This might be one of the easiest times I've had making final projections and an official call. It's on par with Alberta 2019 and BC 2020 in how confident I am of the winner. It'd take a monumental polling error tomorrow for Doug Ford not to get a majority.

This arrives at the end of what was a very boring campaign to follow and cover. Ford and the PC started in majority territory, dipped a tiny bit in the middle (like in 2018) and are ultimately finishing so strong that they could end up winning more seats than 4 years ago. It's pretty wild to write this when Ford was a complete disaster before Covid. Who would have thought that Ford would keep his Covid polling bump more than Trudeau? So let's take a look at the polls and the seat projections.

As always, remember that you can use the model yourself here and you can follow me on Twitter where I post a lot more updates (along with a lot of crap lol)

1. The polls

As previously mentioned, it was mostly boring. No massive swing or anything. The only entertainment came out of the daily Mainstreet numbers that were fluctuating too much (in typical 3-days rolling fashion). I seriously think rolling polls are useless and shouldn't exist. They experience wild fluctuations and drive the overall narrative way too much. Quasi unanimity of the polls towards the end, so much that you have to wonder if there isn't some herding by pollsters.

While the overall numbers were mostly stable (until the end), there were some movements in some regions. As you can see, the Liberals were gaining in Toronto and the GTA, the two regions they'd need to in order to make real gains. But it didn't last and the last minute trend is definitely favouring the PC. Online and IVR polls disagree on two regions: Toronto and the North. IVR polls have the Liberals clearly ahead in Toronto while the online polls have the PC essentially flat compared to 2018 and tied/slightly ahead of the Liberals. On the other hand, online polls have the PC with a much smaller lead over the NDP in the North. If online polls are correct, the PC will keep many of its seats in Toronto (maybe actually making gains) while falling short of gains in the North.

2. Seat projections

Here you go, the money shot.

Polling average; Seat projections with 95% confidence intervals; Chances of winning the most seats

Very little uncertainty. The chances of a PC majority are 98%!! It's not guaranteed but very close to it.

The map:

I know it's insane to see the OLP wiped out of the GTA and the PC sweeping it, but polls have given the PC a giant lead in the GTA. Leger, for instance (with a small sample, I admit), has the PC at 50% in the 905! 26 points ahead of the OLP. My guts tell me the NDP saves Brampton East but the model said otherwise. Doesn't make a big difference at the end, it's mostly symbolic.

Interactive (but slow) version here.

There obviously are many seats that are uncertain. For instance, the Green have a shot in Parry Sound -- Muskoka with a strong campaign, no Liberal candidate (bravo OLP) and the PC losing a long term incumbent. New Blue could split the right enough in some SW ridings (thinking of Cambridge where Belinda Karahalios, elected under the PC banner in 2018, is running for them). Hamilton East -- Stoney Creek could be interesting too with the former NDP MPP (long term) being kicked out of the party and running as an independent.

Overall though, there is just not a lot of uncertainty. What would it take for Ford not to win a majority? Well I posted such a scenario on Twitter the other day. Basically: polls overestimating the PC and the NDP/OLP having very efficient vote. That would mean the NDP concentrating their support around Niagara, Hamilton, Kitchener and Brampton as well as keeping the North. As for the OLP, they would need to overperform in the Peel region. Possible? Yes, but unlikely.

There are two uncertainties (beside the majority/minority thingy). First one is whether the NDP will win more seats than the OLP. My simulations say the odds are at 84%. Secondly, will the Liberals regain official party status (12 seats). Chances are at 85%. So  the Liberals should at least have that, although their leader, Steven Del Duca, is unlikely to win his own riding.

Finally, maybe the real uncertainty is the size of the majority. In a perfect storm, Ford could win close to 90 seats. In this scenario, he's keeping his Toronto seats and all of the GTA (even making gains thanks to the NDP being lower). He would also make significant gains in the North. Speaking of which, polls are clearly showing a re-alignment there with the NDP in sharp decline. They might not lose their seats (yet) thanks to the large majorities they had, but the trend is clear. We also observed such trend at the federal level. The NDP is slowly but surely losing its rural, working class support. It doesn't hurt the Ontario NDP as much because they at least win some seats in Toronto, something Jagmeet Singh has been spectacularly incapable of in two elections.

Here are the detailed projections:

Final Projections Ontario 2022 by bryanbreguet on Scribd

This Ontario election is turning out to be a real snooze fest. There is almost no movement in the polls. Whenever we think something is happening (OLP rising, etc), it gets cancelled out by the next 2-3 polls.

The result? Well, projections are super stable. The most noteworthy change of this update is the fact the Green are now projected to win a second seat in Parry Sound -- Muskoka. The lack of a Liberal candidate, the loss of a long term incumbent for the PC and the strong Green candidate are all adding up to the perfect condition for a stunning upset.

