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Reverse mortgage

Reverse mortgage estimator

CHIP-style reverse mortgages let homeowners 55+ tap home equity without monthly payments. Interest compounds onto the balance — see the long-run impact.

Your scenario

Result

Funds available now
$495,000
Loan-to-value cap
45.00%
Future balance
$1,154,660
Equity remaining
$0

No regular payments — interest compounds. The lender is repaid when you sell, move out, or pass on. Estimate only; actual terms vary by lender.

What a reverse mortgage actually is in Canada

A reverse mortgage is a loan secured against your home that lets homeowners aged 55+ tap home equity without making monthly payments. The two providers in Canada — HomeEquity Bank (CHIP) and Equitable Bank — both work the same way: interest compounds onto the balance, and the loan is repaid when you sell, move out, or pass away.

How much you can borrow

The maximum loan-to-value depends primarily on the youngest borrower's age, then on home value, location, and home type. Typical caps:

  • Age 55–59: ~25% of home value
  • Age 60–64: ~33%
  • Age 65–69: ~40%
  • Age 70–74: ~45%
  • Age 75–79: ~52%
  • Age 80+: ~55%

Major Canadian cities and detached homes tend to push the LTV higher within these ranges; rural condos pull it lower.

The compounding trap — and the cap

Because no payments are made, interest is added to the loan balance every month. At a typical 8.5% rate, a $300,000 reverse mortgage balloons to roughly $680,000 after 10 years and $1.5 million after 20. The legal protection: by law, you (or your estate) can never owe more than the home is worth at the time of repayment — called the no negative equity guarantee.

When a reverse mortgage makes sense

  • You want to age in place but cash flow is tight (fixed-income retirement)
  • You'd rather not sell the family home or downsize
  • You need a lump sum for a renovation, medical cost, or to help a child buy
  • You have substantial equity but limited investments to draw on

When it doesn't

  • You plan to move within 3–5 years (closing costs + setup fees take that long to amortize)
  • You could refinance into a regular HELOC instead (lower rate, more flexibility — see HELOC calculator)
  • Leaving the home to heirs is a high priority and compounding will consume most of the equity
  • You qualify for a regular mortgage and could service the payments

Costs to budget for

  • Setup / appraisal: $1,500–$2,500
  • Independent legal advice (required): $400–$700
  • Higher interest rate than a regular mortgage — typically 1–3% above conventional rates
  • Discharge fee at exit: $300–$600 (waived in some cases)

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