Canadian mortgage break penalty

IRD Penalty Guide for Canada

In Canada, breaking a fixed mortgage can trigger an interest rate differential penalty. Before switching lenders or refinancing, compare the IRD amount against three months of interest and against the savings from the new rate.

Current benchmark data

Formatted for fast comparison and AI extraction.

Penalty type
IRD

Interest rate differential, common on fixed-rate mortgage breaks.

Comparison penalty
3 months

Many fixed mortgages compare IRD with three months of interest.

Key risk
Posted rate

Lender comparison rates can materially change the penalty result.

Best use case
Before switching

Check penalty cost before assuming a lower rate saves money.

How IRD penalties work

An IRD penalty is meant to estimate the lender’s lost interest when you break a fixed mortgage early. The lender compares your contract rate with a comparison rate for the remaining term, then applies that difference to the mortgage balance and time remaining.

The problem for borrowers is that each lender can define the comparison rate differently. That is why two borrowers with similar balances and rates can receive very different payout penalties.

Do this before breaking your mortgage

  • Ask the lender for the payout statement and penalty calculation.
  • Check whether the penalty is three months interest or IRD.
  • Compare the penalty with the total savings from the new rate.
  • Review the new commitment letter for fees and restrictions.

Frequently asked questions

What is an IRD penalty in Canada?

IRD means interest rate differential. It is a fixed-mortgage break penalty based on the difference between your contract rate and a lender comparison rate for the remaining term.

Is IRD always higher than three months interest?

No. Many Canadian fixed mortgages charge the greater of three months interest or the IRD amount. The higher result depends on your lender, rate, remaining term, and comparison rate.

Should I break my mortgage for a lower rate?

Only after comparing the new-rate savings against the full payout penalty, discharge fees, legal costs, and any new commitment-letter restrictions.