With one week to go, I don't really think there is any remaining uncertainty. If the progressive vote was to coalesce around one option, it'd have done so already. Sure they are a fair number of close races in Toronto and its suburbs (mostly PC vs OLP races) but even if the Liberals were to overperform there, Ford would likely still get his majority. Plus polls show that older voters, as well as those who are sure to vote, favour the PC more. That means the Conservatives could be underestimated.

So anyway, here are the projections

Polling average; Seat projections with 95% confidence intervals; Chances of winning the most seats

The map

The riding by riding projections

Ontario Proj May 25 by bryanbreguet on Scribd

Quick update to the projections after many new polls (Leger, Abacus, Mainstreet, Research Co.). We see a tightening of the race, although the PC is still virtually guaranteed to win the most seats. However, the chances of a majority are now down to 71%. Still good obviously but we are now getting to the point where a slight overperformance of the OLP in the GTA (or an underperformance of the PC) could cause a minority, in which case I suspect Del Duca would govern with the help of Horwath.

Polling average; Seats projections with 95% confidence intervals; Chances of winning the most seats

The North, which was once very promising for the PC has fully reverted back to the NDP. Toronto back to the Liberals and the NDP could well lose 2-3 of the DT seats very soon. The PC majority/minority will be decided in the GTA/905. As many as 12 close races where the PC is currently winning by less than 5%, most of them against the Liberals.

So, how could we end up with a minority? Well the OLP vote could just become very efficient and win those roughly 10 seats. The other solution would be for the OLP to 'brute force' it by simply getting closer to the PC province-wide. My estimates show that the PC majority is safe (i.e: over 50% chances of happening) as long as the PC keeps a lead of about 5.25 points over the OLP). It used to be that my estimates where that the PC could do it with a lead as small a 4-4.5. So we are definitely getting close to a too close to call territory. See below.

We'll see of the debate allowed Del Duca the pish he needs to bring Ford back below 62 seats. David Coletto from Abacus has hinted on Twitter that his early data was showing the opposite: Ford did well. So let's wait and see.

Finally, thanks to the lack of a Liberal candidate in the riding, the Green have a shot at winning Parry Sound - Muskoka. Still a long shot but not impossible.

Ontario Proj May 18 by bryanbreguet on Scribd

Here are my first projections for the Ontario election. Don't expect updates as regularly as during the federal election though. The reason being fewer polls being published. Also, Ontario has a tendency to have big fluctuations between polls (especially based on whether they are online or by phone). I therefore think there is a lot of noise in the data and updating too regularly amplifies this noise.

Anyway, here are the numbers, the map and the detailed projections. As usual, feel free to use the model and make your own projections.

Polling average, seat projections with 95% confidence intervals, chances of winning the most seats


Play with the map here (it's a little bit slow, give it a few seconds after zooming in or out). You can see that the extended GTA has most of the close races.

Riding by riding projections at the bottom of this post.

There is not much to say right now. Ford's PC has a huge lead and is almost guaranteed to win the most seats. The uncertainty is really only about getting a majority. See below for a deeper analysis on that front. The PC wins most rural seats except in the North where the NDP is down (quite significantly according to Mainstreet) but is resisting. There has been a trend going on in the North for years now where the NDP is seeing its support eroding and the Conservatives are rising. Will it be enough to flip many ridings? Right now, no, but it could certainly happen and that would be devastating for the NDP.

This is especially the case since the NDP isn't making up for the drop in the North by increasing in urban environments. It's the Liberals, Ontario's natural party for many, that is back ahead in Toronto. After a disastrous election in 2018, the Liberals have a new leader who has the charisma of a traffic cone but has been running an okay campaign so far (the few bad vetting of candidates notwithstanding). The Liberals being the main challenger to the PC has more to do with the NDP and Horwath being quite useless than the Liberals being that good though.

Will the progressive votes coalesce around one option, à la 2015 at the federal level? Maybe but the conditions are a lot less optimal. Del Duca isn't Trudeau, Ford isn't disliked like Harper (he was before Covid though). But there is certainly a chance where the PC falls short of 62 seats. It's currently unlikely but based on my analysis (see graph), we are only a few percentage points from such a situation. Indeed, if the PC's lead over the OLP falls to 4 points, then it's 50-50 for a majority. In that case, it would come down to the close races in the GTA.

Detailed projections (yes I know the Liberals are running only 122 candidates, I'll make the adjustments later).

Ontario Proj May 13 by bryanbreguet on Scribd

 Please participate if you watched the debate. Please answer both questions. If you don't see the polls, disable your ad blocker.

Polls PollMaker

 Please give your opinion below.

If you only want to see the results, click on the link and you'll have the option.

Poll Creator

While I offered a first look a few weeks ago, I hadn't made any projections until now. The reason being that we simply didn't have good enough data to even try. But this changed yesterday with the release by Elections Canada of the fundraising numbers from the first quarter.

