IT support for financial and professional services
IT support for financial advisors, brokers and professional firms.
Managed IT for Canadian financial advisors, insurance brokers and consulting offices: help desk, devices, Microsoft 365 or Google Workspace, security and backup, with identity and client access at the centre.
- Multi-factor sign-in set up for every user
- Microsoft 365 and Google Workspace
- Second-channel check on payment changes
- Scope published line by line
What changes in an advisory office
Where the risk concentrates when clients trust you with money and decisions.
Firms handling money or high-stakes advice are watched closely by people trying to impersonate a client or colleague.
Identity assurance
Multi-factor sign-in and out-of-band verification for unusual payment or account-change requests are set up as standard practice.
A request to move money or change account details is confirmed through a second channel before anything moves.
Client portal and document access
Access to client portals, statements and shared files is reviewed against current staff and engagements, not left to accumulate.
Removed when someone leaves or a book of business changes hands.
Communication discipline
Email and file-sharing habits are set up to make impersonation and look-alike-domain attempts easier to spot.
Look-alike domains and repeat attempts are tracked as a pattern worth watching.
Meetings on and off site
Laptop, phone and remote-access support for advisors and staff, including travel and off-site client meetings.
A lost or stolen device has a defined response and a record of what was done.
Full coverage
Everything an advisory firm’s IT needs, with one provider.
19 service areas in four groups, each framed for an advisory or brokerage office. Areas marked as projects are quoted separately.
Everyday support
Help desk, people and devices
IT help desk and user support
Sign-in, email, portal and printing problems handled from the client task the person was working on.
Both plansNew hires and departures
Advisors, assistants and staff set up before their start date; portal and system access removed and recorded when they leave.
Both plansDevices
Advisor laptops and phones supported remotely in both plans; on Managed, computers are also monitored, patched and protected.
Both plansVendor coordination
Custodial, planning and CRM platforms coordinated as tracked dependencies, not assumed integrations.
Both plans
Security and continuity
Protection, access and backup
Security essentials
Multi-factor enforced, separate admin accounts, encryption checked and endpoint protection, kept current.
Managed planEmail security
Filtering tuned against impersonation, SPF, DKIM and DMARC on your domain, and look-alike domains tracked as a pattern.
Managed planIdentity and access
Multi-factor enforced and sign-in settings kept current; access tied to current engagements.
Managed planBackup and recovery
Microsoft 365 or Google Workspace mailboxes and client files backed up, with restores on request.
Managed planPatching and monitoring
Automated operating-system and application patching, with restart timing visible in advance rather than a surprise before a client meeting.
Managed plan
Platforms and infrastructure
Cloud, network and phones
Microsoft 365 administration
Licensing, shared mailboxes and calendar coordination handled as teams and books of business change.
Both plansGoogle Workspace administration
Users, Gmail, calendars, shared drives and sharing permissions, for firms that run on Google.
Both plansNetwork, Wi-Fi and remote access
Office firewall, Wi-Fi and remote access managed remotely, with a separate network for visiting clients.
Managed planCloud and server migration
Retire an aging office server or move files to the cloud, sequenced so nothing that depends on it is lost.
Quoted separatelyBusiness phones and VoIP
Call routing, voicemail to email and after-hours routing configured the way the office answers clients.
Quoted separately
Planning and projects
Budget, compliance and change
IT planning and budget
Renewals, licence costs and device replacements discussed before they arrive as invoices.
Managed planHardware and software licensing
Hardware and licences are purchased separately. Licences assigned at the tier each role needs in both plans; on Managed, renewals are reviewed each quarter before they pass.
Quoted separatelyOffice moves and IT projects
Office moves and new-platform rollouts planned with vendors, dates and owners aligned.
Quoted separatelyLaw 25 and PIPEDA readiness
Technical groundwork for a privacy review: where client information lives, who can reach it, and the evidence your compliance function asks for.
Managed planSwitching IT providers
Take over from the firm’s current provider, with ownership and admin access confirmed first.
Platforms we work in
- Microsoft 365
- Google Workspace
- Windows
- macOS
- iOS and Android
- Business Wi-Fi and firewalls
A list of what we administer, not vendor partnerships.
Security
The controls dealers, carriers and clients ask about, kept as routine.
Advisory firms answer security questions from dealers, insurance carriers, cyber insurers and clients. These are the habits the work keeps up. On the Managed plan, these controls are in place and kept current; Essential includes multi-factor setup.
Security in the Managed plan
Each item links to how it is done.
- Multi-factor sign-in enforced for every user
- Separate administrator accounts
- Automated operating-system and common-application patching
- Managed endpoint protection, licence included
- Device encryption checked
- Microsoft 365 or Google Workspace backup, restores on request
- Email-protection settings, SPF, DKIM and DMARC kept current
- Office firewall, Wi-Fi and remote access managed
Fraud investigation, penetration testing and incident response are specialist work, scoped separately.
