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Moneymatters Powered by Canadian Financial Monitor 2021 Variables List MoneyMatters powered by Canadian Financial Monitor 2021 Variables list Order Variable Description Category CONSUMPTION 1 CBASHHD Households Basics 2 CFMBNK001 Banking - Total Retail Banks Banking 3 CFMBNK002 Banking - Type - Credit Union or ATB (Alberta) Banking 4 CFMBNK003 Banking - Type - Big Five (BMO, Scotiabank, CIBC, RBC, TD) Banking 5 CFMBNK004 Banking - Type - Direct (Branchless) Banking 6 CFMBNK005 Banking - Type - Other Banks Banking 7 CFMBNK006 Banking - Institution - BMO Bank of Montreal Banking 8 CFMBNK007 Banking - Institution - CIBC Banking 9 CFMBNK008 Banking - Institution - National Bank of Canada (!) Banking 10 CFMBNK009 Banking - Institution - RBC Royal Bank Banking 11 CFMBNK010 Banking - Institution - Scotiabank/Bank of Nova Scotia Banking 12 CFMBNK011 Banking - Institution - TD Canada Trust Banking 13 CFMBNK012 Banking - Institution - Any Desjardins Caisse Populaire/Credit Union Banking 14 CFMBNK013 Banking - Institution - Simplii Banking 15 CFMBNK014 Banking Activities - Method - Replace ABM/debit card - With someone in branch Banking 16 CFMBNK015 Banking Activities - Method - Replace ABM/debit card - Over the phone Banking 17 CFMBNK016 Banking Activities - Method - Replace ABM/debit card - Web banking on laptop/desktop Banking 18 CFMBNK017 Banking Activities - Method - Get financial advice - With someone in branch Banking 19 CFMBNK018 Banking Activities - Method - Get financial advice - Over the phone Banking 20 CFMBNK019 Banking Activities - Method - Get financial advice - Web banking on laptop/desktop Banking 21 CFMBNK020 Banking Activities - Method - Resolve issue with chequing account - With someone in branch Banking 22 CFMBNK021 Banking Activities - Method - Resolve issue with chequing account - Over the phone Banking 23 CFMBNK022 Banking Activities - Method - Resolve issue with chequing account - Web banking on laptop/desktop Banking 24 CFMBNK023 Banking Activities - Method - Transfer funds - With someone in branch Banking 25 CFMBNK024 Banking Activities - Method - Transfer funds - At ABM (!) Banking 26 CFMBNK025 Banking Activities - Method - Transfer funds - Over the phone (!) Banking 27 CFMBNK026 Banking Activities - Method - Transfer funds - Web banking on laptop/desktop Banking 28 CFMBNK027 Banking Activities - Method - Transfer funds - Web banking on mobile device Banking 29 CFMBNK028 Banking Activities - Method - Transfer funds - Mobile app on mobile device Banking 30 CFMBNK029 Banking Activities - Method - Deposit a paper cheque - With someone in branch Banking 31 CFMBNK030 Banking Activities - Method - Deposit a paper cheque - At ABM Banking 32 CFMBNK031 Banking Activities - Method - Open another account with MFI - With someone in branch Banking 33 CFMBNK032 Banking Activities - Method - Open another account with MFI - Over the phone Banking 34 CFMBNK033 Banking Activities - Method - Open another account with MFI - Web banking on laptop/desktop Banking 35 CFMBNK034 Banking Activities - Method - Open another account with MFI - Web banking on mobile device (!) Banking 36 CFMBNK035 Banking Activities - Method - Open another account with MFI - Mobile app on mobile device (!) Banking 37 CFMBNK036 Banking Activities - Method - Check account balances - With someone in branch (!) Banking 38 CFMBNK037 Banking Activities - Method - Check account balances - At ABM (!) Banking 39 CFMBNK038 Banking Activities - Method - Check account balances - Over the phone (!) Banking 40 CFMBNK039 Banking Activities - Method - Check account balances - Web banking on laptop/desktop Banking 41 CFMBNK040 Banking Activities - Method - Check account balances - Web banking on mobile device Banking 42 CFMBNK041 Banking Activities - Method - Check account balances - Mobile app on mobile device Banking 43 CFMBNK043 Major Financial Institution - Frequency - Visit a branch - Not in the last year Banking 44 CFMBNK044 Major Financial Institution - Frequency - Visit a branch - Less than once a month Banking 45 CFMBNK045 Major Financial Institution - Frequency - Visit a branch - Once or twice a month Banking 46 CFMBNK046 Major Financial Institution - Frequency - Visit a branch - About once a week or more Banking 47 CFMBNK047 Major Financial Institution - Frequency - Speak with the bank by phone - Not in the last year Banking 48 CFMBNK048 Major Financial Institution - Frequency - Speak with the bank by phone - Less than once a month Banking 49 CFMBNK049 Major Financial Institution - Frequency - Speak with the bank by phone - Once or twice a month or more Banking 50 CFMBNK050 Major Financial Institution - Frequency - Use automated phone banking - Not in the last year Banking 51 CFMBNK051 Major Financial Institution - Frequency - Use automated phone banking - Less than once a month