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CanadaTorontoOSC / CSACAD

TSX Stock Loans in Canada

Stock loans (securities-backed financing) against shares listed on Toronto Stock Exchange (TSX) — for family offices, founders and controlling shareholders.

01 · Process
How it works

From enquiry to funding.

StageWhat happensTiming
01Confidential enquiryThe holding and the objective, shared under NDA through a secure channel.Day one
02Indicative termsStructure, sizing and indicative pricing returned against the position.1–2 days
03Structuring & documentationKYC, share and market review; terms formalised under institutional documentation alongside your counsel.1–2 weeks
04Custody & fundingPledged shares held at a qualified custodian; collateral secured and proceeds released.On completion
02 · The Market
Americas

About Toronto Stock Exchange.

Toronto Stock Exchange is the principal cash-equity venue of Canada. Founded in 1852, it operates under the oversight of Canadian Securities Administrators (provincial commissions, principally the Ontario Securities Commission), and its leading benchmarks are S&P/TSX 60, S&P/TSX Composite. Listing standards are set out in the TSX Company Manual.

TSX at a glance:

Listed venueToronto Stock Exchange (TSX)
RegulatorCanadian Securities Administrators (provincial commissions, principally the Ontario Securities Commission)
CurrencyCAD
SettlementT+1
Disclosure threshold10%
Principal indicesS&P/TSX 60, S&P/TSX Composite

Canada’s principal senior listings venue, with a particular weighting to resources, financials, and energy. Cross-listing with US venues is common and creates structuring optionality for borrowers.

On the TSX specifically, eligibility turns on where the name sits in the market’s liquidity. S&P/TSX 60 and broader Composite constituents — concentrated in financials, energy, materials and other resource names — carry the free float and daily turnover that support the highest loan-to-value; TSX Venture juniors and thin small-caps are financed more selectively. Many senior names are interlisted on US venues, which deepens the pricing reference and adds structuring optionality on collateral and currency. Short selling is governed under UMIR, administered by CIRO, a useful read on which lines the market treats as liquid.

03 · Eligibility
For Institutional Positions

What qualifies on TSX.

TSX ranks among the deepest equity pools anywhere; eligibility turns on the stock itself — its free float, daily traded volume, and how concentrated the line is.

For any given TSX position, our review looks at: free float and daily traded volume against the size of the transaction; your status (controlling shareholder, director, substantial shareholder) and the disclosure that follows; the issuer’s sector and listing segment; and what the transaction must do (LTV, tenor, currency, recourse, custody).

04 · Disclosure
OSC / CSA

Framework cited on TSX.

The principal regulatory reference on TSX is Early Warning System under National Instrument 62-104. How it applies to any single transaction — reporting levels, step thresholds — turns on the underlying rules and national-law overlays, which we map against your contemplated transaction at the structuring stage alongside the counsel you appoint.

The citations above are public regulatory references, given for orientation only and not as legal advice. Take independent legal advice in the relevant jurisdiction for any specific transaction.

See the full process →

05 · FAQ
TSX · Stock Loans

What holders ask about TSX.

01Which TSX-listed shares qualify for a stock loan?
As a rule, the more liquid the name, the cleaner the facility. S&P/TSX 60 and Composite constituents in financials, energy and resources support the highest loan-to-value; TSX Venture juniors and thin small-caps are taken case by case. An interlisting in the United States can help. We quote indicative terms only after reviewing the specific line — its free float, daily turnover, and any lock-up, escrow or insider restriction.
02How much can I borrow against a TSX-listed holding?
The loan-to-value is set to the specific holding — free float, daily traded volume, volatility, and your regulatory standing. We quote indicative ratios only after reviewing the actual TSX position.
03Which TSX segments can I borrow against?
We look at each case across the segments Toronto Stock Exchange runs: TSX main board; TSX Venture Exchange (junior issuers). Higher tiers are usually simpler to structure, as free float and liquidity are deeper.
04What currency can the facility be drawn in?
The default is CAD, the listing currency. Cross-currency structures are common and readily arranged.
05What is the settlement cycle on TSX?
Equities listed on Toronto Stock Exchange generally settle on T+1. We align the pledge and the drawdown mechanics to that cycle.
06What is the disclosure threshold on TSX?
The principal level is 10%, under Early Warning System under National Instrument 62-104. Crossing it triggers a notification; we map the exact thresholds to your holding.
07How long does a TSX stock loan take to arrange?
Indicative terms within one to two business days of an enquiry, with documentation and funding usually inside about three weeks, depending on custody onboarding and the size of the line.
06 · Other Venues
Canada

Other venues.

United States · Brazil · Mexico · Chile

Canada overview →

A particular TSX holding to talk through?

Send a confidential enquiry, and a senior principal will reply within one business day.