of credit?

  • 1 Yes
  • 2 No
  • DK, RF

KK_Q08
In the past 3 years, have you (or anyone in your family) borrowed money through a pay day loan?

  • 1 Yes
  • 2 No
  • DK, RF

KK_Q12
Have you (or anyone in your family) ever had or do you now have money in RRSPs?

  • 1 Yes
        Go to KK_Q13A
  • 2 No
  • DK, RF
        Go to KK_Q14

KK_Q13A
Have you (or anyone in your family) ever withdrawn money from an RRSP:
to purchase an annuity or a RRIF (Registered Retirement Income Fund)?

  • 1 Yes
  • 2 No
  • DK, RF

KK_Q13B
(Have you (or anyone in your family) ever withdrawn money from an RRSP:)
through the Home Buyers' Plan?

  • 1 Yes
  • 2 No
  • DK, RF

KK_Q13C
(Have you (or anyone in your family) ever withdrawn money from an RRSP:)
through the Lifelong Learning Plan?

  • 1 Yes
  • 2 No
  • DK, RF

KK_Q13D
(Have you (or anyone in your family) ever withdrawn money from an RRSP: )
for any other reason?

  • 1 Yes
  • 2 No
  • DK, RF

KK_Q14
Do you have a household budget?

  • 1 Yes
  • 2 No
  • DK, RF

Principal residence

DW_Q01
What type of dwelling do you live in?  Is it a ...

  • 01 single detached?
  • 02 double?
  • 03 row or terrace?
  • 04 duplex?
  • 05 low-rise apartment of fewer than 5 stories or a flat?
  • 06 high-rise apartment of 5 stories or more?
  • 07 institution?
  • 08 hotel; rooming/lodging house; camp?
  • 09 mobile home?
  • 10 Other - Specify
  • DK, RF

LL_Q02
Do you own this dwelling or do you pay rent?

  • 1 Own
        Go to LL_Q03
  • 2 Rent
  • 3 Occupy rent free
  • DK, RF
        Go to LL_END

LL_Q03
Do you share ownership of this property with anyone other than family members in the household?

  • 1 Yes
        Go to LL_Q04
  • 2 No
  • DK, RF
        Go to LL_Q05

LL_Q04
What percentage do you own?

LL_Q05
Did you inherit or receive as a gift all or a part of this property?

  • 1 Yes
        Go to LL_Q10
  • 2 No
  • DK, RF

LL_Q06
In what year did you purchase this property?

LL_Q07
What was the purchase price?

LL_Q09
What was your down payment in percentage terms?

LL_Q10
How much would this property sell for today?

LL_Q11A
How much is now owed on the first or only mortgage on this property?

LL_Q11B
Do you make regular mortgage payments (excluding taxes)?

  • 1 Yes
        Go to LL_Q11C
  • 2 No
  • DK, RF
        Go to LL_Q12

LL_Q11C
What is the value of the payment, excluding taxes?

  • DK, RF
        Go to LL_Q12

LL_Q11D
Are these payments made...?

  • 1 Monthly
  • 2 Every two weeks
  • 3 Weekly
  • DK, RF

LL_Q12
Is this mortgage being paid off faster than your original amortization period requires?

(Refers to the amortization period when the house was purchased and may be due to more frequent payments or periodic lump sum payments.)

  • 1 Yes
  • 2 No
  • DK, RF

LL_Q13
Was this mortgage taken out or renegotiated for a purpose not related to your home, for example, to purchase another asset or an investment?

  • 1 Yes
  • 2 No
  • DK, RF

LL_Q14
Do you have a second mortgage on this property?

  • 1 Yes
        Go to LL_Q15
  • 2 No
  • DK, RF
        Go to LL_Q17

LL_Q15
How much is now owed on it?

LL_Q16
Was this second mortgage taken out or renegotiated for a purpose not related to your home, for example, to purchase another asset or an investment?

  • 1 Yes
  • 2 No
  • DK, RF

LL_Q17
Do you have a reverse mortgage on this property?

