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Before You Buy a House in Canada: Financial Checklist

Updated

Short Answer

Buying a house is the largest financial transaction most Canadians make. This checklist covers what to verify before you make an offer, not just before you close.

Down Payment Readiness

Home price Minimum down payment CMHC insurance required?
Up to $500,000 5% Yes
$500,001–$999,999 5% on first $500K + 10% on remainder Yes
$1,000,000+ 20% No (not eligible for insured mortgage)

Beyond the minimum, check where your funds are coming from:

Source Rule
Personal savings No restrictions
RRSP (Home Buyers’ Plan) Up to $60,000 per person; must have been in RRSP 90+ days; repay over 15 years
FHSA Entire balance; tax-free; no repayment required
Gift from family Lenders require a signed gift letter confirming no repayment expected
LOC or borrowed funds Cannot be used as down payment for insured mortgage

Mortgage Qualification Check

Before engaging a lender, understand what you can realistically borrow:

Rule of thumb Guideline
Gross Debt Service (GDS) ratio Housing costs should not exceed 32–39% of gross monthly income
Total Debt Service (TDS) ratio All debt payments should not exceed 44% of gross monthly income
Stress test rate Qualify at your rate + 2% or 5.25%, whichever is higher

Example: On a household income of $130,000, most lenders will approve a mortgage of approximately $650,000–$750,000 at current rates, after stress testing. Run your numbers with an online mortgage calculator before assuming a budget.

Credit Score Check

Score range Likely outcome
760+ Best rates, full product access
720–759 Good rates, full product access
680–719 Standard rates, most lenders
620–679 May qualify, limited options, higher rates
Below 620 Typically requires B-lender or private lender

Pull your credit report free at Equifax.ca and TransUnion.ca before applying. Dispute any errors — they can take 30–60 days to correct.

Closing Costs Budget

Cost Typical range
Land transfer tax (provincial) 0.5%–2.5% of purchase price
Land transfer tax (Toronto city — additional) Up to 2%
Legal fees $1,500–$2,500
Title insurance $200–$400
Home inspection $400–$600
Property tax adjustment at closing Depends on timing
Moving costs $1,000–$5,000+
CMHC insurance premium (if applicable) 2.8%–4% of mortgage, added to balance

First-time buyers may qualify for federal and provincial first-time home buyer rebates on land transfer tax. Confirm your eligibility before closing.

Ongoing Ownership Costs Often Underestimated

Cost Annual estimate
Property tax $3,000–$10,000+ depending on municipality
Home insurance $1,200–$3,000/year
Maintenance and repairs 1%–2% of home value per year
Condo fees (if applicable) $300–$1,500/month
Utilities (if not included in condo) $200–$500/month

The 1% rule: budget 1% of your home’s value annually for maintenance. On a $750,000 home, that is $7,500 per year — far more than most first-time buyers expect.

Property Due Diligence

Check Why it matters
Home inspection Identifies structural, mechanical, and safety issues
Condo status certificate Reveals reserve fund health, special assessments, pending litigation
Survey or title search Confirms boundaries, encumbrances, easements
Zoning and permitted uses Especially if you plan renovations or a secondary suite
Insurance availability Some properties are difficult to insure (older knob-and-tube wiring, oil tanks, location)
Permit history Verify any additions or renovations were permitted

For condos: a reserve fund below 70% funded can mean upcoming special assessments (surprise lump-sum charges to all unit owners).

Government Programs Available

Program Benefit
First Home Savings Account (FHSA) Up to $40,000 tax-deductible contributions; withdrawals tax-free for first home
Home Buyers’ Plan (HBP) Withdraw up to $60,000 from RRSP; repay over 15 years
First-Time Home Buyer Tax Credit $10,000 credit on your return = $1,500 federal tax reduction
GST/HST New Housing Rebate Partial rebate on GST/HST for new construction under threshold
Provincial first-time buyer rebates Land transfer tax rebates vary by province

Before You Make an Offer: Checklist

  • Down payment source confirmed and accessible (including 90-day RRSP seasoning if using HBP)
  • Mortgage pre-approval in hand with confirmed rate hold
  • Credit report pulled and errors corrected
  • Total closing costs budgeted (1.5%–4% of purchase price)
  • Monthly carrying costs calculated including property tax, insurance, maintenance, and utilities
  • Home inspection condition included in offer (do not waive unless you accept full risk)
  • For condos: status certificate reviewed before waiving conditions
  • Government programs (FHSA, HBP, first-time buyer credit) confirmed and available

Bottom Line

Most Canadians focus only on the down payment and mortgage payment. The checklist above captures the full picture — closing costs, ongoing ownership costs, credit readiness, and property due diligence — that determines whether a purchase is sustainable long term.