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Cybersecurity for investment & trading firms

CIRO — the Canadian Investment Regulatory Organization — expects your firm to protect client data and prove it. We make sure you can, without building a security department.

Talk About Your Firm

The dealer's dilemma

Same obligations, smaller team

CIRO holds a 10-person dealer to real standards. Few have anyone who owns the file.

Email is the attack surface

Business email compromise and fraudulent transfer instructions hit dealers most.

Incidents must be reported

When something happens, the clock starts. You need a plan before you need it.

What we deliver

Built for compliance officers who have to defend it.

Virtual CISO

On your firm's cadence

Self-Assessment

Ready for CIRO's questions

Vendor Diligence

Defensible third-party reviews

Tabletops

Real dealer scenarios

The board will ask. Have the answer.

Thirty minutes about your firm, your regulator, and your gaps.

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