Managed IT for Canadian brokerages
Secure records, and a complete file when FINTRAC asks.
Photos of driver's licences sit in agent texts and inboxes, and deal files live in personal cloud drives. We secure the devices and the records, so you can produce a complete file on request and a spoofed wire never lands on the brokerage.
- Devices and ID documents controlled
- Data kept in Canada
- 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
Agent devices managed, ID documents and deal files in a controlled Microsoft 365 setup kept in Canada, with security led by a former IDF security officer. A complete file, ready when FINTRAC asks.
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 set up for a brokerage
We bring agent devices and deal records under control in Microsoft 365, kept in Canada, and put wire-fraud protection in place. Set up so a FINTRAC request is a file you can hand over, not a scramble.
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 whether you could produce a complete file today. No contract, and no obligation.