Managed IT for CIRO-regulated firms
Client comms and records, kept the way the rules expect.
CIRO recordkeeping is about content, not channel: a business message on WhatsApp or a personal text falls under the same retention and supervision rules as email. We help advisory firms close the off-channel gaps and keep Microsoft 365 in Canada.
- Data kept in Canada
- A written policy program
- Fast response from a senior tech
- Month to month
What you get
What running it for you looks like
Records you can produce on request
Microsoft 365 in Canada, encryption, access control, and a written policy program, so business communications are captured and retrievable the way CIRO Rule 3900 expects. A setup you can show a reviewer.
A team that knows your environment
Your support team documents your setup, keeps clear ownership, and brings in senior expertise for complex issues. No onboarding fee and no handoffs to an anonymous queue.
Fast help from someone who knows your setup
When you reach out, a technician who already knows your setup picks it up, with a clear escalation path when deeper expertise is needed. We also sit with you each quarter to look ahead.
What changes once we set it up
The usual first step
What we do for advisory firms
We set up Microsoft 365 for how a regulated firm has to handle records, put the written policies in place, and run it from there. Built to hold up in a review, not only day to day.
Priced to your size, with no onboarding fee.
Month to month, no long contract.
Book a setup review- A full review of the systems your business runs on
- Sign-in security, encryption, and access control set up properly
- Backups we test by restoring, kept offsite and out of ransomware's reach
- Monitoring and a senior tech on your account
- Staff training so the team knows the setup
- Quarterly reviews with your leadership
- A clear scope and price before project work begins
How we start
Three steps, and no pressure
A setup review
We look at how things run today and where your data sits. About 20 minutes.
A clear plan
If the setup is sound, we say so. If there is work worth doing, you get the exact price before you decide.
We run it
Monitoring, the help desk, security, and quarterly planning, month to month. You leave whenever you want.
Questions we hear
What if our setup is already sound?
Then we tell you. The review is a look, not a pitch.
Are we tied to a contract?
No. Month to month, no onboarding fee.
Who handles our account day to day?
A coordinated local team that documents your environment, keeps clear ownership, and has senior oversight when needed.
Start with a look at your setup
Twenty minutes, and you'll know where the firm's records and comms stand against the rules. No contract, and no legal advice.