Navigate an evolving landscape with secure IT for financial and insurance firms.

Yes. We support PIPEDA-regulated firms including insurance brokers, financial planners, and accounting practices, along with OSC-registered investment advisors. Compliance work covers data classification, client information protection, books-and-records retention of seven years or more, breach response, and audit documentation. Modern Specialty Insurance is a representative client.

Yes. SOC 2 Type II readiness for a 20 to 50 user financial services firm typically takes 9 to 12 months from kickoff to first attestation. We own the IT operations side: controls implementation, evidence collection, documentation, and audit liaison. We work with Canadian audit firms selected on Type II track record.

Caseware, CCH iFirm, ProFile, Sage, QuickBooks, Xero, and Karbon are common in our client base. For wealth advisors we support Croesus, Univeris, and Conquest Planning. Practice integrations such as CRA e-file and document portals including CCH Portal and OnePass are within scope of standard support.

Canadian data residency by default. Workloads on managed Microsoft 365 use the Canada Central and Canada East datacentres, and backups stay in Canada. Where a US-based SaaS tool is required, we document the data classification and transfer mechanism explicitly so it satisfies financial-services audit requirements.

Yes. Our MDR stack combines EDR on every endpoint, 24/7 SOC monitoring, network traffic analysis, and threat hunting performed by Canadian-based analysts. Critical alerts are triaged within 15 minutes and suspected compromises trigger immediate isolation. We provide post-incident forensic reports for compliance documentation under PHIPA, PIPEDA, and Law Society requirements.

Through layered defence. Our ransomware protection combines email filtering that blocks the overwhelming majority of malicious attachments, endpoint EDR with behavioural detection, immutable offsite backups, least-privilege access controls, and quarterly security awareness training. In a ransomware event, our incident-response plan restores critical systems within the recovery time objectives defined in your service agreement.