  • 1 Yes
        Go to LL_Q18
  • 2 No
  • DK, RF
        Go to LL_Q20A

LL_Q18
In what year did you receive the reverse mortgage?

LL_Q19
 

What amount was received for your reverse mortgage?

LL_Q20A
On your tax return, do you deduct a percentage of the expenses of this property because it is used for business purposes?

  • 1 Yes
        Go to LL_Q20B
  • 2 No
  • DK, RF
        Go to LL_Q21A

LL_Q20B
What percentage?

LL_Q21A
Is part of this property rented out?

  • 1 Yes
        Go to LL_Q21B
  • 2 No
  • DK, RF
        Go to LL_N22

LL_Q21B
What percentage?

LL_N22
Is this a farm

  • 1 Yes
        Go to LL_Q24
  • 2 No
  • DK, RF
        Go to LL_END

LL_Q24
Can you estimate the value of the farmhouse and yard separately from the rest of the farm?

Exclude farm buildings and equipment.

  • 1 Yes
        Go to LL_Q25
  • 2 No
  • DK, RF
        Go to LL_END

LL_Q25
How much would the farmhouse and yard sell for today?

Other real estate / property

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?

(Exclude real estate or properties belonging to a business.
Include properties owned in partnership.)

  • 1 Yes
        Go to MMB_Q02
  • 2 No
  • DK, RF
        Go to MMB_Q03

MMB_Q02
How many properties do you own?

MM_Q01
What kind of real estate or property is it? Is it...?

  • 01 Vacant lot
  • 02 Cottage
  • 03 Vacation or second home
  • 04 Timeshare
  • 05 Rental property (residential)
  • 06 Commercial property
  • 07 Wooded lot / farmland
  • 08 Other - Specify
  • DK, RF

MM_Q02
How much could it be sold for? [Please estimate the value in Canadian dollars.]

MM_Q04
Do you still owe amounts on this real estate or property?

  • 1 Yes
        Go to MM_Q05
  • 2 No
  • DK, RF
        Go to MM_END

MM_Q05
How much is owed on this real estate or property?

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?

(Exclude real estate or properties belonging to a business.
Include properties owned in partnership.)

  • 1 Yes
        Go to MMB_Q04
  • 2 No
  • DK, RF
        Go to MMB_END

MMB_Q04
How many properties do you own?

MM_Q01
What kind of real estate or property is it? Is it...?

  • 01 Vacant lot
  • 02 Cottage
  • 03 Vacation or second home
  • 04 Timeshare
  • 05 Rental property (residential)
  • 06 Commercial property
  • 07 Wooded lot / farmland
  • 08 Other - Specify
  • DK, RF

MM_Q02
How much could it be sold for? [Please estimate the value in Canadian dollars.]

MM_Q04
Do you still owe amounts on this real estate or property?

  • 1 Yes
        Go to MM_Q05
  • 2 No
  • DK, RF
       Go to MM_END

MM_Q05
How much is owed on this real estate or property?

Cars and other vehicles

(Cars)

NB_Q01
Do you own any cars, trucks, vans or sport utility vehicles?

Exclude leased vehicles, motorcycles and company cars.

Include vehicles licensed for part of the year.

  • 1 Yes
        Go to NB_Q02
  • 2 No
  • DK, RF
        Go to NB_Q04

NB_Q02
How many do you own?

NN_Q02
What is the make?

  • 1 Search
  • 2 Other - Specify
  • DK, RF

NN_Q03
What is the model?

  • 1 Search
  • 2 Other - Specify
  • DK, RF

NN_Q04
What is the model year?

NN_Q05
How much could it be sold for?

NN_Q06
Do you still owe amounts on the loan for this vehicle?

  • 1 Yes
        Go to NN_Q07
  • 2 No
  • DK, RF
        Go to NN_END

NN_Q07
How much is owed on this vehicle?

(Other vehicles)

NB_Q04
Do you own any other vehicles, such as motorhomes, RVs, trailers, motorcycles, boats (including sailboats, or jetskis), snowmobiles, ATVs, aircrafts, etc.?

