Treadstone Associates
Case File № 126 · Self-Employed Income

Reading a quiet year in context

an industrial contractor's plant-cycle averaging in Saguenay

An industrial maintenance contractor's income tracks the region's plant-turnaround schedule, and a lender that qualified on the most recent quiet year alone declined the refinance. Averaging the full two-year contract cycle brought TDS from 47.5% to 35.3%.

QuebecRefinance · ConventionalFiled August 7, 20265 min read
47.5%

TDS on the quiet year alone — declined

35.3%

TDS on the two-year average — approved

39/44

the GDS / TDS convention most lenders apply

Anonymized illustration. The borrowers, dollar figures, and rates in this file are an illustrative composite — no real client is identifiable, and any rate shown is illustrative, not a quote. The rules are real: every regulatory figure is cited to its source in the Sources section, and the math computes exactly as shown.

№ 01

The client

A contractor in the Saguenay area doing maintenance work tied to the region's industrial plants — work that spikes during a scheduled turnaround and quiets down between them — wanted to refinance $430,000, above the average new mortgage amount in Canada, and consolidate a renovation loan. A spouse's T4 income helped, but the contractor's most recent tax year happened to fall in a quiet stretch between contracts.

Borrowers

One T4-salaried spouse, one industrial contractor

Plant-maintenance and turnaround work

T4 income

$51,000 / year

$4,250 per month

T1 net income, Year 1

$115,000

A scheduled plant turnaround year

T1 net income, Year 2

$47,000

Quiet year between contracts, most recent

Refinance

$430,000 mortgage

Property tax $260/mo; heat estimate $120/mo

Purpose

Consolidate a renovation loan

Consolidated payment $520/mo

The contractor's two-year contract cycle, in raw T1 net income:

T1 net business incomeAmount
Year 1 (scheduled plant turnaround)$115,000
Year 2 (quiet year, most recent)$47,000
Two-year average$81,000
№ 02

The problem

Industrial maintenance work in this region runs on the plants' own maintenance schedules — a scheduled turnaround brings a surge of contract work, and the intervening years are quieter by design, not by decline. The lender's file qualified on the most recent T1 alone: a quiet year, taken with no context from the turnaround year before it.

The single-year arithmetic

  • Income used: $4,250/mo (T4) + $3,917/mo (quiet year only) = $8,167/mo
  • Liabilities: mortgage payment at the qualifying rate + property tax + heat + the renovation-loan consolidation payment
  • TDS: 47.5% — against a 44% ceiling. Declined.

A signed contract for the next scheduled turnaround was already in hand, confirming the quiet year was a normal trough between contracts rather than a shrinking business. The file was hard only because the underwriter had one data point where the contract cycle called for two.

№ 03

The numbers

This is a conventional refinance consolidating a renovation loan, so 39% GDS / 44% TDS is the working convention rather than an insurer-mandated ceiling.

The refinanceAmount
Refinance mortgage amount$430,000
Contract rate — 5-year fixed (illustrative, not a quote)4.89%
Minimum qualifying rate — greater of contract + 2% and 5.25%6.89%
Rate & paymentsFigure
Monthly P&I at the qualifying rate — the ratios run on this$2,983
Monthly P&I at the contract rate — what they actually pay$2,474

Quiet year alone vs. the two-year cycle average

Income treatmentQuiet year aloneTwo-year average
Contractor income, annual$47,000$81,000
Contractor income, monthly$3,917$6,750
Combined with the $4,250/mo T4 income$8,167$11,000
GDS41.2%30.6%
TDS vs. the 44% convention47.5%  ✗35.3%  ✓

The two-year average clears both ratios with substantial room — GDS from 41.2% to 30.6%, TDS from a declined 47.5% to an approved 35.3%.

№ 04

The solution

A courtier hypothécaire licensed by the Autorité des marchés financiers (AMF) rebuilt the income picture around the plant-maintenance contract cycle.

First, secured the prior turnaround year's return. The quiet year hadn't been unusual to the borrower at all — it was simply the gap between contracts — but the lender's file had never asked for the year before it.

Second, moved the file to a lender that applies the standard two-year average when a single year looks unusable on its own. A contract-cycle business is exactly the case this convention exists for.

Third, added the forward-looking evidence an underwriter would want. A signed contract for the next scheduled turnaround supported that the cycle was continuing, not ending.

Two years of T1 Generals with Statement of Business Activities
Signed contract for the next scheduled plant turnaround
Two years of Notices of Assessment for both borrowers
Letter of employment for the T4 spouse
Renovation loan statement being consolidated into the refinance

With the contract cycle documented and the average properly applied, the file cleared underwriting cleanly.

№ 05

The outcome

Approved and funded as a conventional refinance at the qualifying rate of 6.89%, 25-year amortization, 5-year fixed term, with the renovation loan folded into the new balance.

As a refinance, this file involved no Quebec transfer duty (welcome tax); closing costs were limited to notarial fees and standard registration charges.

№ 06

What to take from this file

  • 01A contract-cycle business needs its cycle recognized, not just its most recent tax return. A scheduled quiet year between contracts is not the same as a declining business.
  • 02A signed forward contract is strong supporting evidence. It shows the cycle continues rather than trails off.
  • 03The ratios run at the qualifying rate, not the contract rate. This file qualifies at 6.89% and pays at 4.89% — a $509-a-month gap.
  • 04A refinance carries no transfer-tax event. In Quebec that means no welcome-tax line to budget for at all, unlike on a purchase.

Sources

Every regulatory figure in this file traces to one of these primary sources. Client details and anything that varies by lender are illustrative, as flagged below.

Illustrative in this file — lender-specific, not rules:

  • 4.89% contract rate — rates move daily; not a quote.
  • two-year averaging convention — each lender sets its own policy on how many years to average for a contract-cycle business.

Authority & provenance

How this case file was built

We publish the origin, the verification method and the reviewer for every case file, so you can judge how far to trust it before you rely on it with a client.

Where it comes from

Derived from files handled by Treadstone’s fulfillment desk and from scenarios contributed by partner brokerages. Names, employers, exact amounts and dates are changed so no client or file is identifiable.

Provenance: Composite — a pattern seen repeatedly on fulfilled files, not a single transaction.

What is verified

Every regulatory figure traces to a primary source listed above and was checked against it on the date shown. The arithmetic is recomputed by machine on every rebuild.

Anything that varies by lender is labelled illustrative rather than stated as a rule.

Who reviewed it

Reviewed for Canadian regulatory accuracy before publication, and re-checked whenever a cited rule changes.

Reviewed by: Nicholas Parson, Treadstone Associates — reviews every case file before publication.

First published 7 August 2026Rules last verified 7 August 2026Next scheduled review 7 February 2027

This case file is professional reference material for licensed mortgage professionals. It is not advice to a borrower, and it is not a lender commitment. Insurer rules, qualifying rates and provincial taxes change — confirm the current position with the insurer, regulator or lender before you rely on any figure here in a live file.

Treadstone fulfillment

Files like this are daily work for our desk.

Document collection, ratio math under multiple treatments, lender placement notes, and submission-ready packaging — for Canadian mortgage brokers who would rather be in front of clients.