Zero Trust for
Finance & Insurance.
Financial advisors, insurance brokers, MGAs, and credit unions move client data every day. We build the controls regulators expect, the audit trail your insurer demands, and the user experience your team will actually use.
What we hear on every discovery call.
A pattern of pressures that shows up across Canadian financial firms — regardless of size or province.
Cyber insurance squeeze
Premiums up, requirements tighter. MFA, endpoint detection, and an ISMS are now table stakes — and renewals get denied without proof.
Client data, everywhere
Advisors carry PII on laptops, phones, and tablets. Email forwarding, USB sticks, and personal OneDrives leak data the firm never sees.
Vendor & carrier audits
Carriers and BGAs send security questionnaires every quarter. Without a real ISMS, you're filling each one from scratch.
Phishing and BEC
Wire fraud and BEC remain the #1 incident type for financial SMBs. Filtering alone won't catch identity-based attacks.
Legacy advisor software
Wealth platforms, broker-management systems, and policy admin tools that were never designed for cloud or mobile work.
Cross-border data risk
Hyperscaler defaults route data through US regions. Privacy commissioners and clients increasingly want it kept in Canada.
A Zero Trust stack mapped to financial-services risk.
Three services, one architecture, tuned to the controls your regulator and insurer actually verify.
TruWorkspace Zero Trust™
Cloudflare ZTNA + Entra MFA + Intune device posture. Advisors work from anywhere; data never leaves the policy.
TruCompliance™
vCISO + ISMS software + SOC. Evidence library auto-populated from your environment — ready for SOC II, PCI, PIPEDA, and insurance audits.
TruOffice™
Canadian service desk + dedicated TAM. Microsoft 365, Teams VoIP, and lifecycle management tuned to advisor workflows.
The frameworks that govern your firm.
Every TruCompliance engagement maps controls to the frameworks your regulator, your carrier, and your insurer care about. Evidence is collected continuously — not the week before audit.
- PIPEDA — privacy by default
- SOC II Type 2 — service organization controls
- PCI DSS 4.0 — card data handling
- ISO 27001 — ISMS certification path
- OSFI B-13 — third-party risk reporting
- CyberSecure Canada — federal certification
From renewal denial to renewal approved in 90 days.
A 110-advisor MGA in Ontario was facing non-renewal of their cyber policy. We deployed TruWorkspace Zero Trust, stood up the TruCompliance ISMS, and re-submitted with a full evidence package. Renewed at a lower premium than the prior year.
Read the case study"Our broker said this was the cleanest evidence package he'd seen from a 100-person firm. The renewal closed in two weeks.
Keep exploring.
TruCompliance™
The ISMS, vCISO, and SOC behind every renewal-ready audit.
Cloudflare DLP
Pre-built detectors for PII, PCI, and Canadian financial identifiers.
Cyber Insurance Readiness Checklist
The 28-control list your insurer is actually scoring you against.
Book your renewal-ready discovery call.
30 minutes. We'll map your current controls against your insurer's questionnaire and show you the gaps.