You hold money, identity documents, and financial histories. That makes you a priority target and a regulated entity at the same time — so the controls have to be real and the evidence has to exist.
Tell us who regulates you and what your last audit flagged. We'll be straight about what we'd fix first.
We won't sell your data or send you marketing you didn't ask for.
Financial services and insurance clients we support
Financial firms get targeted deliberately, by people who have researched your business and your counterparties first.
An attacker watches your mailbox for weeks, then intervenes in a real transaction with amended banking details at the right moment.
Access is often sold rather than used immediately. The dwell time between compromise and impact is measured in months.
You hold SINs, ID documents, and financial histories — a complete identity package, worth far more than a card number.
Your custodian, MGA, or software vendor is a route in. Third-party risk is now a regulatory expectation, not just good practice.
Encryption plus the threat of publishing client data — which for a regulated firm means a reporting obligation as well as an outage.
An adviser who left with a book of business and still-active credentials is a common and quiet source of loss.
Different regulators, overlapping controls. We build once against the strictest requirement rather than patching per audit.
Safeguards proportionate to sensitivity, breach reporting to the Privacy Commissioner, and accountability for data handled by service providers.
Technology and cyber risk management expectations for federally regulated financial institutions, including third-party arrangements.
Applies wherever you touch cardholder data. Scope reduction through segmentation is usually the cheapest route to compliance.
Increasingly requested by institutional clients and counterparties. We hold it ourselves, so we know what the evidence burden actually looks like.
We're an IT provider, not your compliance counsel — we build and evidence the technical controls, and work alongside whoever owns your regulatory interpretation.For one Ontario firm that meant centralized application delivery with province-only access, two-factor authentication and 24/7 SOC monitoring.
The difference between a firm that passes an audit smoothly and one that doesn't is rarely the technology — it's whether the controls were documented as they were implemented.
We build the documentation alongside the environment, so an examiner's request is a filing exercise rather than three weeks of reconstruction.
Our Compliance ApproachIt's an email that looks exactly right, arriving at exactly the moment a transaction is expected, with amended banking details.
A credential is phished or reused from another breach. Nothing appears to happen.
The attacker reads mail, learns your counterparties, tone, and payment cycles.
A genuine invoice or transfer instruction arrives amended — same thread, same tone.
Money moves through several accounts within hours. Recovery is rare once it clears.
Most IT providers serving regulated firms have never been audited themselves. We're SOC 2 Type 2, which means our own controls, access management, and incident handling have been examined by a third party.
That matters practically: when your examiner asks about your service provider's controls, there's a report rather than a reassuring phone call.
Read client testimonialsOur own environment is independently examined and reported on — not self-attested.
When your compliance team needs to assess us as a service provider, the documentation already exists.
The people configuring your controls know your environment and your regulator's expectations for it.
Yes. We provide the technical evidence — control documentation, access reviews, log retention, backup test records — and we'll join calls with your examiner or auditor to answer questions directly rather than leaving you to relay them. We're not your compliance counsel and won't pretend to interpret regulation for you.
Usually within weeks rather than months, and it's one of the most common reasons firms call us. Insurers have tightened requirements substantially, and the questionnaire is now a de facto security baseline. We'll work through it and tell you which answers are currently 'no'.
It depends on your regulator, your client contracts, and in some cases your own policy commitments rather than a blanket legal rule. Where residency is required we can host in Canadian regions and document it. The important part is that the answer is deliberate and evidenced rather than assumed.
No — small firms are targeted precisely because the controls are usually weaker while the data is just as valuable. The scale of implementation differs, but MFA, encryption, tested backups, and payment verification aren't enterprise luxuries.
Same-day revocation across every system, with a record of what was accessed beforehand. In a business where the client book is the asset, an unrevoked account is a commercial risk as much as a security one.
Containment first, then a documented response — which for a regulated firm matters because you likely have notification obligations on a clock. We recover from verified backups rather than negotiating with attackers, and we produce the incident record your regulator and insurer will both ask for.
Tell us who regulates you and what your last examination or insurance renewal flagged. We'll tell you honestly which gaps matter and which are noise.
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