The First Home Savings Plan — wiseandfaithful.ca
Wise and Faithful · wiseandfaithful.ca

The First Home
Savings Plan

A step-by-step guide to the FHSA, HBP, and TFSA for Canadian first-time buyers. Built-in savings calculator, 12-month pre-purchase checklist, and the tithe question most homebuying guides ignore.

4 PartsThe full system
Built-in CalculatorYour numbers, your timeline
Checklist12 months to closing
Part 1

The Canadian First-Home Toolkit

Canada gives first-time buyers three powerful savings vehicles. Most people know about one. Using all three correctly — in the right order — can save tens of thousands of dollars. Here's what each one actually is.

Open your FHSA today if you haven't already. FHSA contribution room only begins accumulating from the year you open the account. Every year it sits unopened is $8,000 of room you can never get back. You can open it with as little as $1 — just get it open.

Which account should I prioritize?

Your SituationRecommended Approach
Haven't opened FHSA yetOpen it today — do this before anything else
Income under $55,000FHSA + TFSA (RRSP tax deduction adds less value at lower incomes)
Income $55K–$100KFHSA first, then split between RRSP and TFSA
Income over $100KFHSA first, then maximize RRSP (the deduction is significant)
Purchase in under 2 yearsFHSA + TFSA (RRSP HBP requires 90-day holding period)
Purchase in 3–7 yearsFHSA → RRSP → TFSA in priority order
You and spouse both buyingBoth open FHSAs: $80K combined FHSA + $120K HBP = $200K total

CMHC Insurance — Know the Thresholds

Less than 20% down payment requires CMHC mortgage insurance — a premium added to your mortgage balance, not paid upfront.

Down PaymentCMHC PremiumOn a $600K Purchase
5–9.99%4.00% of mortgage~$22,800 added to mortgage
10–14.99%3.10% of mortgage~$16,650 added to mortgage
15–19.99%2.80% of mortgage~$13,440 added to mortgage
20%+None$0
The Stress Test: Canadian lenders qualify mortgages at the greater of 5.25% or your contract rate + 2%. If your rate is 5.5%, you'll be stress-tested at 7.5%. This affects how much you can borrow — run your numbers at contract rate + 2% to know your real ceiling.
Part 2

Your Savings Plan

Fill in your numbers. The calculator will show your monthly contribution target, projected balance at purchase, and estimated tax refund from FHSA contributions.

Your Homebuying Target
$
%
yrs
$
%
4–6% for a conservative portfolio over 3–7 years.
$
Down Payment Target
$120,000
Monthly FHSA Contribution
$0
FHSA Balance at Purchase
$0
Est. Tax Refund (Total)
$0
Gap (from TFSA/Savings)
$0
Combining FHSA + HBP
up to $100K/person

Year-by-Year FHSA Projection

YearAnnual ContributionCumulative SavedBalance (with growth)Annual Tax Refund
Enter your details above to generate your projection.

Your Savings Commitment

Part 3

12-Month Pre-Purchase Checklist

Work through this in sequence. Each phase builds on the last. Don't skip the early phases to get to the exciting ones — the groundwork is where deals are won or lost.

12 Months Out
  • Open FHSA (if not already — do this regardless of when you plan to buy)
  • Check your credit score — free via Borrowell or Credit Karma. Minimum 680 for best rates; 720+ for best terms
  • Pull your credit report — look for errors (common and correctable)
  • Emergency fund fully funded — do not deplete this for your down payment
  • Consumer debt plan in place — lenders look at TDS ratio (total debt service)
  • Initial pre-approval conversation with a mortgage broker (broker vs. bank — see note below)
  • Research neighbourhoods that fit your criteria and budget honestly
Broker vs. Bank: A mortgage broker shops your application to multiple lenders and is compensated by the lender, not you. This typically gets you a better rate than going directly to your own bank. Get a broker referral from a trusted friend or your real estate agent — not a random Google search.
6 Months Out
  • Formal mortgage pre-approval with your broker — get a rate hold (usually 90–120 days)
  • Write your homebuying list: must-have vs. nice-to-have. Be ruthlessly honest about what you actually need
  • Calculate true cost of homeownership: mortgage + property tax + utilities + maintenance (~1–2% of home value/year)
  • Research real estate agents — get referrals, check reviews, interview at least two
  • Start attending open houses — even if not ready to offer. Learn the market
  • Understand closing costs: land transfer tax (Ontario: 0.5–2.5%), legal fees (~$1,500–2,500), title insurance (~$300), home inspection (~$500)
3 Months Out
  • Real estate agent engaged — signed buyer representation agreement
  • Home inspector identified (get referrals — not a name from the listing agent)
  • Real estate lawyer identified — get a referral and confirm availability
  • Down payment in safe, liquid accounts — not in investments. Market timing risk is real when you have a purchase date
  • FHSA withdrawal process understood — contact your financial institution, review CRA Form RC725
  • Moving costs estimated and budgeted
  • Insurance quotes obtained — you need proof of home insurance before closing
Offer & Closing
  • Do not waive your financing condition — this protects you if the mortgage falls through
  • Do not waive your home inspection — in most situations this is not worth the risk saved
  • FHSA withdrawal form submitted to financial institution (allow processing time)
  • HBP withdrawal (CRA T1028) completed if using RRSP — confirm 90-day holding rule is met
  • Lawyer retainer paid; review Statement of Adjustments carefully
  • Cashable GIC or HISA confirmed — all funds accessible on closing date
  • Utilities transfer arranged for closing date
  • Final walkthrough completed before closing
Part 4

The Tithe Question

Most homebuying guides don't include this section. This one does. If you're a Christian saving aggressively for a house, this question will come up. Better to think through it now than mid-purchase.

The tension is real: a 20% down payment on a $600,000 home is $120,000. If you're earning $85,000 and saving $1,500/month, that's a 6.7-year runway — longer if prices rise. Meanwhile, 10% giving on $85,000 is $8,500/year. The math can make giving feel like the biggest obstacle to ownership.

It's worth thinking through your position before the pressure of a purchase timeline forces the decision for you.

Option 1 — Maintain giving through the saving period

If your purchase is 4+ years away, this is almost always the right call. Your giving practice is more valuable than a marginally faster path to ownership. The discipline of continuing to give while building toward a big goal is formative — it shapes the kind of owner you'll become.

Option 2 — Defined, temporary reduction with a written restoration date

If the purchase is 1–2 years away and you're in a genuinely tight margin season, a time-bounded, written reduction is honest and intentional. Not ideal — but far better than an indefinite drift away from giving. Write the date. Hold to it. Tell someone.

Option 3 — Pray about it

This isn't a cop-out. If your giving and your homebuying feel genuinely in tension, that tension deserves to be brought to God before it's resolved by circumstance. Some men hear something specific. Most find that clarity comes in the asking.

The house is not a financial sanctuary. It's a tool for your family and your community. Don't sacrifice generosity permanently to get there faster — you'll own the house, but you'll have lost something harder to rebuild.