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Phishing Simulations: How to Test Your Employees in Quebec

Portrait of Antonio Pazzi, president of OKTO Solutions

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President of OKTO Solutions · 6 minute read

A phishing simulation sends fake fraudulent emails to your employees to measure who gets caught, with no real risk. Anyone who clicks receives a short training module on the spot. Repeated a few times a year, it drives the click rate down and turns your team into the first line of defence against fraud.

Most cyberattacks that hit Quebec small businesses do not start with a complicated technical flaw. They start with an email. A busy employee clicks a link that looks normal, enters their password on a fake page, and the attacker now holds the keys to your Microsoft 365 mailbox. No firewall stops that, because the problem is not the machine, it is the person using it.

That is exactly why phishing simulations have become an essential tool for companies in Trois-Rivières, the Mauricie and across Quebec. The idea is simple: instead of waiting for the real attack, you send fake booby-trapped emails to your own employees, in a controlled setting, to see who clicks and, above all, to teach everyone to stop. Here is how it works and why your business should make it a habit.

Quick answer: A phishing simulation sends fake fraudulent emails to your employees to measure who gets caught, with no real risk. Anyone who clicks receives a short training module immediately. Repeated a few times a year, the simulation drives the click rate down and turns your team into the first line of defence against fraud.

1. Why does phishing target Quebec small businesses so heavily?

Plenty of owners still believe attackers only go after large companies. The opposite is true. Small businesses are prime targets, because they have money and data but rarely a dedicated security team. A fake invoice email, a fake request from the boss or a fake delivery notice is often enough to open the door.

Phishing works because it plays on normal human reflexes: urgency, the fear of getting something wrong, the wish to help a colleague. Fraudsters imitate familiar brands, financial institutions, even your own domain name. In a small business where everyone wears several hats, one moment of inattention is all it takes.

  • A fake email from the bank asking you to "confirm" your credentials
  • A fake invoice from a regular supplier with a new account number
  • A message that appears to come from management demanding a quick transfer
  • A link to a fake Microsoft 365 sign-in page

The Canadian Centre for Cyber Security ranks phishing among the most frequent threats aimed at Canadian organizations. Testing your employees regularly is one of the most cost-effective ways to reduce that risk, well before investing in expensive tools.

OKTO Solutions analyst watching security threats on several screens

2. What is a phishing simulation, in practice?

A phishing simulation is a fake campaign of fraudulent emails, sent deliberately to your employees by your IT team or your security provider. The messages look like genuine scam attempts, but they are harmless. No password is stolen, no virus is deployed.

When an employee clicks the link or enters their information, they do not land on an attacker’s server: they land on a page that gently explains they just took part in a test, and shows the clues they could have noticed. The goal is never to trap or punish. It is to learn in a safe setting, where the mistake costs nothing.

What a simulation measures

  • Click rate: how many employees opened the booby-trapped link
  • Submission rate: how many actually entered their credentials
  • Reporting rate: how many recognized the fraud and reported it
  • Which departments or teams are most exposed

Those numbers give an honest picture of your human risk. It is often a useful shock for management, because the click rate on a first campaign frequently comes in higher than anyone expected.

3. How does a simulation campaign unfold?

A good campaign is not improvised. It follows clear steps so it stays ethical, useful and well received by the team. With a provider offering managed cybersecurity services, the process is guided from start to finish.

  1. Preparation: we pick realistic scenarios matched to your sector (billing, delivery, human resources, Microsoft 365).
  2. Sending: the fake emails go out in waves so the whole company is not tipped off at once.
  3. Measurement: every click, entry and report is recorded, anonymously or by name depending on your policy.
  4. Immediate training: the employee who gets caught receives a short learning module right away.
  5. Report: you get a clear summary, with the trend compared to previous campaigns.

The secret is repetition. A single simulation gives you a measurement but does not change habits. Three or four campaigns a year, with scenarios that vary, plant the right reflexes for good.

Security plan and report presented to a small business client in Quebec

4. What do the results reveal and how do you read them?

A high click rate on the first campaign is nothing to be ashamed of. It is a starting point. What counts is the trend over time. A well-supported business often watches its click rate fall from worrying numbers to a few percent in under a year.

You also have to watch the reporting rate, which is the real maturity indicator. A team that not only avoids clicking but actively reports suspicious emails becomes a kind of human radar. Each report can prevent an attack on a colleague who might have fallen for it.

  • A click rate that drops campaign after campaign proves the training is working
  • A reporting rate that climbs shows employees are becoming proactive
  • Data by department helps aim the training where it is needed

5. A simulation is worth nothing without the training that follows

Testing without training is like taking a temperature and never treating the patient. The real value of a simulation comes from the awareness it triggers. After each campaign, it helps to offer short training sessions to the whole team, not only to those who clicked.

The best training is brief, concrete and free of jargon. You show real examples, explain the warning signs, and give a clear procedure for reporting a doubt. The Canadian Centre for Cyber Security also offers excellent public resources to back up those messages.

The habits to teach

  • Check the sender’s real address, not only the display name
  • Be wary of any message that manufactures urgency
  • Never enter your password after clicking a link in an email
  • Confirm by phone any request for a transfer or a change of account
  • Report the doubt instead of guessing

6. Which tools launch a simulation?

If your business already uses Microsoft 365 on a plan that includes Defender for Office 365, you have access to a built-in attack simulation training module. It lets you create campaigns, track results and automatically assign training to the people targeted. That is a solid starting base.

That said, the tool does not do everything. Choosing scenarios, pacing the campaigns, reading the reports and training employees all take time and experience. Many Mauricie businesses prefer to hand that management to a partner who runs it end to end, so the program stays alive and effective instead of being forgotten after one attempt.

Frequently asked questions

Is it legal to test your own employees in Quebec?

Yes. A phishing simulation run by the employer on its own systems is a recognized security practice. It is advisable to tell your team that a testing program exists, without giving exact dates, and to stress the educational purpose rather than a punitive one.

How often should you run a phishing simulation?

For a small business, three or four campaigns a year is a good rhythm. That is frequent enough to keep people alert without wearing them out. What matters is varying the scenarios so staff do not simply recognize the same template every time.

What do you do if an employee falls for a real one?

Move fast: change their password immediately, revoke their active sessions, turn on two-factor authentication and check the rules on their mailbox. Then a cybersecurity partner can analyze the incident to confirm that no data was compromised.

Protect your Mauricie business against phishing

Your employees are your greatest strength, and also the favourite target of fraudsters. A well-run phishing simulation turns that exposure into an advantage by making every member of your team an attentive guard. At OKTO Solutions, we support small businesses in Trois-Rivières and across Quebec with ready-to-use testing and awareness programs. Take a look at our managed IT security services and contact our team to launch your first campaign and finally measure where your human risk sits.

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