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FHSA Investment Options: What You Can (and Cannot) Hold

Updated

An FHSA follows the same qualified investment rules as a TFSA and RRSP. You can hold stocks, ETFs, bonds, GICs, mutual funds, and cash — but not real estate directly, cryptocurrency, or most private company shares. What matters most is choosing the right type of investment for your purchase timeline.

For the account rules around those choices, read this with the main FHSA guide, the provider comparison in best FHSA accounts, the time-horizon modelling in FHSA calculator, and the allocation-order decision in FHSA vs TFSA vs RRSP. If your plans change, the next page to compare is what happens to your FHSA if you never buy a home.

Eligible investments

Investment TypeExamplesNotes
Canadian stocksBCE, Royal Bank, Shopify (TSX)Eligible if listed on a designated exchange
US and international stocksApple, Tesla (NYSE/NASDAQ)Eligible; US dividends may face 15% withholding
Canadian-listed ETFsXEQT, VEQT, XIC, ZAGMost popular growth and balanced ETFs
US-listed ETFsVTI, VOO, BNDEligible; US dividend withholding may apply
Bonds (government and corporate)Federal, provincial, investment-grade corporateEligible
Bond ETFsZAG, XBB, VABEligible
GICsFrom chartered banks and credit unionsMust be from an eligible institution
Mutual fundsMost Canadian mutual fundsCheck with institution
High-interest savings accounts (HISA)EQ Bank, Oaken, SimpliiOffered as specific FHSA-registered products
Money market fundsAvailable through brokeragesEligible
Bitcoin ETFs (Canadian exchange)BTCC.B, FBTC (TSX-listed)Eligible because they trade on TSX

Non-eligible investments

Investment TypeExamplesWhy Not Eligible
Cryptocurrency (direct)Bitcoin, Ethereum, SolanaNot listed on designated exchanges
Real estate (direct)Rental property, REITs via private structuresProperty itself is not a qualified investment
Private company sharesMost startups and private holdingsNot listed on a designated exchange
Gold or silver bullion (direct)Physical gold bars or coinsNot a qualified investment
Commodity futures contractsDirectly held futuresNot qualified
Leveraged or inverse ETFsHXDM.U, some inverse productsTechnically eligible (exchange-listed) but high-risk; confirm with institution
Foreign accounts or investmentsInternational accountsFHSA must be held at a Canadian institution

Penalty for holding non-qualified investments: The fair market value is included as income in the year it was acquired, plus a 50% tax on income or gains while held. Remove disqualified assets promptly.

Strategy by purchase timeline

The FHSA exists to buy a home. Choose investments that match when you expect to buy.

Years to PurchaseRisk ToleranceSuggested Approach
1 year or lessVery lowHISA, 1-year GIC ladder
1–2 yearsLow1–2 year GICs, short-term bond ETF (e.g., ZMMK)
2–4 yearsLow-moderate60% bonds / 40% equities, or balanced ETF (e.g., XBAL)
4–7 yearsModerateAll-equity ETF (e.g., XEQT, VEQT)
7+ yearsModerate-highAll-equity ETF with growth focus (e.g., XEQT)

Important: Unlike a TFSA, you cannot re-contribute if you withdraw from an FHSA for a home purchase. Your contribution room disappears permanently on withdrawal. A loss close to purchase time sets back your entire down payment — do not take on unnecessary risk in the final 1–2 years.

Worked example: building toward a home purchase

Scenario: Patricia opens her FHSA in January 2026 at age 27. She plans to buy a home in 7–8 years. She contributes $8,000 per year.

Year 1–5: growth phase

YearContributionBalance (7% annual growth)Investment
2026$8,000$8,560XEQT
2027$8,000$17,759XEQT
2028$8,000$27,602XEQT
2029$8,000$38,134XEQT
2030$8,000$49,403XEQT

Year 6–7: shift to capital preservation

YearContributionBalanceInvestment
2031$0 (lifetime max reached)Shift to 60/40 balanced
2032Target withdrawal yearGICs and HISA for final year

Patricia’s $40,000 in contributions could grow to approximately $47,000–$52,000 over 7 years in an all-equity ETF, depending on market returns.

FHSA vs TFSA vs RRSP: what to hold where

Each account has different rules around withdrawals and tax treatment that affect which investments make the most sense inside each one.

AccountBest InvestmentsWhy
FHSAGrowth ETFs (long timeline) or GICs/HISA (short timeline)Tax-free growth; must be used for home — match to timeline
TFSAGrowth ETFs, US stocksTax-free growth; flexible withdrawal, so can take on long-term risk
RRSPForeign equities (esp. US)US dividends exempt from 15% withholding under Canada-US tax treaty in RRSP; not in FHSA or TFSA

Note on US dividends: In an RRSP, the Canada-US tax treaty waives the 15% US withholding on dividends. This treaty protection does not apply to FHSA or TFSA. If you hold US dividend-paying stocks in your FHSA, 15% withholding still applies even though the withdrawal is tax-free in Canada. For this reason, holding growth-focused (not dividend-focused) US ETFs or dividend-free Canadian assets in an FHSA is slightly more efficient.

Top ETF options for an FHSA

Long timeline (5+ years to purchase)

ETFMERWhat It Holds
XEQT (iShares Core Equity)0.20%100% global equity; ~45% Canada, ~30% US, ~25% Intl
VEQT (Vanguard All-Equity)0.24%100% global equity; ~30% Canada, ~40% US, ~30% Intl
ZEQT (BMO All-Equity)0.20%100% global equity; similar to XEQT

Moderate timeline (3–5 years)

ETFAllocationMER
XBAL (iShares Balanced)60% equity / 40% bond0.20%
VBAL (Vanguard Balanced)60% equity / 40% bond0.25%
ZBAL (BMO Balanced)60% equity / 40% bond0.20%

Short timeline (1–2 years)

OptionTypical RateNotes
1-year GIC (e.g., EQ Bank, Oaken)3.5–5.0%Locked; buy to mature before purchase
HISA (registered inside FHSA)3.0–4.5%Flexible, slightly lower rate
ZMMK (BMO Money Market ETF)~overnight rateLiquid, very low volatility

Opening at a discount brokerage vs bank

Provider TypeOptions AvailableCommission
Discount brokerage (Questrade, Wealthsimple Trade)Full range of ETFs, stocks, GICs$0–$4.95/trade (varies)
Robo-advisor (Wealthsimple Invest, Questwealth)Automatic rebalanced ETF portfolios0.25–0.50% annual fee
Big bank branchOften limited to bank’s own mutual fundsTypically no commissions; higher MER on funds

For most investors, a discount brokerage holding a simple one-ticket ETF (XEQT or VEQT) is the lowest-cost, highest-diversification approach.