MoneyMatters 2020 Variables List Order Variable ID Variable Description Category 0 CODE Code Geography 0 GEO Geographic Summarization Indicator Geography 1 CBASHHD Total Households Basics 2 CFM0001B Teller - Used [Pst Mth] - Banking Channel Channel Preference 3 CFM0002B Teller - Used for Day to Day Banking [Pst Mth] - Banking Channel Channel Preference 4 CFM0003B Teller - Used to Make Investment [Pst Mth] - Banking Channel Channel Preference 5 CFM0004B Teller - Used [Pst Mth] - BMO Bank of Montreal - Banking Channel Channel Preference 6 CFM0005B Teller - Used [Pst Mth] - CIBC - Banking Channel Channel Preference 7 CFM0006B Teller - Used [Pst Mth] - RBC Royal Bank - Banking Channel Channel Preference 8 CFM0007B Teller - Used [Pst Mth] - Scotiabank - Banking Channel Channel Preference 9 CFM0008B Teller - Used [Pst Mth] - TD Canada Trust - Banking Channel Channel Preference 10 CFM0010B Telephone - Used for Day to Day Banking [Pst Mth] - Banking Channel Channel Preference 11 CFM0011B Telephone - Used for Investment Management [Pst Mth] - Banking Channel (!) Channel Preference 12 CFM0013B Internet - Used for Day to Day Banking [Pst Mth] - Banking Channel Channel Preference 13 CFM0014B Internet - Used for Investment Management [Pst Mth] - Banking Channel Channel Preference 14 CFM0009B Telephone - Used [Pst Mth] - Banking Channel Channel Preference 15 CFM0012B Internet - Used [Pst Mth] - Banking Channel Channel Preference 16 CFM0015B Internet - Used [Pst Mth] - BMO Bank of Montreal - Banking Channel Channel Preference 17 CFM0016B Internet - Used [Pst Mth] - CIBC - Banking Channel Channel Preference 18 CFM0017B Internet - Used [Pst Mth] - RBC Royal Bank of Canada - Banking Channel Channel Preference 19 CFM0018B Internet - Used [Pst Mth] - Scotiabank - Banking Channel Channel Preference 20 CFM0019B Internet - Used [Pst Mth] - TD Canada Trust - Banking Channel Channel Preference 21 CFM0026B Mobile - Used [Pst Mth] - Banking Channel Channel Preference 22 CFM0020B ABM - Used [Pst Mth] - Banking Channel Channel Preference 23 CFM0021B ABM - Used [Pst Mth] - BMO Bank of Montreal - Banking Channel Channel Preference 24 CFM0022B ABM - Used [Pst Mth] - CIBC - Banking Channel Channel Preference 25 CFM0023B ABM - Used [Pst Mth] - RBC Royal Bank of Canada - Banking Channel Channel Preference 26 CFM0024B ABM - Used [Pst Mth] - Scotiabank - Banking Channel Channel Preference 27 CFM0025B ABM - Used [Pst Mth] - TD Canada Trust - Banking Channel Channel Preference 28 CFM0027C 1+ - Bank Account (Cons - #) Banking 29 CFM0027I 1+ - Bank Account Banking 30 CFM0037C $1+ - Balance - BMO Bank of Montreal - Bank Account (Cons - $) Banking 31 CFM0037I $1+ - Balance - BMO Bank of Montreal - Bank Account Banking 32 CFM0038C $1+ - Balance - CIBC - Bank Account (Cons - $) Banking 33 CFM0038I $1+ - Balance - CIBC - Bank Account Banking 34 CFM0039C $1+ - Balance - Tangerine - Bank Account (Cons - $) Banking 35 CFM0039I $1+ - Balance - Tangerine - Bank Account Banking 36 CFM0040C $1+ - Balance - National Bank of Canada - Bank Account (Cons - $) Banking 37 CFM0040I $1+ - Balance - National Bank of Canada - Bank Account Banking 38 CFM0041C $1+ - Balance - PC Financial - Bank Account (Cons - $) Banking 39 CFM0041I $1+ - Balance - PC Financial - Bank Account Banking 40 CFM0042C $1+ - Balance - RBC Royal Bank of Canada - Bank Account (Cons - $) Banking 41 CFM0042I $1+ - Balance - RBC Royal Bank of Canada - Bank Account Banking 42 CFM0043B $0.01 to $2000.00 - Balance - RBC Royal Bank of Canada - Bank Account Banking 43 CFM0044B $2000.01 to $4000.00 - Balance - RBC Royal Bank of Canada - Bank Account (!) Banking 44 CFM0045B $4000.01 to $10000.00 - Balance - RBC Royal Bank of Canada - Bank Account Banking 45 CFM0046B $10000.01+ - Balance - RBC Royal Bank of Canada - Bank Account Banking 46 CFM0047C $1+ - Balance - Scotiabank - Bank Account (Cons - $) Banking 47 CFM0047I $1+ - Balance - Scotiabank - Bank Account Banking 48 CFM0048C $1+ - Balance - TD Canada Trust - Bank Account (Cons - $) Banking 49 CFM0048I $1+ - Balance - TD Canada Trust - Bank Account Banking 50 CFM0049B $0.01 to $2000.00 - Balance - TD Canada Trust - Bank Account Banking 51 CFM0050B $2000.01 to $4000.00 - Balance - TD Canada Trust - Bank Account (!) Banking 52 CFM0051B $4000.01 to $10000.00 - Balance - TD Canada Trust - Bank Account Banking 53 CFM0052B $10000.01+ - Balance - TD Canada Trust - Bank Account Banking 54 CFM0053C $1+ - Balance - Any Community Credit Union - Bank Account (Cons - $) (!) Banking 55 CFM0053I $1+ - Balance - Any Community Credit Union - Bank Account (!) Banking 56 CFM0054C $1+ - Balance - Any Desjardins/Caisse Populaire - Bank Account (Cons - $) Banking 57 CFM0054I $1+ - Balance - Any Desjardins/Caisse Populaire - Bank Account Banking 58 CFM0056C $1+ - Balance - Other Credit Union - Bank Account (Cons - $) Banking 59 CFM0056I $1+ - Balance - Other Credit Union - Bank Account Banking 60 CFM0055C $1+ - Balance - Other Bank - Bank Account (Cons - $) Banking ©2020 Environics Analytics Page 1 of 34 www.environicsanalytics.com Order Variable ID Variable Description Category 61 CFM0055I $1+ - Balance - Other Bank - Bank Account Banking 62 CFM0063C $1+ - Balance - Credit Unions and Caisse Populaires (1 or more) - Bank Account (Cons - $) Banking 63 CFM0063I $1+ - Balance - Credit Unions and Caisse Populaires (1 or more) - Bank Account Banking 64 CFM0064B $0.01 to $2000.00 - Balance - Credit Unions and Caisse Populaires (1 or more) - Bank Account Banking 65 CFM0065B $2000.01 to $4000.00 - Balance - Credit Unions and Caisse Populaires (1 or more) - Bank Account (!) Banking 66 CFM0066B $4000.01 to $10000.00 - Balance - Credit Unions and Caisse Populaires (1 or more) - Bank Account Banking 67 CFM0067B $10000.01+ - Balance - Credit Unions and Caisse Populaires (1 or more) - Bank Account Banking 68 CFM0068C $1+ - Balance - Credit Unions (1 or more) - Bank Account (Cons - $) Banking 69 CFM0068I $1+ - Balance - Credit Unions (1 or more) - Bank Account Banking 70 CFM0069C $1+ - Balance - Direct Banks (1 or more) - Bank Account (Cons - $) Banking 71 CFM0069I $1+ - Balance - Direct Banks (1 or more) - Bank Account Banking 72 CFM0057C $1+ - Balance - Alternate Financial Institutions (1 or more) - Bank Account (Cons - $) Banking 73 CFM0057I $1+ - Balance - Alternate Financial Institutions (1 or more) - Bank Account Banking 74 CFM0058C $1+ - Balance - Big 5 