Managed IT Services for Financial Services Firms

Managed IT, cybersecurity and a 24/7 incident line, built around how financial services firms actually work.

1. 01

   Security-First Protection

   Multi-layered security with encryption, endpoint protection, MFA, and managed detection and response to safeguard sensitive financial data.

2. 02

   Regulatory-Aware IT

   Controls, logging, and managed backups that help your firm work toward the security and privacy standards your industry is held to, including PCI-DSS and PIPEDA.

3. 03

   Dependable Systems

   Proactive monitoring, a 24/7 helpdesk and incident line keep client portals, trading tools, and email reliably available.

The capabilities and protections that financial services firms rely on, managed end to end.

• Data protection
• Regulatory-aware security
• PCI-DSS
• Encrypted backups
• Microsoft 365
• Secure remote work

Most financial services firms we speak to already sense that something in their setup is weak, but cannot say which thing to fix first. Our IT risk self-check covers fifteen control areas including backups, multi-factor authentication, admin accounts, patching, staff offboarding and email authentication, each weighted, so you finish with a ranked list of what to fix first. It is a printable checklist; nothing is submitted.

Email authentication is the single gap we find most often, and it is the one attackers use to invoice your clients in your name. Our email spoofing check reads your domain's published SPF, DKIM and DMARC records and tells you in seconds whether your domain can be impersonated. In our August 2026 study of 481 GTA business domains, only 20.6% enforced DMARC, and the earlier July 2026 pilot (118 GTA domains) found only 40% fully protected against spoofing.

If you are already holding proposals, run them through our managed IT quote checker, which scores any provider's written quote against 22 items so the omissions show up before you sign. Prefer a person to walk it through with you? book an IT health check or a security assessment and we will look at the results with you, with no obligation either way.

The security rules a financial firm answers to depend on what kind of firm it is, and it is worth being precise. OSFI guidelines such as B-13 on technology and cyber risk apply to federally regulated financial institutions: banks, federally regulated insurers and trust and loan companies. They do not apply directly to an independent advisory practice or a mortgage brokerage, but firms that work with those institutions often receive security questions shaped by them.

Investment dealers and mutual fund dealers are regulated by CIRO, whose rules include cybersecurity expectations for dealer members, including reporting of cybersecurity incidents. Firms that are reporting entities under Canada's anti-money-laundering law also have record-keeping obligations with FINTRAC. Which of these applies, and how, is a compliance question for the firm and its compliance officer. Our job is the technology underneath: controls that are actually in place, logs and records that are retained, and evidence that can be produced when an examiner, a dealer or an insurer asks. For a step-by-step self-review, our IT support checklist for financial services firms covers accounts and MFA, wire-fraud controls, devices, record retention, backups and incident response.

Cyber insurers ask the most practical questions of all: enforced MFA, tested and separated backups, endpoint detection and response, email filtering, and who is responsible. Our cyber insurance readiness checklist lists the controls behind those answers.

The attack that costs financial firms the most money is usually not malware. It is an email, in a real thread or from a lookalike domain, asking for a transfer, a change of banking details or a redemption to a new account. Controls work in layers. SPF, DKIM and DMARC on your own domain, with DMARC moved to an enforcing policy, stop criminals sending as you to your clients; our SPF, DKIM and DMARC guide explains the setup, and the email spoofing check shows where your domain stands in seconds.

Inside the tenant: multi-factor authentication on every mailbox, alerts on new forwarding and inbox rules, external-sender tagging, and filtering tuned for impersonation of your principals. The control that matters most is a procedure rather than a setting: any request to move money or change payment instructions is confirmed by calling a number already on file, never one supplied in the email. We help firms write that procedure down and make it routine for staff.

Most private-sector financial firms in Ontario handle client personal information under PIPEDA. In practical terms that means appropriate safeguards for the sensitivity of the data, an individual designated as accountable for compliance, and, since 2018, reporting breaches of security safeguards that create a real risk of significant harm to the Privacy Commissioner of Canada, notifying affected clients, and keeping a record of every breach.

Technology supports that through access controls so staff reach only the client files their role needs, encryption on laptops and phones, retention settings that match the firm's own record-keeping decisions, monitored backups, and logging that shows who accessed what. PIPEDA compliance is the firm's responsibility and includes policy and training beyond IT; our PIPEDA compliance IT checklist covers the technical side.

A sole advisor or a small practice with everything in Microsoft 365 can reasonably buy IT support by the hour. We scope each piece of work in writing and bill it by the hour. A monthly managed agreement makes more sense once the firm depends on its systems every working hour, has client data and insurer or dealer obligations it has to evidence, or has preventive work such as patching, backup checks and access reviews that nobody is doing.

Managed agreements are described on our managed IT plans page, and the security layer, from monitoring to incident response, on our managed security services page. We work from 7810 Keele St in Vaughan with firms across Toronto and the GTA.