Managed IT for financial services firms in Metro Vancouver and BC.

Financial advisors, mortgage brokers, and insurance firms need managed IT with high uptime, Microsoft 365 for secure email and document management with appropriate retention policies, cybersecurity aligned with PIPEDA and industry-specific data handling requirements, and cloud infrastructure with Canadian data residency. Firms subject to FINTRAC, OSC, or IIROC oversight also need documented breach response and access control procedures. SFS Technologies delivers all of these as integrated services.

Yes. SFS Technologies configures technical controls to support PIPEDA obligations for financial services firms: encrypted storage and transmission, role-based access controls, audit logging, multi-factor authentication, data retention policies aligned with your compliance framework, and documented breach response procedures. Note: SFS provides technical implementation, not legal or compliance advice. We work with your compliance team to implement the controls your framework requires.

Financial services firms typically need Exchange Online with appropriate retention policies, Microsoft Defender for Business email security and anti-phishing, Conditional Access requiring MFA for all accounts, Data Loss Prevention policies to reduce accidental sharing of client data, and audit logging enabled across all users. SFS Technologies configures all of these as part of a Microsoft 365 deployment for financial services clients.

SFS Technologies implements a layered approach: endpoint protection on all workstations, encrypted data storage, multi-factor authentication on every system, email security with attachment scanning, network segmentation, and backup with tested recovery. These controls reduce the risk of client data exposure through ransomware, phishing, and unauthorized access. Data handling practices are PIPEDA-aligned.

Yes. SFS Technologies is a Sage Authorized Partner. Sage CRM can be configured for financial services firms to manage client relationships, track business development pipelines, record interactions, and manage client service cases. For firms with a broader need for financial management software, Sage 300 ERP is also available.