Private lending in Ontario refers to lending arrangements between individuals or non-institutional lenders and borrowers, typically secured by real property (a private mortgage) or documented by a promissory note (unsecured or secured by personal property). While banks and credit unions are the most common sources of real estate financing, private lenders play an important role in bridging financing, second mortgages, and situations where borrowers cannot qualify for conventional institutional financing. This guide covers the key legal requirements that private lenders and borrowers in Ontario must understand.
MBLAA: The Licensing Requirement and Key Exception
Ontario's Mortgage Brokerages, Lenders and Administrators Act, 2006 (MBLAA) regulates the mortgage brokerage and lending industry in the province. Generally, anyone who carries on business as a mortgage lender must be licensed under the MBLAA. However, the MBLAA contains an important licensing exception for private individuals:
- A private individual who lends their own money, secured by a mortgage on real property, does not need a MBLAA licence as long as they are not carrying on business as a mortgage lender (i.e., they are not regularly and systematically making mortgage loans as a commercial activity).
- A corporation or investor who regularly makes mortgage loans would likely need to be licensed.
- Using a licensed mortgage broker to arrange a private mortgage is common and is recommended — the broker is required to ensure that disclosure and other MBLAA requirements are met.
The distinction between a private individual lender and one carrying on a "mortgage lending business" is fact-specific and depends on the frequency and nature of the lending activity. When in doubt, consult with an Ontario mortgage lawyer.
Criminal Code Section 347: The 60% Rate Cap
One of the most important and frequently misunderstood rules in Canadian lending law is section 347 of the Criminal Code of Canada, which makes it a criminal offence to enter into an agreement or arrangement to receive interest at a criminal rate. A "criminal rate" is defined as an effective annual rate of interest that exceeds 60%.
Critically, this criminal rate cap applies to all lenders in Canada — banks, credit unions, payday lenders, and private individual lenders alike. There are no exceptions for "business loans" above a certain amount or for sophisticated borrowers. If the effective annual interest rate on any loan — including all fees, charges, and costs that constitute "interest" under the Code — exceeds 60% per year, both the lender and the borrower commit an offence.
Land Titles Act Registration of Private Mortgages
In Ontario, real property is governed by the Land Titles Act, RSO 1990, c L.5. A private mortgage on Ontario real estate must be registered on title under the Land Titles Act to be effective against third parties — including subsequent mortgagees and purchasers. The key steps for registering a private mortgage in Ontario are:
- The mortgage instrument must be prepared in a form acceptable for registration in the Ontario Land Registry (using the province's standard charge form or a paper document).
- The mortgage must be signed and witnessed according to the requirements of the Land Titles Act.
- The mortgage is registered electronically through the Teraview land registration system — this requires the services of a licensed Ontario lawyer or paralegal.
- Once registered, the mortgage appears on title and provides notice to all parties of the lender's security interest in the property.
An unregistered private mortgage is still valid between the lender and borrower (as a contractual obligation) but provides no priority protection against subsequent registered mortgages or purchasers who have no notice of the unregistered mortgage.
Priority: Land Titles Registration vs. PPSA
Priority between competing secured creditors on Ontario real estate is determined by registration priority under the Land Titles Act — the first registered mortgage generally has priority over subsequently registered mortgages. A first private mortgage (if registered first) has priority over a subsequent conventional institutional mortgage.
For personal property security (equipment, inventory, accounts receivable, vehicles — not land), priority is determined under Ontario's Personal Property Security Act, RSO 1990, c P.10 (PPSA). A secured lender taking a security interest in personal property must register a financing statement under the PPSA to protect their priority against other creditors. A private lender who provides a loan secured only by personal property (not real estate) should register under the PPSA as well as documenting the security agreement.
Power of Sale vs. Foreclosure in Ontario
When a borrower defaults on a mortgage in Ontario, the lender has two primary remedies:
- Power of Sale: The most common remedy in Ontario. The lender sells the mortgaged property as an agent for the mortgagor (borrower) and applies the proceeds first to the mortgage debt (including interest, fees, and costs) with any surplus going to the borrower. The lender is not required to obtain a court order to exercise a power of sale — it is a self-help remedy with prescribed notice requirements. The lender must give 35 days' written notice of the exercise of the power of sale after the default, and the sale must be conducted at fair market value (the lender has a duty of care to the borrower in the sale process).
- Foreclosure: A court proceeding in which the lender extinguishes the borrower's equity of redemption and takes title to the property absolutely. Foreclosure eliminates any surplus but also eliminates the borrower's right of redemption. Foreclosure is less common in Ontario than power of sale because it requires a court proceeding and the borrower has an extended right to redeem the mortgage even after the proceeding begins.
Required Disclosure for Private Mortgages
Private mortgage lenders and borrowers in Ontario may have mandatory disclosure obligations depending on how the mortgage is arranged:
- If a licensed mortgage broker or agent is involved in arranging the private mortgage, the broker must provide both the lender and borrower with a disclosure document before they commit to the transaction — setting out the terms of the mortgage, the broker's compensation, and material risks.
- The Cost of Borrowing (Mortgage) Regulations under the MBLAA require disclosure of the effective annual interest rate (APR), the total cost of the loan, and payment information.
- Even where no broker is involved, best practice is to document the loan fully in writing (promissory note and mortgage), have both parties independently reviewed by a lawyer, and disclose all fees, charges, and costs upfront so the borrower understands the full cost of borrowing.
Promissory Note vs. Mortgage: The Distinction
A promissory note and a mortgage are two distinct documents that often work together in a private lending transaction:
- Promissory note: A written promise by the borrower to repay a specified amount of money to the lender under defined terms (interest rate, payment schedule, maturity date, default consequences). A promissory note is a personal obligation of the borrower — it is enforced against the borrower personally (through a court judgment and collection process). An unsecured promissory note gives the lender no claim against specific property of the borrower.
- Mortgage: A security instrument that grants the lender a charge (legal interest) in the borrower's real property as security for the loan. The mortgage is enforced through the property — specifically, through power of sale or foreclosure. A mortgage without an underlying personal covenant (promissory note or similar) means the lender can only look to the property, not to the borrower personally.
In Ontario, a private mortgage transaction should include both a promissory note (establishing the personal debt obligation) and a registered mortgage (establishing the security interest in the land). Together, they give the lender both a personal claim against the borrower and a secured claim against the property.