  • 1 Yes
        Go to NB_Q05
  • 2 No
  • DK, RF
        Go to NB_END

NB_Q05
How many do you own?

ON_Q01
What kind of vehicle is this. Is it...?

  • 1 Motorhome
  • 2 Trailer
  • 3 Motorcycle
  • 4 Boat
  • 5 ATV
  • 6 Snowmobile
  • 7 Other - Specify
  • DK, RF

ON_Q02
How much could it be sold for?

ON_Q04
Do you still owe amounts on the loan for this vehicle?

  • 1 Yes
        Go to ON_Q05
  • 2 No
  • DK, RF
       Go to ON_END

ON_Q05
How much is owed on this vehicle?

Financial assets

OO_Q01
Do you have any:
RRSPs (Registered Retirement Savings Plans)?
Please include Group RRSPs

  • 1 Yes
        Go to OO_Q01_1
  • 2 No
  • DK, RF
        Go to OO_Q02

OO_Q01_1
What is the total amount?
Include any mutual funds, income trusts and any other products that are in RRSPs.

OO_Q02
Do you have any:
LIRAs (Locked-in Retirement Accounts)?
Please include locked-in RRSPs

  • 1 Yes
        Go to OO_Q02_1
  • 2 No
  • DK, RF
        Go to OO_Q03

OO_Q02_1
What is the total amount?

OO_Q03
Do you have any:
RRIFs (Registered Retirement Income Funds)?

  • 1 Yes
        Go to OO_Q03_1
  • 2 No
  • DK, RF
        Go to OO_Q04

OO_Q03_1
What is the total amount?

OO_Q04
Do you have any:
Life Income Funds (LIFs) and/or Locked-in Retirement Income Funds (LRIFs)?

  • 1 Yes
        Go to OO_Q04_1
  • 2 No
  • DK, RF
        Go to OO_Q05

OO_Q04_1
What is the total amount?

OO_Q05
Do you have any:
TFSAs (Tax Free Saving Accounts)?

  • 1 Yes
        Go to OO_Q05_1
  • 2 No
  • DK, RF
        Go to OO_Q06

OO_Q05_1
What is the total amount?

OO_Q06
Do you have any:
Registered Education Savings Plans (RESPs)?

  • 1 Yes
        Go to OO_Q06_1
  • 2 No
  • DK, RF
        Go to OO_Q07

OO_Q06_1
What is the total amount?

OO_Q07
Do you have any:
Deferred Profit Sharing Plans (DPSPs)?

  • 1 Yes
        Go to OO_Q07_1
  • 2 No
  • DK, RF
        Go to OO_Q08

OO_Q07_1
What is the total amount?

OO_Q08
Do you have any:
Chequing and savings accounts?

  • 1 Yes
        Go to OO_Q08_1
  • 2 No
  • DK, RF
        Go to OO_Q09

OO_Q08_1
What is the total amount?
Please include uncashed cheques

OO_Q09
Do you have any:
Term deposits, guaranteed investment certificates (GICs) and/or treasury bills (provincial, federal)?

  • 1 Yes
        Go to OO_Q09_1
  • 2 No
  • DK, RF
        Go to OO_Q10

OO_Q09_1
What is the total amount?

OO_Q10
Do you have any:
Savings bonds (Canada Savings Bonds, Provincial and Municipal Savings Bonds)?

  • 1 Yes
        Go to OO_Q10_1
  • 2 No
  • DK, RF
        Go to OO_Q11

OO_Q10_1
What is the total amount?
Please report the current fair market value (face value and interests earned to date)

OO_Q11
Do you have any:
Mutual funds and other investment funds?
Please include exchange traded funds and index funds.
Please do not include amounts previously reported.

  • 1 Yes
        Go to OO_Q11_1
  • 2 No
  • DK, RF
        Go to OO_Q12

OO_Q11_1
What is the total amount?

OO_Q12
Do you have any:
Income Trusts?
Please include assets held on behalf of the respondent in trust funds or in estate.
Please do not include amounts previously reported.