Fundraising is by far the best indicator of where a leadership race stands. It isn't perfect and surprises can still happen but it beats polls and other measures. And despite what some like to pretend, it is absolutely possible to project leadership races -- it's just that there is more uncertainty. I have been quite successful with the last two CPC races (although I did have Bernier winning in 2017, mostly because Scheer ended up winning more points than expected in Quebec) as well as some of the PQ races.

So I took the data and did the following. I calculated the percentages per province (or regions for the Atlantic and the Territories) of the total donations (amounts) and the number of donors. The latter is usually a better predictor (it's one member, one vote ultimately, which means that it doesn't matter if a member gave $100 or $1,000, it's still only one vote at the end. And yes I'm aware of the electoral system but that's another story, see below). I then did a weighted average of the two with a 75% weight attributed to the number of donors and 25% to the amounts. While not simply use the number of donors only? Because having big donors, like Charest, can be a sign of a strong organization and it can help. So I want to use both. Ultimately I'd like to also mix in some polls but we haven't had good enough ones so far. Once I had the percentages per province/region, I assigned the number of points (so if you are at 50% in Quebec, you get 3900 points).

Here are the results for the first round:

Poilievre is easily ahead. Which isn't surprising, whether you use the fundraising data, endorsement, the polls or Google Trends, Poilievre is always ahead and close or above of a first-round win. If the election was tomorrow, there is little doubt Poilievre would win. His position also appears (at least to me) more solid than Bernier's or MacKay's. What I mean by that is that Poilievre is liked (loved) by many in the CPC. He's not leading because nobody better is running. He's leading because that's the leader most want, period. The one province where he likely needs to work harder (and organize better) is Quebec. If he could do this, he'd win in the first round easily.

Yes we should include some margins of error. I'll do so by looking at the accuracy of the projections with the results in 2017 and 2020. But I didn't have time today to do so (I was in an economic articulation meeting all day).

Charest is doing quite well if we only look at the overall amounts collected ($488k to 545k for Poilievre). But Charest achieves this only thanks to a lot of large donations. While Poilievre averages $163 per donation and has 3,336 of those, Charest is at $855 in average but only has 571 donations (note: those are donations, not single donors. There as well I'll need to clean the data in the next few days). Moreover, Charest is really only competitive thanks to Quebec where he represents 60% of the donors and 90% of the amounts collected! Outside of Quebec, Charest is more often than not a distant third, including in Ontario where he only has 7% of the donors. It gets worse as we move West.

Lewis is exactly where we expected her to be. As the only SoCons candidate, she is pretty much guaranteed 15-25% of the votes. Unfortunately for her, there isn't a Sloan candidate whose voters could then help her climb higher this time around. I suspect Baber's voters might prefer Poilievre or Lewis over the other two but it's still wouldn't be enough for Lewis to win. However, it is absolutely possible that Lewis would make it to the last round versus Poilievre. In which case I really wonder what would happen with the second-choices of Charest's voters. I suspect many wouldn't have ranked Poilievre and even less Lewis, so many votes would likely be dropped.

Aitchison is doing what we would expect (he had a hard time raising the 300k necessary to qualify) while Baber is doing better than I thought, but I guess he has a certain strong following and fundraising could overestimates him.

I want to talk about Brown and the really weird campaign he's running. We know, from how he won the Ontario PC leadership, that he's supposedly good at signing up members, especially from ethnic and religious minorities. But so far, we have no evidence that he's successful. At some point, if he's really signing up a ton of members, we should see some evidence! Polling numbers, fundraising, etc. So far, Brown is a complete failure. Also, it's worth pointing out that his campaign is super weird, to the point that it feels phony at times. His Twitter accounts has over 60k followers but his tweets usually get 20-50 likes. He has not given a single interview to traditional media. And the one interview we have is full of red flags. He shows clear contempt for the current CPC base and is openly talking of a takeover. Many of his oppositions, including on Israel, are completely incompatible with the CPC. His average donation is close to $1,600, by far the highest among the six candidates. This doesn't really scream grassroot support among ethnic and religious minorities to me. I honestly don't know what he's doing. All I know is that so far, based on every metric we have, he's below 5%. I originally thought he'd be the main challenger to Poilievre but I have fully changed my mind on this. I also maintain what I said: if Brown were somehow successful, the caucus wouldn't accept him. They'd likely find a way to get rid of him.

Finally, yes the CPC uses a weird electoral system where each riding is worth 100 points (unless that riding doesn't even have 100 votes, in which case the total number of points is equal to the number of votes; This is a situation that could mean a few ridings in Quebec). So projections like these ones aren't able to capture the possible impact of where the votes are. We know, for instance, that the Bernier vote was more efficient than Scheer's as Bernier was popular with urban voters (it was in 2017), so winning ridings with fewer members. We saw the same phenomenon with MacKay. So Charest might be slightly higher than what you see here but he's still closer to Lewis and fighting for second than of first place.

Alright, that's all for this very early and rough projections.