A Simple Guide to Fixed, Variable, and Adjustable-Rate Mortgages

With mortgage rates fluctuating over the past few years, choosing the right mortgage can feel overwhelming. Whether you're a first-time homebuyer or considering refinancing, understanding the differences between fixed-rate, variable-rate, and adjustable-rate mortgages (ARMs) can help you make a confident decision.

In this guide, we’ll break down each mortgage type, their benefits, and who they’re best suited for.


Fixed-Rate Mortgages: Stability and Predictability

A fixed-rate mortgage is one of the most popular choices among homebuyers. According to a 2024 survey by Mortgage Professionals Canada, 75% of borrowers chose a fixed-rate mortgage.

How It Works

With a fixed-rate mortgage, your interest rate remains the same for the entire term—whether it’s 1, 3, or 5 years. This means your monthly principal and interest payments won’t change, making budgeting easier.

Who Should Consider It?

✅ Homeowners who prefer stability and predictability
✅ Those planning to stay in their home for the full term
✅ Borrowers who expect interest rates to rise

Key Benefits

✔️ Consistent monthly payments—no surprises
✔️ Protection from rising interest rates
✔️ Peace of mind for long-term financial planning

Things to Consider

Higher starting rates than variable or adjustable options
Less flexibility if interest rates drop during your term
Potentially high prepayment penalties if you break the mortgage early


Variable-Rate Mortgages: Savings with Some Risk

A variable-rate mortgage (VRM) comes with an interest rate that fluctuates based on your lender’s prime rate, which is directly influenced by the Bank of Canada’s policy rate.

How It Works

  • If interest rates drop, more of your payment goes toward the principal, helping you pay off your mortgage faster.
  • If interest rates rise, more of your payment covers interest, reducing the portion going toward your principal.

Some variable-rate mortgages have fixed payments (where the interest-to-principal ratio changes), while others have adjustable payments (where the payment amount fluctuates).

Who Should Consider It?

✅ Homebuyers who believe interest rates may decrease
✅ Borrowers comfortable with some level of financial risk
✅ Those considering selling or refinancing before the term ends

Key Benefits

✔️ Historically lower rates than fixed-rate mortgages
✔️ Potential savings if rates decrease over time
✔️ Lower prepayment penalties if you break your mortgage early

Things to Consider

Monthly payments could increase if rates rise
❌ Requires a higher risk tolerance


Adjustable-Rate Mortgages (ARMs): Flexibility with Fluctuating Payments

Not all Canadian lenders offer adjustable-rate mortgages (ARMs), but banks and some Mortgage Finance Companies do.

How It Works

Unlike a VRM, an ARM adjusts both your interest rate and your monthly payment whenever the lender’s prime rate changes—meaning your payments fluctuate immediately, typically within 30 days of a rate change.

Who Should Consider It?

✅ Borrowers looking for lower initial rates
✅ Homebuyers who can manage fluctuating payments
✅ Those considering selling or refinancing before their term ends

Key Benefits

✔️ Typically lower starting rates than fixed or variable mortgages
✔️ Opportunity for savings when rates are low
✔️ Predictable prepayment penalties

Things to Consider

Payments can increase significantly if interest rates rise
Harder to budget due to fluctuating monthly costs


Which Mortgage Type is Right for You?

Choosing between a fixed, variable, or adjustable-rate mortgage depends on your financial goals, risk tolerance, and long-term plans.

✔️ If you want stability and predictable payments, a fixed-rate mortgage is the safest option.
✔️ If you’re comfortable with some risk and want the opportunity to save, a variable-rate mortgage might be a better fit.
✔️ If you’re looking for lower initial payments and are okay with payment fluctuations, an adjustable-rate mortgage could work for you.