  • 1 Yes
        Go to OO_Q12_1
  • 2 No
  • DK, RF
        Go to OO_Q13

OO_Q12_1
What is the total amount?

OO_Q13
Do you have any:
Canadian and foreign (publicly-traded) stocks?
Please include amounts in employee stock ownership plans (ESOP).

  • 1 Yes
        Go to OO_Q13_1
  • 2 No
  • DK, RF
        Go to OO_Q14

OO_Q13_1
What is the total amount?

  • DK, RF
        Go to OO_Q14

OO_Q13_A
What percentage is in foreign stocks?

OO_Q14
Do you have any:
Canadian and foreign bonds/ debentures?
Include non-mortgage asset-backed securities.

  • 1 Yes
        Go to OO_Q14_1
  • 2 No
  • DK, RF
        Go to OO_Q15

OO_Q14_1
What is the total amount?

OO_Q15
Do you have any:
Money owed to you other than mortgages held?

  • 1 Yes
        Go to OO_Q15_1
  • 2 No
  • DK, RF
        Go to OO_Q16

OO_Q15_1
What is the total amount?

OO_Q16
Do you have any:
Money invested in privately-held companies (not publicly traded stocks)?

  • 1 Yes
        Go to OO_Q16_1
  • 2 No
  • DK, RF
        Go to OO_Q17

OO_Q16_1
What is the total amount?

OO_Q17
Do you have any:
Annuities?

  • 1 Yes
        Go to OO_Q17_1
  • 2 No
  • DK, RF
        Go to OO_Q18

OO_Q17_1
What is the total amount?
Please report total value, not amount of payment.

OO_Q18
Do you have any:
Amount in foreign pension plans?
For example: U.S. 401K plans

  • 1 Yes
        Go to OO_Q18_1
  • 2 No
  • DK, RF
        Go to OO_Q19

OO_Q18_1
What is the total amount?

OO_Q19
Do you have any:
Other investments or financial assets?
Please include other money held in trust, asset-backed securities, money owed to you in the form of mortgages held and any other investments or financial assets.

  • 1 Yes
        Go to OO_Q19_1
  • 2 No
  • DK, RF
        Go To OO_END

OO_Q19_1
What is the total amount?

Other assets

PP_Q01
Do you have any collectibles and valuables?

For example: antiques, artwork, jewellery, collections of stamps, coins, dolls, classic automobiles.

  • 1 Yes
        Go to PP_Q01_1
  • 2 No
  • DK, RF
        Go to PP_Q02

PP_Q01_1
What is the total current value?

PP_Q02
What is the approximate value of the contents of your principal residence?
Provide the value if sold today, not the insured or replacement value.

Include: major appliances, electronic equipment,  furniture other than antiques.

  • 01 under $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
  • DK, RF

PP_Q03
Do you have other assets not already described?
For example: copyrights, patents, royalties, etc.

  • 1 Yes
        Go to PP_Q03_1
  • 2 No
  • DK, RF
        Go to PP_END

PP_Q03_1
What is the total current value?

Debts

QQ_Q01
Do you have outstanding balances on the following credit cards: VISA, MasterCard, American Express, Diners Club/enRoute?
That is, the amount still owing on your last bills excluding new purchases.

  • 1 Yes
        Go to QQ_Q01_1
  • 2 No
  • DK, RF
        Go to QQ_Q02

QQ_Q01_1
What is the outstanding balance?

QQ_Q02
Do you have outstanding balances on other credit cards? (That is, the amount still owing on your last bills excluding new purchases.)
Include: retail store cards, gas station cards, etc.

  • 1 Yes
        Go to QQ_Q02_1
  • 2 No
  • DK, RF
        Go to QQ_Q03

QQ_Q02_1
What is the outstanding balance?

QQ_Q03
Do you have outstanding balances on deferred payment and instalment plans that have not yet been reported?
(This is often referred to as 'buy now, pay later'.)

  • 1 Yes
        Go to QQ_Q03_1
  • 2 No
  • DK, RF
        Go to QQ_Q04A

QQ_Q03_1
What is the outstanding balance?