Banking 52 CFMBNK052 Major Financial Institution - Frequency - Use automated phone banking - Once or twice a month Banking 53 CFMBNK053 Major Financial Institution - Frequency - Use automated phone banking - About once a week or more Banking 54 CFMBNK054 Major Financial Institution - Frequency - Write a cheque - Not in the last year Banking 55 CFMBNK055 Major Financial Institution - Frequency - Write a cheque - Less than once a month Banking 56 CFMBNK056 Major Financial Institution - Frequency - Write a cheque - Once or twice a month Banking 57 CFMBNK057 Major Financial Institution - Frequency - Write a cheque - About once a week or more (!) Banking 58 CFMBNK588 Branchless Banks - Attitude - No chequing account with branchless bank - Strongly Disagree Banking 59 CFMBNK058 Branchless Banks - Attitude - No chequing account with branchless bank - Disagree Banking 60 CFMBNK059 Branchless Banks - Attitude - No chequing account with branchless bank - Neutral Banking 61 CFMBNK060 Branchless Banks - Attitude - No chequing account with branchless bank - Agree Banking 62 CFMBNK600 Branchless Banks - Attitude - No chequing account with branchless bank - Strongly Agree Banking 63 CFMBNK611 Branchless Banks - Attitude - Hard to deposit and access fund - Strongly Disagree Banking 64 CFMBNK061 Branchless Banks - Attitude - Hard to deposit and access fund - Disagree Banking 65 CFMBNK062 Branchless Banks - Attitude - Hard to deposit and access fund - Neutral Banking 66 CFMBNK063 Branchless Banks - Attitude - Hard to deposit and access fund - Agree Banking 67 CFMBNK633 Branchless Banks - Attitude - Hard to deposit and access fund - Strongly Agree Banking 68 CFMBNK644 Branchless Banks - Attitude - Branchless bank feels less legit - Strongly Disagree Banking 69 CFMBNK064 Branchless Banks - Attitude - Branchless bank feels less legit - Disagree Banking 70 CFMBNK065 Branchless Banks - Attitude - Branchless bank feels less legit - Neutral Banking 71 CFMBNK066 Branchless Banks - Attitude - Branchless bank feels less legit - Agree Banking 72 CFMBNK666 Branchless Banks - Attitude - Branchless bank feels less legit - Strongly Agree Banking 73 CFMBNK677 Branchless Banks - Attitude - Get better service at branch - Strongly Disagree Banking 74 CFMBNK067 Branchless Banks - Attitude - Get better service at branch - Disagree Banking 75 CFMBNK068 Branchless Banks - Attitude - Get better service at branch - Neutral Banking 76 CFMBNK069 Branchless Banks - Attitude - Get better service at branch - Agree Banking 77 CFMBNK699 Branchless Banks - Attitude - Get better service at branch - Strongly Agree Banking 78 CFMBNK700 Branchless Banks - Attitude - Limit use of branch to avoid fee - Strongly Disagree Banking 79 CFMBNK070 Branchless Banks - Attitude - Limit use of branch to avoid fee - Disagree Banking 80 CFMBNK071 Branchless Banks - Attitude - Limit use of branch to avoid fee - Neutral Banking 81 CFMBNK072 Branchless Banks - Attitude - Limit use of branch to avoid fee - Agree Banking 82 CFMBNK722 Branchless Banks - Attitude - Limit use of branch to avoid fee - Strongly Agree Banking 83 CFMBNK733 Branchless Banks - Attitude - Branch nearby is not important - Strongly Disagree Banking 84 CFMBNK073 Branchless Banks - Attitude - Branch nearby is not important - Disagree Banking ©2021 Environics Analytics Page 1 of 14 www.environicsanalytics.com MoneyMatters powered by Canadian Financial Monitor 2021 Variables list Order Variable Description Category CONSUMPTION 85 CFMBNK074 Branchless Banks - Attitude - Branch nearby is not important - Neutral Banking 86 CFMBNK075 Branchless Banks - Attitude - Branch nearby is not important - Agree Banking 87 CFMBNK755 Branchless Banks - Attitude - Branch nearby is not important - Strongly Agree Banking 88 CFMBNK766 Branchless Banks - Attitude - Avoid going to branch - Strongly Disagree Banking 89 CFMBNK076 Branchless Banks - Attitude - Avoid going to branch - Disagree Banking 90 CFMBNK077 Branchless Banks - Attitude - Avoid going to branch - Neutral Banking 91 CFMBNK078 Branchless Banks - Attitude - Avoid going to branch - Agree Banking 92 CFMBNK788 Branchless Banks - Attitude - Avoid going to branch - Strongly Agree Banking 93 CFMCQ001 Chequing Account - # of Accounts - 1 Chequing Account 94 CFMCQ002 Chequing Account - # of Accounts - 2 Chequing Account 95 CFMCQ003 Chequing Account - # of Accounts - 3 or more Chequing Account 96 CFMCQ004I Chequing Account - 1+ Account - Incidence Chequing Account 97 CFMCQ005C Chequing Account - 1+ Account - Consumption (#) Chequing Account Chequing Account 98 CFMCQ006I Chequing Account - $1+ Balance - Incidence Chequing Account 99 CFMCQ007C Chequing Account - $1+ Balance - Consumption ($) Chequing Account Dollars 100 CFMCQ008 Chequing Account - Balance - $1 - $499 Chequing Account 101 CFMCQ009 Chequing Account - Balance
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