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Free Resources

IT & Compliance Resource Library

Free checklists, guides, templates, and whitepapers to help Ontario businesses achieve compliance, strengthen cybersecurity, and make better IT decisions.

Checklist

PIPEDA Compliance Checklist for Ontario SMBs — 2026 Edition

A comprehensive 50-point checklist covering all 10 PIPEDA Fair Information Principles, Quebec Law 25 obligations, and breach notification requirements. Includes implementation notes for each item.

PIPEDAQuebec Law 25Privacy
6 pagesDownload PDF
Guide

PHIPA Compliance Guide for Ontario Healthcare Providers

Step-by-step guide for medical clinics, dental practices, pharmacies, and allied health providers to achieve PHIPA compliance. Covers technical safeguards, administrative requirements, and breach notification.

PHIPAHealthcareEMR Security
5 pagesDownload PDF
Template

Cyber Incident Response Plan Template — Canadian Edition

A ready-to-customize incident response plan template aligned with the Canadian Centre for Cyber Security (CCCS) framework. All 7 phases covered from preparation through post-incident review.

Incident ResponseCCCSCybersecurity
6 pagesDownload PDF
Checklist

LSO Cybersecurity Requirements — Ontario Law Firm IT Checklist

Everything Ontario lawyers and law firms need to know about LSO cybersecurity obligations. Includes technical controls checklist and written cybersecurity policy template outline.

LSOLaw FirmCybersecurity Policy
5 pagesDownload PDF
Template

IT Vendor Assessment Template for Canadian SMBs

A structured 45-criterion scoring template to evaluate IT service providers before signing a contract. Covers credentials, security practices, service delivery, compliance knowledge, and commercial terms.

Vendor AssessmentMSP SelectionIT Procurement
6 pagesDownload PDF
Guide

FINTRAC Technology Risk Management Guide

Practical guidance for mortgage brokers, financial advisors, and insurance firms on FINTRAC's technology risk management requirements. Includes IT controls checklist and record-keeping requirements.

FINTRACFinancial ServicesAML
4 pagesDownload PDF
Template

Remote Work Security Policy Template for Canadian Businesses

A complete, customizable remote work security policy covering device management, VPN requirements, MFA, BYOD, data handling, and acceptable use. Includes staff acknowledgement form.

Remote WorkBYODSecurity Policy
5 pagesDownload PDF
Assessment

Cloud Migration Readiness Assessment for SMBs

A 35-point scored assessment evaluating your readiness for cloud migration across infrastructure, security, cost, staff, and governance dimensions. Includes scoring guidance and recommendations.

Cloud MigrationMicrosoft 365Azure
6 pagesDownload PDF

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