Security essentialsWho decides what
We run the IT. Compliance and advice stay with the firm.
Regulatory and advice obligations stay with the firm’s compliance function; the technology around them is ours to run.
We handle
- Help desk, devices and accounts for advisors and staff
- Multi-factor sign-in and second-channel verification habits
- Microsoft 365 or Google Workspace administration
- On Managed: patching, endpoint protection, backup and the security baseline
- Coordination with custodial, planning and CRM platforms
The firm and its advisors decide
- Securities, insurance and FINTRAC-related obligations
- Financial, investment and insurance advice
- Which client information each role may reach
- Record-keeping policy
Scoped separately
- Investigating suspected fraud or a confirmed compromise, with incident-response and legal specialists
- Moving to a new CRM or planning platform
- Office moves and server retirements
Pricing
What a firm of 10 would pay each month.
Essential: help desk and administration. Managed: adds monitoring, security and backup. Per user, per month, in Canadian dollars, before taxes; the estimator starts at 10 people as an example.
Worked example
- 10 × $59$590a month on Essential
- 10 × $89$890a month on Managed
Before taxes. Projects, hardware and licences are quoted separately.
Essential$59 CAD / user / month
- Unlimited remote support, business hours
- Microsoft 365 or Google Workspace administration
- Arrivals, departures and devices
- Vendors and documentation
Managed$89 CAD / user / month
- Everything in Essential
- Monitoring and automated patching
- Endpoint protection and backup
- Security baseline and office network
- Quarterly review, priority, Law 25 support
Estimate your monthly cost
Estimate onlyCAD / month
10 × $59$7,080 a year
Minimum 5 users billed per month: the estimate counts 5.
The monthly price is the number of covered users (each person with a work account), with a minimum of 5, multiplied by the per-user price.
| People | Essential$59 per user | Managed$89 per user |
|---|---|---|
| 5 | $295 | $445 |
| 10 | $590 | $890 |
| 15 | $885 | $1,335 |
| 25 | $1,475 | $2,225 |
| 50 | $2,950 | $4,450 |
Essential at $59: help desk and administration. Managed at $89: adds monitoring, security and backup.
Getting started
How we start with an advisory firm.
A first call, a plan chosen from the published scope, then a review of the environment before anything changes.
First call
How your IT is set up, what keeps interrupting advisors and staff, which plan fits, and what would be a separate project.
Plan chosen
Essential or Managed, from the published scope; anything that would be a project is named and quoted in writing, separately.
Environment review
Devices, accounts, client-portal access, platforms and vendors documented as they actually exist, before anything changes.
Steady care
Recurring friction and access gaps are handled first; larger improvements are proposed as projects.
Bring this to the first call
Simple facts. No passwords, recovery codes or client data.
- Firm type and number of advisors or staff
- Client portal, CRM or planning platform in use
- Current process for verifying payment or account-change requests
- Devices used for client meetings on and off site
- Known regulatory obligations to confirm separately
Questions
What advisory firms ask before they switch.
Short, specific answers. Anything not covered here is a good first question for the call.
Ask yours in the form belowDo you work with our CRM, planning and custodial platforms?
We coordinate them as tracked business dependencies, not assumed integrations: one person keeps the issue moving, asks each vendor for a concrete action, and confirms the fix. Tell us which platforms you use, and we confirm before you start how they fit your scope.
How do you reduce the risk of payment-redirection fraud?
Filtering is tuned against impersonation and look-alike domains, your domain is protected with SPF, DKIM and DMARC, and a request to move money or change account details is confirmed through a second channel before anything moves. A suspected fraud or confirmed compromise goes to incident-response and legal specialists.
Can you help with dealer, carrier or client security questionnaires?
On the Managed plan, the controls those questionnaires ask about are in place and kept current, so the technical answers describe work that is actually done. Interpreting regulatory requirements stays with your compliance function.
Do you also support consulting and other professional offices?
Yes. Consulting, advisory and other professional offices get the same full coverage and the same published prices.
What is not included in either plan?
Projects such as a CRM migration or an office move, hardware and licences, on-site visits, servers and in-depth support of specialised applications, work outside business hours, and specialist work such as a fraud investigation. Each is quoted in writing before work.
Do you work with Google Workspace as well as Microsoft 365?
Yes. Both plans include Microsoft 365 or Google Workspace administration: users, mailboxes, groups, shared drives and sites, licence assignment, multi-factor setup and sign-in recovery. The Managed plan also backs it up.
Tell us about your firm.
Your team size, the systems you rely on, and the first thing you want handled. A few sentences is plenty.