Skip to main content
Glossary
Mortgage

Variable Rate Mortgage

A mortgage where the interest rate fluctuates with the lender's prime rate, which tracks the Bank of Canada's overnight policy rate. When the Bank of Canada raises or lowers its rate, your lender's prime rate adjusts accordingly, and so does the interest portion of your mortgage payment. There are two types: an adjustable rate mortgage changes your actual payment amount when rates move, while a variable rate mortgage with fixed payments keeps your payment the same but shifts the principal-to-interest ratio.

Why It Matters

Variable rates have historically saved borrowers money approximately 80 to 90 percent of the time over the past several decades. The savings come from starting at a lower rate than fixed options. However, the 2022 to 2023 rate hike cycle was a reminder that variable rates carry real risk -- the Bank of Canada raised its policy rate from 0.25 percent to 5.00 percent in under two years, catching many borrowers off guard. The right choice depends on your financial cushion, time horizon, and tolerance for uncertainty.

Real-World Example

You take a $600,000 mortgage at variable rate of 4.50 percent (prime minus 1.20). Your monthly payment is approximately $3,317. If the Bank of Canada raises rates by 1 percent, your payment increases to roughly $3,634 -- an extra $317 per month. If rates drop 1 percent instead, your payment falls to approximately $3,006, saving you $311 monthly. One major advantage: if you need to break the mortgage early, the penalty is just three months of interest (roughly $5,625 on a $500,000 balance), compared to a fixed rate penalty that can exceed $20,000.

Ontario & GTA Context

Ontario borrowers subject to the federal stress test must qualify at the higher of 5.25 percent or their contracted rate plus 2 percent, regardless of choosing variable or fixed. This means your maximum borrowing amount is the same either way. Many Ontario buyers work with mortgage brokers who can compare variable rate offerings across major banks, credit unions, and monoline lenders to find the best prime rate discount for their situation.

Common Questions

Can I switch from variable to fixed during my term?
Most lenders allow you to convert from variable to fixed at any time, but you will receive their current posted rate for the remaining term -- typically higher than a discounted rate you would get by shopping around. Converting from fixed to variable generally requires breaking the mortgage and paying a penalty.
What is a trigger rate?
If you have a variable rate mortgage with fixed payments, the trigger rate is the point where your payment no longer covers the interest owing. Your lender will require you to increase your payment or make a lump-sum payment. This became a widespread issue during the 2022 to 2023 rate hike cycle.
Is variable always cheaper than fixed?
Not always. Historically variable has saved money about 80 to 90 percent of the time, but periods of rapid rate increases (like 2022 to 2023) can make variable significantly more expensive than fixed for that specific term. The gap between variable and fixed rates at the time of signing is a key factor in the decision.

Related Tools

Need Guidance?

Get a second opinion on your real estate situation. No pressure, no obligation.

The RAZZ Report

Market insights and practical advice delivered to your inbox.

Ask RAZZ

Your housing copilot

Try asking:

Ask me anything about buying, selling, or investing in real estate in the GTA. I will answer in plain English and point you to the right guides and resources.

For specific legal, tax, or mortgage advice, consult a qualified professional.