IT Support and Cybersecurity for Financial Services
IT support for financial services firms that handle sensitive client data, face regulatory requirements, and need documented security controls.
Fusion provides managed IT support, cybersecurity, and Microsoft 365 management for Canadian financial services firms. CISSP-certified security leadership aligned to OSFI B-13 technology and cyber risk management requirements and CIS Controls v8.1 alignment help meet compliance and cyber insurance requirements.
For Canadian financial services firms with 10–150 employees.
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What’s included
IT services for financial services firms include cybersecurity for client data, regulatory compliance support (OSC, CSA, PIPEDA), secure remote access to financial platforms, Microsoft 365 administration, encrypted backup and disaster recovery, and endpoint protection. A managed IT provider for financial services ensures audit-ready security and zero-downtime operations.
TL;DR
Fusion Computing delivers IT services for financial services firms across Canada. We handle cybersecurity for client financial data, compliance support for OSC/CSA and provincial privacy regulations, secure cloud access to financial software, Microsoft 365 administration, and encrypted backup of financial records. all under a fixed monthly contract with CISSP-certified engineers.
Fusion covers daily support, Microsoft 365, security, backups, vendor coordination, and compliance alignment. All IT services delivered under CISSP-certified security leadership.
Fusion Computing delivers managed IT for financial services with a 93% first-contact resolution rate. CISSP-led security includes encryption, access controls, compliance documentation, and Microsoft 365 management. Purpose-built for firms subject to regulatory oversight.
Why financial services firms switch
Financial services firms need 24/7 managed detection and response, encrypted data at rest and in transit, multi-factor authentication, role-based access controls, and compliance with PIPEDA and provincial securities regulations. Regular penetration testing and security awareness training are essential. An MSSP experienced in financial services reduces audit burden and breach risk simultaneously.
Financial services firms switch to Fusion when their current provider can’t deliver IT support for financial services firms with documented security controls, tested backup recovery, or consistent response times. In a sector where client trust depends on data protection, gaps in IT governance create real business risk.
“Financial services firms face a regulatory burden that most MSPs don’t understand. OSC expectations, client data segregation, audit trail requirements — these aren’t optional, and they shape every infrastructure decision from backup retention to access controls.”
— Mike Pearlstein, CISSP, CEO of Fusion Computing
Fusion Computing is a CISSP-certified managed service provider that has supported Canadian businesses since 2012. Security operations align to CIS Controls v8.1. Fusion Computing is Canadian-owned, and all client data remains in Canada.
What financial services IT support costs
Financial services cybersecurity and managed IT for a financial services firm with 10 to 100 users typically costs between $180 and $250 per user per month. That covers help desk, monitoring, patching, backups, Microsoft 365, and security aligned to CIS Controls v8.1.
What this looks like when it matters most
A Fusion client hit by ransomware was back online by Monday morning with $0 paid and 100% of data restored from encrypted, air-gapped backups. Structured incident response and tested recovery plans turned a potential catastrophe into a contained event.
Who this is for
This service is built for Canadian financial services firms with 10 to 150 users, including wealth management, advisory, insurance, and fintech teams. Our IT services for credit unions and managed IT for banks follow the same security-first model. If your firm handles client portfolios, financial records, or regulated data, and your IT provider can’t show you their security controls, this is a fit.
IT support tailored to your financial services niche
Compliance obligations, software stacks, and operational risks differ significantly across financial services verticals. Here’s how Fusion addresses each one.
Wealth management firms
Advisor departures are the highest-risk IT event for a wealth management firm. Fusion manages offboarding workflows that revoke CRM, email, portfolio platform, and device access the moment an advisor leaves. with a full audit trail for OSFI B-13 and PIPEDA documentation. We also coordinate with Bloomberg, Morningstar, Salesforce Financial Services Cloud, and custodian portal vendors so your IT team isn’t tracking down credentials after a departure.
Insurance brokerages
RIBO-regulated Ontario brokerages and FSRA-supervised firms need documented security controls for carrier access agreements and E&O cyber coverage requirements. Fusion manages EPIC, TAM, and Applied insurer portal access, monitors claims system uptime, and maintains the IT security documentation your insurers and regulators expect. so compliance doesn’t become a fire drill at renewal time.
Financial advisory practices
CIRO-registered advisors and OSC-regulated portfolio managers face regulatory examinations that increasingly scrutinize IT controls. Fusion maintains the access logs, incident response records, and IT policy documentation that regulators review. so you have the paper trail ready before an exam notice arrives, not after. We also coordinate with your compliance officer on annual IT policy reviews aligned to your registration category.
Fintech teams
Fintech startups and scaleups building on AWS, Azure, or GCP need SOC 2 Type II readiness built into their IT baseline from day one. Fusion manages the access controls, audit logging, vendor security reviews, and endpoint policies that SOC 2 auditors look for. reducing the gap between your current posture and audit-ready before you engage your auditor. We work alongside your DevOps and engineering teams without getting in the way.
Book a Consultation About IT for Your Financial Services Firm
Describe your firm’s IT needs and a senior consultant will follow up within 1 business day.
Fusion works with businesses that have 10+ users and need a managed IT partner, not one-time fixes. If that sounds like your situation, we’d like to hear from you.
Guides & Resources
Fusion provides 25+ IT guides for financial services. Resources cover regulatory compliance including OSFI B-13 24-hour incident reporting requirements, data security, client information protection, multi-office management, and cybersecurity frameworks for financial operations.
IT Support for Other Industries
Fusion serves managed IT across multiple verticals. Each industry has distinct compliance, security, and operational requirements.
Frequently asked questions about IT for financial services firms
Browse 40+ FAQs addressing compliance standards, data encryption, client security, audit requirements, disaster recovery, cybersecurity protocols, and operational continuity for financial institutions.
Standard IT vs. Financial Services IT
| Requirement | Standard Business IT | Financial Services IT |
|---|---|---|
| Data retention | 1–3 years | 7+ years (OSC/IIROC) |
| Access controls | Role-based | Segregation of duties + audit trail |
| Backup frequency | Daily | Real-time replication |
| Compliance frameworks | PIPEDA | PIPEDA + OSC + IIROC + PCI DSS |
| Incident response | Best-effort | Documented + tested IRP |
What IT support do financial services firms actually need?
Financial firms need dependable help desk support, Microsoft 365 administration, secure file sharing, backup and recovery discipline, access control, endpoint protection, and documentation that’s ready for compliance and cyber insurance review. It isn’t enough to just react when something breaks. Fusion delivers IT support for Toronto businesses in financial services with the full coverage described here.
Financial services firms can use AI to accelerate compliance reporting. Learn about Fusion’s AI services.
Can Fusion work with internal IT, compliance, or operations teams?
Yes. Fusion can operate as the full IT team or as a co-managed partner beside internal IT, operations, compliance, or risk staff. You don’t need to hand everything over if that isn’t the right fit.
How do you protect sensitive client and financial data?
Fusion focuses on layered access controls, MFA, endpoint protection, backup verification, recovery testing, secure Microsoft 365 configuration, and practical documentation. That means your firm isn’t relying on one control or one person to hold the whole model together.
Can you help with cyber insurance and security questionnaires?
Yes. Fusion helps firms tighten the controls that insurers and client security reviews usually ask about, including MFA, backups, endpoint coverage, access control, incident readiness, and documentation. It’s not just about answering forms. It’s about making sure the controls behind the answers are real. See Fusion’s cybersecurity services.
What happens during the first 90 days?
How much does managed IT cost for a financial services firm in Canada?
Pricing depends on user count, number of locations, and the scope of support and security services required. Most Canadian financial services firms with 15 to 75 employees pay a predictable monthly fee comparable to a single mid-level IT hire, but they also get a full support team, 24/7 monitoring, a security stack, and strategic planning. Contact Fusion for a scoped estimate based on your real setup.
Do you support firms that use cloud-hosted trading or portfolio management platforms?
Yes. Fusion supports the IT infrastructure that cloud-hosted financial platforms depend on: secure connectivity, identity management, endpoint protection, backup verification, and performance monitoring. For vendor-specific application issues, Fusion coordinates with the platform provider while keeping the surrounding environment stable and secure.
What does Fusion do specifically for wealth management firms?
Wealth management IT support from Fusion focuses on three areas your generalist MSP typically misses: advisor offboarding (CRM, portfolio platform, and device access revoked same-day with a documented audit trail), portfolio and trading platform vendor coordination (Bloomberg, Morningstar, Salesforce FSC, custodian portals), and OSFI B-13 third-party IT risk documentation. We also provide the cyber insurance documentation that wealth management E&O and cyber insurers require as part of policy renewal.
Can Fusion help our insurance brokerage with compliance documentation?
Yes. RIBO-regulated brokerages and FSRA-supervised firms need IT security documentation for carrier access agreements, E&O cyber coverage, and regulatory compliance. Fusion maintains your IT policy documentation, manages insurer portal access controls (EPIC, TAM, Applied), and produces the security evidence your carriers and regulators request. If your brokerage is preparing for a carrier security questionnaire or policy renewal, we can provide a documented IT security posture summary as part of your managed IT engagement.
Can Fusion help a fintech startup prepare for SOC 2?
Fusion works with fintech teams building toward SOC 2 Type II by establishing the IT controls that auditors look for before you engage your auditor: access control policies, endpoint management, audit logging, vendor security reviews, and incident response documentation. We don’t replace your SOC 2 auditor or compliance consultant. we make sure your IT baseline doesn’t create gaps that extend your audit timeline or produce findings. Most fintech clients reach SOC 2 audit-ready posture within 60–90 days of onboarding with Fusion.
