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Retired, Self-Employed, or Commissioned? Banks Still Don’t Get You

If you’re retired, self-employed, or paid by commission, you’ve probably heard some version of this lately:
January 26, 2026 by
Retired, Self-Employed, or Commissioned? Banks Still Don’t Get You
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“Your income doesn’t qualify.”

“Come back with two more years of tax returns.”

“We can’t make an exception.”

Here’s the uncomfortable truth 👇

It’s not that you can’t afford the mortgage — it’s that banks don’t know how to underwrite you anymore.

The Banking System Wasn’t Built for You

Canadian mortgage rules were designed for one borrower type:

  • salaried

  • predictable paycheques

  • T4 income

  • 9–5 employment

That world is disappearing fast.

Today’s reality?

  • Retirees living off investments

  • Business owners optimizing taxes

  • Realtors, sales professionals, and contractors paid on commission

  • Incorporated professionals paying themselves strategically

Banks call this “risk.”

In reality, it’s rigid underwriting.

Why Banks Say “No” (Even When You’re Strong)

Let’s break down the disconnect.

1. Retired ≠ Unemployed

Banks still treat retirement like a red flag.

Even if you have:

  • significant home equity

  • investment income

  • pensions or dividends

If it doesn’t fit neatly into their software, it doesn’t count.

2. Self-Employed ≠ Unstable

Most self-employed Canadians intentionally reduce taxable income.

Banks see:

  • lower net income

  • write-offs

  • retained earnings they don’t credit

What they don’t see?

The actual strength of your balance sheet.

3. Commissioned Income ≠ Risky

Commission income fluctuates — but that doesn’t mean it’s unreliable.

Banks average, haircut, or discount it aggressively, often ignoring:

  • long earning history

  • industry demand

  • assets and equity backing the loan

The Result? Qualified Homeowners Get Boxed Out

We see it every week:

  • mortgage renewals denied

  • HELOCs frozen

  • refinances blocked

  • opportunities lost

Not because borrowers are weak — but because the bank model is outdated.

How Private Mortgages Look at This Differently

Private lenders underwrite reality, not templates.

Instead of obsessing over T4s, they focus on:

  • property value

  • equity position

  • location and marketability

  • exit strategy

Income still matters — but it’s contextual, not absolute.

If you own real estate with strong equity, you’re not “unbankable.”

You’re just misunderstood by banks.

This Is Where Borrowers Win Back Control

For retirees, self-employed borrowers, and commissioned professionals, private mortgages are often used to:

  • refinance at renewal

  • consolidate debt

  • unlock equity

  • bridge timing gaps

  • restructure cash flow

The goal isn’t permanent private financing.

The goal is flexibility, speed, and control.

The Bottom Line

Banks didn’t evolve — borrowers did.

If your financial life doesn’t look like a spreadsheet from 1998, stop forcing it into one.

Your income may be unconventional.

Your equity isn’t.

That difference matters.

Thinking the bank doesn’t “get” your situation?

That’s not a dead end — it’s a signal to look at better options.

Private mortgage solutions exist specifically for people like you — and they’re becoming the norm, not the exception.

www.lendworth.ca