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Executives

Name Title Contact Details
Devon Vance
Director of Security Solutions Profile

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Relay

Small business banking and money management tools to put you in complete control of what your business is earning, spending and saving. The official banking platform of Profit First. Bank with Relay for: ✅ No fees or minimum balances that tie up cash flow ✅ Up to 20 checking accounts to organize income and expenses ✅ Spending management using 50 physical or virtual debit cards ✅ Payments and deposits via ACH transfers, checks and wires ✅ Secure, role-based access to team members and financial advisors ✅ Personalized customer support by email, phone or chat - Relay is a financial technology company, not a bank. Banking services and FDIC insurance are provided through Thread Bank; Member FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted.

CNW Insurance Group

We are a full service independent insurance brokerage firm. We have access to numerous national and regional carriers for personal and commercial product solutions for our clients. In addition to every day insurance solutions, our expanded markets enable us access to companies that specialize in retirement solutions. With over 15 years of advising our clients on risk management and insurance, we are able to confidently work with a young working professional just starting out, or the established high net worth family or closely held business with numerous needs. We leverage technology to make transitions seamless and our agency and carriers accessible beyond traditional office hours.

Trisura Guarantee Insurance Company

Trisura Guarantee Insurance Company, founded in 2006, is a specialty insurance provider focused on delivering tailored insurance and surety solutions in Canada and the United States. As part of Trisura Group Ltd., the company offers expertise in surety, corporate insurance, warranty, program, and fronting business lines. Trisura aims to simplify insurance for its clients by providing personalized and flexible solutions through a select network of brokers. The company offers a wide range of products, including surety bonds, corporate insurance, casualty insurance, cyber insurance, and specialized warranty and program insurance. Trisura primarily serves corporate clients, including small and medium-sized businesses, addressing their unique insurance needs. With a commitment to exceptional service and community involvement, Trisura allocates a portion of its net underwriting income to charitable causes and engages employees in its giving strategy. The company continues to grow, employing over 150 people and expanding its operations in North America.