Financial Institutions (1 or more) - Bank Account (Cons - $) Banking 75 CFM0058I $1+ - Balance - Big 5 Financial Institutions (1 or more) - Bank Account Banking 76 CFM0059B $0.01 to $2000.00 - Balance - Big 5 Financial Institutions (1 or more) - Bank Account Banking 77 CFM0060B $2000.01 to $4000.00 - Balance - Big 5 Financial Institutions (1 or more) - Bank Account Banking 78 CFM0061B $4000.01 to $10000.00 - Balance - Big 5 Financial Institutions (1 or more) - Bank Account Banking 79 CFM0062B $10000.01+ - Balance - Big 5 Financial Institutions (1 or more) - Bank Account Banking 80 CFM0070C $1+ - Balance - Major Credit Unions (1 or more) - Bank Account (Cons - $) Banking 81 CFM0070I $1+ - Balance - Major Credit Unions (1 or more) - Bank Account Banking 82 CFM0033C $1+ - Service Charge - Bank Account (Cons - $) Banking 83 CFM0033I $1+ - Service Charge - Bank Account Banking 84 CFM0034B $0.01 to $10.00 - Service Charge - Bank Account Banking 85 CFM0035B $10.01 to $15.00 - Service Charge - Bank Account Banking 86 CFM0036B $15.01+ - Service Charge - Bank Account Banking 87 CFM0028C $1+ - Balance - Bank Account (Cons - $) Banking 88 CFM0028I $1+ - Balance - Bank Account Banking 89 CFM0029B $0.01 to $2000.00 - Balance - Bank Account Banking 90 CFM0030B $2000.01 to $4000.00 - Balance - Bank Account Banking 91 CFM0031B $4000.01 to $10000.00 - Balance - Bank Account Banking 92 CFM0032B $10000.01+ - Balance - Bank Account Banking 93 CFM0071C 1+ - Savings Account (Cons - #) Banking 94 CFM0071I 1+ - Savings Account Banking 95 CFM0077C $1+ - Balance - BMO Bank of Montreal - Savings Account (Cons - $) Banking 96 CFM0077I $1+ - Balance - BMO Bank of Montreal - Savings Account Banking 97 CFM0078C $1+ - Balance - CIBC - Savings Account (Cons - $) Banking 98 CFM0078I $1+ - Balance - CIBC - Savings Account Banking 99 CFM0079C $1+ - Balance - Tangerine - Savings Account (Cons - $) Banking 100 CFM0079I $1+ - Balance - Tangerine - Savings Account Banking 101 CFM0080C $1+ - Balance - RBC Royal Bank of Canada - Savings Account (Cons - $) Banking 102 CFM0080I $1+ - Balance - RBC Royal Bank of Canada - Savings Account Banking 103 CFM0081C $1+ - Balance - Scotiabank - Savings Account (Cons - $) Banking 104 CFM0081I $1+ - Balance - Scotiabank - Savings Account Banking 105 CFM0082C $1+ - Balance - TD Canada Trust - Savings Account (Cons - $) Banking 106 CFM0082I $1+ - Balance - TD Canada Trust - Savings Account Banking 107 CFM0088C $1+ - Balance - Credit Unions and Caisse Populaires (1 or more) - Savings Account (Cons - $) Banking 108 CFM0088I $1+ - Balance - Credit Unions and Caisse Populaires (1 or more) - Savings Account Banking 109 CFM0089C $1+ - Balance - Credit Unions (1 or more) - Savings Account (Cons - $) Banking 110 CFM0089I $1+ - Balance - Credit Unions (1 or more) - Savings Account Banking 111 CFM0090C $1+ - Balance - Direct Banks (1 or more) - Savings Account (Cons - $) Banking 112 CFM0090I $1+ - Balance - Direct Banks (1 or more) - Savings Account Banking 113 CFM0083C $1+ - Balance - Big 5 Financial Institutions (1 or more) - Savings Account (Cons - $) Banking 114 CFM0083I $1+ - Balance - Big 5 Financial Institutions (1 or more) - Savings Account Banking 115