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For informational purposes only. Not financial, legal, or professional advice. Consult a licensed mortgage professional before making decisions. See full disclaimer

FAQ Library
Strategy•Verified 2026-02-18

What about switching mortgages to a FRFI at renewal?

OSFI has updated its guidelines regarding 'straight switches' of uninsured mortgages between FRFIs to boost competition.

Key Points

  • A simple mortgage switch means moving your existing uninsured mortgage to a new lender without increasing the amount you owe or changing your payment schedule.

  • Your new lender will evaluate your mortgage application carefully, just like when you first got your mortgage, to make sure you can afford it.

  • Lenders will look closely at your income and debts to ensure you can comfortably manage your mortgage payments, even if interest rates rise.

Need a Deeper Breakdown?

Read the full research guide this FAQ was derived from for more context and strategy.

Technical Research Verification

Our systems synchronized 3 data points and regulatory frameworks to verify this technical brief.

Read the deeper guide · Strategy

Private Mortgage Exit Strategies in Canada: How to Transition to a Bank Mortgage in 2026

Related Questions

How does the stress test differ for fixed vs. variable in 2026?

Both are stress-tested at the higher of the benchmark (5.25%) or the contract rate + 2%.

Why are 3-year fixed rates dominating the 2026 market?

Borrowers are hesitant to lock in for 5 years at current levels, but find 1-2 year rates too expensive.

Fixed vs. Variable Comparison Table

Fixed locks a 5-year rate with IRD penalty risk; variable floats with prime and typically caps break fees at 3 months interest.

What is the 'IRD' penalty risk for 5-year fixed borrowers?

The Interest Rate Differential (IRD) can cost tens of thousands if you break a fixed mortgage when market rates have dropped.

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For example, OSFI now exempts uninsured mortgage straight switches from the prescribed MQR (minimum qualifying rate). Here's a quick look at an example:

FeatureOriginal MortgageNew Mortgage (Straight Switch)ChangeNotes
Lender TypeFRFIFRFIN/AMust be a switch between federally regulated financial institutions.
Insurance StatusUninsuredUninsuredN/AThis exemption only applies to uninsured mortgages.
Amortization Period25 yearsNo IncreaseNoThe remaining contractual mortgage amortization period cannot increase.
Loan Amount$500,000No IncreaseNoThe loan amount cannot increase during the switch.
Minimum Qualifying RatePreviously RequiredExemptYesThe new institution is not required to apply the prescribed MQR.