QQ_Q04A
Do you have an outstanding balance on a home equity line of credit?

  • 1 Yes
        Go to QQ_Q04A_1
  • 2 No
  • DK, RF
        Go to QQ_Q04B

QQ_Q04A_1
What is the outstanding balance?

QQ_Q04B
Do you have outstanding balances on other lines of credit?

  • 1 Yes
        Go to QQ_Q04B_1
  • 2 No
  • DK, RF
        Go to QQ_Q05

QQ_Q04B_1
What is the outstanding balance?

QQ_Q05
Do you have outstanding balances on other loans from financial institutions?
(For example: banks, credit unions, trust and mortgage loan companies.
Include: home renovation loans, debt consolidation loans, loans to purchase RRSPs, etc.
Exclude: loans already reported, money borrowed for a business, student loans, and loans on the value of LIF and insurance policies.)

  • 1 Yes
        Go to QQ_Q05_1
  • 2 No
  • DK, RF
        Go to QQ_Q06

QQ_Q05_1
What is the outstanding balance?

QQ_Q06
Do you have any other money owed and not already reported?
Include: taxes owing, past due bills, etc.
Exclude: loans from financial institutions.

  • 1 Yes
        Go to QQ_Q06_1
  • 2 No
  • DK, RF
        Go to QQ_END

QQ_Q06_1
What is the outstanding balance?

Student Loans

RB_Q01
Do you (or anyone in your family) owe any money on student loans? Exclude loans from family members and other individuals.

  • 1 Yes
        Go to RB_Q02
  • 2 No
  • DK, RF
        Go To RB_END

RB_Q02
How many people in this family have student loans?

RR_Q03
In whose name is this loan?

RR_Q04
In total, how much was borrowed?

RR_Q05
How much is still owed for this student loan?

RR_Q06
 Are payments being made on the amount owed?

  • 1 Yes
  • 2 No
  • DK, RF

RR_Q07
In which year did you last receive a student loan?

Businesses - Incorporated and unincorporated

SB_Q01A
Do you (or anyone in your family) own an incorporated or unincorporated business? Include a professional practice or farm.

  • 1 Yes
        Go to SB_Q01B
  • 2 No
  • DK, RF
        Go to SB_END

SB_Q01B
How many incorporated or unincorporated businesses do you own?

SS_Q02
Is this business...?

  • 1 Incorporated
  • 2 Unincorporated
  • DK, RF

SS_Q03
In which year, did you (or your family) start or buy this business?

SS_Q04
What percentage of the business do you (or your family) own?

SS_Q05
What is the equity in the business, that is, the net amount you (or your family) would receive if this business were sold today?

Deduct any outstanding debts that must be paid.

SS_Q06
What is the book value of the assets of the entire business (cost price less depreciation)?

Include: financial assets, accounts receivable, inventories, land, buildings, machinery, equipment, customer lists, intangible assets, etc.

Exclude: assets reported with principal residence or other real estate/property.

SS_Q07
What is the total amount of the debts and liabilities of the business?

Include: loans and mortgages, payables, deferred taxes, accrued payroll, etc.

Exclude: debts reported with principal residence or other real estate/property.

SS_Q08
Are you (or your family) currently using any personal assets to secure any debts of this business?

  • 1 Yes
  • 2 No
  • DK, RF

SS_Q09A
Were any sources of funding used when this business was first established or acquired?

  • 1 Yes
        Go to SS_Q09B
  • 2 No
  • DK, RF
        Go to SS_Q11

SS_Q09B
What source of funding was used (when this business was first established or acquired)?

  • 1 Own money
  • 2 Money from friend/relative
  • 3 Government loan
  • 4 Mortgage
  • 5 Home line of credit
  • 6 Other loans from financial institutions
  • 7 Other - Specify
  • DK, RF

Go to SS_Q11

SS_Q11
What type of business is this?

SS_N11A
Is this a farm?

