Skip to main content

Options vs Stocks in Canada (Comparison Guide)

Updated

Options vs Stocks at a Glance

FeatureStocksOptions
OwnershipOwn a share of the companyOwn the right to buy/sell at set price
CostFull share pricePremium only (fraction of share price)
UpsideUnlimitedAmplified (leverage)
DownsideCan lose entire investment (rare for blue chips)Can lose 100% of premium (common)
DividendsYes — receive dividendsNo — options don’t pay dividends
Time decayNo expirationValue erodes as expiration approaches
ComplexityLow — buy and holdHigh — strike price, expiry, Greeks
Best forLong-term wealth buildingSpeculation, hedging, income generation

How Stock Options Work

Call Options

A call option gives you the right to buy a stock at a specific price (strike price) by a specific date (expiration).

ExampleDetails
Stock: Royal Bank (RY)Current price: $150
Buy 1 call optionStrike price: $155, expiry: 3 months
Premium paid$3.50 per share ($350 total for 1 contract of 100 shares)
If RY goes to $165Option worth $10, profit = $650 (186% return)
If RY stays at $150Option expires worthless, loss = $350 (100%)

Put Options

A put option gives you the right to sell a stock at a specific price by a specific date.

ExampleDetails
Stock: Shopify (SHOP)Current price: $100
Buy 1 put optionStrike price: $95, expiry: 3 months
Premium paid$4.00 per share ($400 total)
If SHOP drops to $80Option worth $15, profit = $1,100 (275% return)
If SHOP stays above $95Option expires worthless, loss = $400 (100%)

Risk Comparison

ScenarioStock ($10,000 invested)Options ($10,000 in premiums)
Stock rises 20%Gain: $2,000 (20%)Gain: $10,000–30,000+ (100–300%)
Stock rises 5%Gain: $500 (5%)Loss: $2,000–5,000 (time decay eats gains)
Stock flatNo changeLoss: $5,000–10,000 (premiums expire)
Stock drops 10%Loss: $1,000 (10%)Loss: $10,000 (100% of premiums)
Stock drops 30%Loss: $3,000 (30%)Loss: $10,000 (100% of premiums)

Canadian Options Market

ExchangeWhat TradesKey Details
Montréal Exchange (MX)Canadian stock and index optionsPrimary Canadian options exchange
US exchanges (CBOE, etc.)US stock and index optionsAccessible via Canadian brokerages

Canadian Brokerages That Offer Options

BrokerageCanadian OptionsUS OptionsCommission
Interactive Brokers$1.00/contract
Questrade$9.95 + $1/contract
TD Direct Investing$9.99 + $1.25/contract
RBC Direct Investing$9.95 + $1.25/contract
CIBC Investor’s Edge$6.95 + $1.25/contract
WealthsimpleN/A
NBDB$0 + $1.25/contract

Common Options Strategies

StrategyRisk LevelDescriptionBest For
Buying callsHighBet stock goes upBullish speculation
Buying putsHighBet stock goes downBearish speculation, portfolio insurance
Covered callsLow-moderateOwn stock, sell calls for incomeIncome generation on stocks you own
Protective putsLowOwn stock, buy puts as insuranceDownside protection
Cash-secured putsModerateSell puts on stock you want to buyBuying stocks at a discount
Iron condorModerateSell both call and put spreadsProfiting from low volatility

Tax Treatment in Canada

AspectStocksOptions
Capital gains50% inclusion rate50% inclusion rate (for most buyers)
LossesCan offset capital gainsCan offset capital gains
TFSA/RRSP eligibleYes — stocks and ETFsLimited — must be qualified, covered calls allowed
Business income riskRare for buy-and-holdFrequent traders may be taxed as business income (100%)
Options premium (seller)N/AIncome when option expires, capital gain/loss if exercised

Who Should Trade Options?

Investor TypeStocksOptions
Beginner✅ Start here❌ Too complex
Long-term buy-and-hold✅ Core strategy❌ Unnecessary
Income investor with large portfolio✅ Dividend stocks✅ Covered calls for extra income
Experienced trader✅ Core holdings✅ Hedging and speculation
Speculator❌ Too slow✅ Leveraged bets

Frequently asked questions

Are options taxed differently than stocks in Canada? Yes. Stock gains are taxed as capital gains (50% inclusion rate for individuals). Options are treated as either capital gains or income depending on whether you are a trader or investor — CRA may treat frequent options trading as business income (100% inclusion). Options in registered accounts (TFSA, RRSP) grow tax-free, but CRA restricts certain high-risk options strategies in registered accounts.

Can you lose more than your investment with options? With long options (buying calls or puts), your maximum loss is limited to the premium paid. With written (short) options, especially naked calls, losses are theoretically unlimited. This is why margin accounts are required for options writing, and why beginners should focus only on covered strategies (e.g., covered calls on stocks you own).

Are options available in a TFSA in Canada? Yes, some brokers allow limited options strategies in TFSAs. Covered calls (writing calls on underlying stock you hold) are generally permitted. Naked options, spreads, and complex strategies may not be available in registered accounts. Questrade and Interactive Brokers are among the brokers that support TFSA options.