RICHMOND HILL · YORK REGION · THE GTA
IT services for financial advisors and insurance brokers
Your clients trust you with their money and their personal details. Your technology needs to protect both.
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IT priorities for your firm
Midas Tech supports independent financial advisory practices and insurance brokerages across Richmond Hill and the GTA. Depending on how you’re registered, you may have to report cybersecurity incidents to your dealer or to CIRO, and under PIPEDA any business must report privacy breaches that pose a real risk of significant harm and keep a record of every breach. We help you prevent incidents, and be ready if one happens.
Email and phishing protection
Microsoft 365 email security, multi-factor authentication and phishing protection, because fake payment and transfer requests usually start in the inbox
Endpoint and identity protection
Huntress EDR and identity threat detection watching devices and Microsoft 365 sign-ins
Secure remote access
SonicWall firewalls and secure remote access for advisors working from home or on the road
Monitoring and patching
Datto RMM monitoring and patching for covered devices
Backups and recovery
Backups and recovery: NinjaOne for servers, Datto Cloud PC Backup for workstations, Datto SaaS Protection for email
Incident planning
A simple written incident plan, so you know who to call and what to record
AI, safely
Copilot can summarize client meeting notes and draft follow-ups. Copilot readiness starts with permissions and a usage policy, so client information stays where it belongs.
Support that connects
Endpoint and email protection
Managed IT and backup planning
IT planning and incident readiness
Request a callback
Tell us your name, email, company size and industry so we can discuss your IT needs.