  • 1 Yes
        Go to SS_Q12A
  • 2 No
  • DK, RF
        Go to SS_END

SS_Q12A
You reported earlier that the value of your equity in this business to be $ …. in ‘SS_Q05’. Have you included the value of the farmhouse in this amount?

  • 1 Yes
  • 2 No
  • DK, RF

SS_Q12B
You reported earlier that the book value of the assets in this business to be $ … in ‘SS_Q06’. Have you included the value of the farmhouse in this amount?

  • 1 Yes
  • 2 No
  • DK, RF

Other factors affecting family financial position

UU_Q01A
Do you (or anyone in your family) have any life insurance policies? Include term, permanent, mortgage, and group insurance policies.

  • 1 Yes
        Go to UU_Q01B
  • 2 No
  • DK, RF
        Go to UU_Q04

UU_Q01B
How many people have life insurance?

  • DK, RF
        Go to UU_Q04

UU_Q02
What is the total face value of all policies, that is, the amount it/they would pay if the insured dies?

  • DK, RF

UU_Q04
Have you (or anyone in your family) ever received an inheritance(s)?

  • 1 Yes
        Go to UU_Q05_1Y
  • 2 No
  • DK, RF
        Go to UU_Q06

UU_Q05_1Y
For the largest inheritance received: what year was it received?

UU_Q05_1A
What was the amount?

UU_Q05_2
Have you received any other inheritance?

  • 1 Yes
        Go to UU_Q05_2Y
  • 2 No
  • DK, RF
        Go to UU_Q06

UU_Q05_2Y
For the second largest inheritance received:
What year was it received?

UU_Q05_2A
What was the amount?

UU_Q05_3
Have you received any other inheritance?

  • 1 Yes
        Go to UU_Q05_3Y
  • 2 No
  • DK, RF
        Go to UU_Q06

UU_Q05_3Y
For the third largest inheritance received:
What year was it received?

UU_Q05_3A
What was the amount?

UU_Q05_4
Have you received any other inheritance?

  • 1 Yes
        Go to UU_Q05_4Y
  • 2 No
  • DK, RF
        Go to UU_Q06

UU_Q05_4Y
For the fourth largest inheritance received:
What year was it received?

UU_Q05_4A
What was the amount?

UU_Q05_5
Have you received any other inheritance?

  • 1 Yes
        Go to UU_Q05_5Y
  • 2 No
  • DK, RF
        Go to UU_Q06

UU_Q05_5Y
For the fifth largest inheritance received:
What year was it received?

UU_Q05_5A
What was the amount?

UU_Q06
In 2011, did you (or anyone in your family) give any amounts for living expenses to any family member(s) outside your household?

Do not include alimony or child support.

  • 1 Yes
        Go to UU_Q07
  • 2 No
  • DK, RF
        Go to UU_Q08

UU_Q07
What was the total amount of this financial assistance paid for the year?

UU_Q08
In 2011, did you (or anyone in your family) receive any amounts for living expenses from any family member(s) outside your household?

Do not include alimony or child support.

  • 1 Yes
        Go to UU_Q09
  • 2 No
  • DK, RF
        Go to UU_END

UU_Q09
What was the total amount of this financial assistance received for the year?

 

Topical Index

(AD) Address
(AMB) Aboriginal
(ANC) Age
(CC) Activity limitations & health
(DATE) Date of birth
(DW) Dwelling Type
(EE) Current labour force characteristics
(EF) Economic Family
(EHG1) Education Highest Degree
(HH) Previous employer pension plans
(IMN) Immigration
(IP) Pension plan benefits - in pay
(JJ) Retirement
(KK) Behaviours and attitudes
(LAN) Language
(LL) Principal residence
(MEF) Multiple Economic Families
(MMB) Other real estate / property
(MSNC) Marital Status
(NATP) North American Telephone
(NB) Cars and other vehicles
(OO) Financial assets
(PP) Other assets
(QQ) Debts
(RR) Student Loans
(SEX) Sex
(SS) Businesses - Incorporated and unincorporated
(TPI) Total Personal Income
(UU) Other factors affecting family financial position

Date modified: