LaurieD Financial Wellness

LaurieD Financial Wellness Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from LaurieD Financial Wellness, Financial service, Units 32-34 1600 Steeles Avenue, Toronto, ON.

At LaurieD Financial Wellness., backed by our Managing General Agency, Greatway Financial Inc., we help individuals and families achieve financial freedom, secure their future, and build meaningful careers by starting their own business. 📊 Dumayac-Dano Financials Inc. – Our Services
🛡️ Insurance Services:

Life Insurance Solutions: Term Life, Whole Life, Universal Life Insurance
Health & Critical

Illness Insurance: Coverage for medical emergencies and critical conditions
Disability Insurance: Income protection in case of disability
Retirement Planning: Tax-efficient retirement income strategies
Education Savings Plans: Secure your child’s future education
Wealth Accumulation & Preservation: Build and protect long-term wealth
💼 Business Insurance Solutions:

Key Person Insurance: Protect your business against the loss of key personnel
Buy-Sell Agreements Funding: Ensure smooth ownership transitions
Group Benefits Plans: Health and financial security for your team
📑 Tax Services:

Personal Income Tax Preparation: Accurate and efficient filing for individuals and families
Corporate Tax Preparation: Expert preparation for small and medium businesses
Tax Planning Strategies: Reduce liabilities and maximize tax savings
Year-Round Tax Support: Ongoing assistance to stay compliant and optimize finances

✨ Smart business owners don’t wait for retirement… they plan for it. ✨If you’re incorporated, there’s a powerful strateg...
05/28/2026

✨ Smart business owners don’t wait for retirement… they plan for it. ✨

If you’re incorporated, there’s a powerful strategy many successful entrepreneurs use to:
• 🛡️ Protect your business
• 📈 Build tax-deferred wealth
• 💸 Create a stream of tax-free retirement income
—all within your corporation.

Most people think these strategies are only for large companies or wealthy CEOs…
but the truth is:

🌟 Small business owners can benefit the most.

Imagine having a plan that:
• 🧩 Helps safeguard your business if something unexpected happens
• 🌱 Builds long-term cash value quietly in the background
• 🔐 Lets you access retirement funds without increasing your taxable income

This is one of the most underused yet highly effective ways for business owners to maximize the value of everything they’ve worked so hard to build.

If you’re an incorporated professional, contractor, consultant, or entrepreneur, this strategy could change the way you think about retirement forever.

Ready to see how it works?

📅 Book a complimentary strategy session:
https://link.dumayacdano.com/widget/booking/KJuLj2wW5xgFe99cF61M

🌐 Visit my website:
https://main.dumayacdano.com/

Let’s build a retirement plan that works as hard as you do. 💼✨

💐 Because Love Doesn’t End with Life… 💐We all want to leave our loved ones with memories, not financial burdens.That’s w...
05/28/2026

💐 Because Love Doesn’t End with Life… 💐

We all want to leave our loved ones with memories, not financial burdens.
That’s where Funeral Expense Insurance (also called Final Expense Insurance) comes in. 🌿

It’s a simple and affordable way to make sure that when the time comes, your family won’t have to worry about how to cover the costs of:
⚰️ Funeral or cremation services
🌸 Memorial expenses
🕊️ Outstanding bills or small debts

With just a small monthly contribution, you can ensure everything is planned, covered, and stress-free for those you love most. ❤️

Planning ahead isn’t about expecting the worst — it’s about protecting the people who matter most when they need it the most.

✨ Peace of mind for you.
✨ Comfort and clarity for your family.

If you’d like to learn more about how Funeral Expense Insurance works — or explore other solutions such as Life Insurance, Critical Illness, Disability Coverage, or Tax-Free Retirement Plans — I’d be happy to guide you through the options that best fit your needs.

👉 Book your appointment here: https://link.dumayacdano.com/widget/booking/KJuLj2wW5xgFe99cF61M

🌐 Visit my website: https://main.dumayacdano.com/

🏡 Planning to buy a home someday? Start preparing now!Did you know you may have the option to use your own Life Insuranc...
05/28/2026

🏡 Planning to buy a home someday? Start preparing now!

Did you know you may have the option to use your own Life Insurance coverage instead of bank mortgage insurance? In many cases, Term Life Insurance can provide flexible coverage and may cost less than mortgage insurance offered through a lender.

Getting coverage while you’re younger and healthier may also help you secure lower premiums for the future. Planning ahead today can help protect your loved ones and support your future homeownership goals. 💚

Let’s explore options that fit your needs and financial goals.

📞 Laurie Dano
📱 431-244-2235
🌐 https://main.dumayacdano.com/
📅 https://link.dumayacdano.com/widget/booking/KJuLj2wW5xgFe99cF61M
📘 Facebook: LaurieD Financial Wellness

🏡 Ready to Buy Your First Home in Canada? The First Home Savings Account (FHSA) is your tax-free ticket to homeownership...
05/28/2026

🏡 Ready to Buy Your First Home in Canada? The First Home Savings Account (FHSA) is your tax-free ticket to homeownership! Whether you're just starting to save or already dreaming of that perfect place, this registered plan is designed to help first-time buyers like you.

✨ Why FHSA? ✅ Contribute up to $8,000/year, with a lifetime max of $40,000 ✅ Tax-deductible contributions (like an RRSP!) ✅ Tax-free withdrawals when buying your first home

This is a game-changer for anyone looking to break into the housing market. Let’s make your dream home a reality—smartly and strategically.

📲 Learn more or book a free consultation with me here: 👉 https://link.dumayacdano.com/widget/booking/KJuLj2wW5xgFe99cF61M

🌐 Visit my website: 👉 https://main.dumayacdano.com/

Let’s build your future—one brick at a time. 🧱💙

💚🧡 Thinking about leaving a legacy for your kids someday? 👨👩👧👦✨Many parents work hard hoping their children will have a ...
05/28/2026

💚🧡 Thinking about leaving a legacy for your kids someday? 👨👩👧👦✨

Many parents work hard hoping their children will have a better future. One strategy worth learning about is Permanent Life Insurance. 🛡️💰

With Permanent Insurance, you may be able to:
✅ Leave a tax-free benefit to your loved ones
✅ Build potential cash value over time
✅ Create long-term financial security for your family
✅ Have peace of mind knowing your kids may be protected when you are gone ❤️

Some families compare this to investing in real estate 🏡. While real estate can be a good investment, it often requires:
🔸 Large upfront capital
🔸 Mortgage payments
🔸 Maintenance & property taxes
🔸 Tenant and market risks
🔸 Possible capital gains taxes when transferring wealth

Permanent Life Insurance may offer another way to create a legacy without needing to buy multiple properties. Depending on the policy and funding strategy, even smaller monthly contributions today may create a meaningful future benefit for your children. 🌱✨

⚠️ Important Reminder: Some permanent insurance products such as Universal Life include investment components that are NOT guaranteed and come with risks. Policy reviews are important to ensure your coverage continues to meet your goals.

Would you like to learn how this strategy may fit your family’s future plans? 💚🧡

📞 Laurie Dano
📱 431-244-2235

🌐 Website:
https://main.dumayacdano.com/

📅 Book a Complimentary Consultation:
https://link.dumayacdano.com/widget/booking/KJuLj2wW5xgFe99cF61M












Love Your Kids by Protecting Yourself First ❤️We do everything for our kids—give them love, guidance, and the best oppor...
05/28/2026

Love Your Kids by Protecting Yourself First ❤️

We do everything for our kids—give them love, guidance, and the best opportunities in life. But the greatest gift you can give them is financial security, no matter what happens.

✅ Life insurance ensures they’re taken care of if you're not around.
✅ Critical illness insurance protects your income so you can focus on recovery instead of finances.
✅ Peace of mind knowing your children will always have a secure future.

Loving your kids means leading by example—showing them that planning ahead is the ultimate act of love. Let’s make sure they’re always in a good place financially. 💙

Website: https://main.dumayacdano.com/
Appointment booking: link.dumayacdano.com/widget/booking/KJuLj2wW5xgFe99cF61M

🏡 Mortgage Insurance? Consider using Life Insurance instead.Did you know that personal Life Insurance may provide more f...
05/27/2026

🏡 Mortgage Insurance? Consider using Life Insurance instead.

Did you know that personal Life Insurance may provide more flexibility than traditional bank mortgage insurance? Instead of only helping cover your mortgage balance, Life Insurance can also help provide financial support for your loved ones based on the coverage you choose. 💚

With Term Life Insurance, many families appreciate having coverage that can help protect their home, support their family’s needs, and provide peace of mind during unexpected times. In many cases, getting coverage while you are younger and healthier may also help lower the cost.

Planning ahead today can help protect the people you love tomorrow. ✨

📞 Laurie Dano, CPA, CMA
Independent Insurance Broker
📱 431-244-2235
🌐 https://main.dumayacdano.com/
📅 Book an Appointment
📘 https://link.dumayacdano.com/widget/booking/KJuLj2wW5xgFe99cF61M

I’m currently connecting with individuals who are interested in building an additional income stream alongside their exi...
05/27/2026

I’m currently connecting with individuals who are interested in building an additional income stream alongside their existing job or business.

✔ Flexible schedule
✔ Structured training and mentorship provided
✔ No prior experience required
✔ Opportunity designed to supplement your current income

📍 Must be a resident of Canada

If you’re open to learning how this could fit into your schedule, let’s have a quick conversation.
📅 Book a time here: https://link.dumayacdano.com/widget/booking/KJuLj2wW5xgFe99cF61M
📞 Or call/text: 1-431-244-2235

Website: https://main.dumayacdano.com/

💚 I’m in the business of empowering families, securing futures, and investing in happiness.At the heart of everything I ...
05/27/2026

💚 I’m in the business of empowering families, securing futures, and investing in happiness.

At the heart of everything I do is one simple question:
✨ Have you protected what matters most? ✨

Protecting your family isn’t just about today—it’s about giving them peace of mind, stability, and confidence for tomorrow. Whether it’s life protection, health coverage, or building a solid financial foundation, planning ahead is one of the greatest acts of love ❤️.

Every family is different, and that’s why conversations matter.
💬 Let’s talk about what protection looks like for you—in a way that fits your goals, your life, and your budget.

📅 Book a conversation with me here:
👉 https://link.dumayacdano.com/widget/booking/KJuLj2wW5xgFe99cF61M

🌐 Learn more about how I can help:
👉 https://main.dumayacdano.com/

Because protecting what matters most is not a luxury—it’s a responsibility wrapped in love.

Have you ever wondered how to keep more of your retirement income instead of losing a large portion to taxes?Many profes...
05/27/2026

Have you ever wondered how to keep more of your retirement income instead of losing a large portion to taxes?

Many professionals work hard, maximize their RRSPs, and build strong pension income from employment — but later discover that higher retirement income can also mean higher taxes.

The good news is that, for insurable high-income professionals, there may be strategies available to help create additional retirement income in a more tax-efficient way through leveraging and proper financial planning.

With the right strategy, you may be able to:
• Supplement your retirement income
• Build additional tax-advantaged assets
• Create more flexibility during retirement
• Reduce the feeling of losing too much to taxes

Planning early matters. The sooner you understand your options, the more opportunities you may have available in the future.

Let’s explore whether these strategies may fit your goals and financial situation.

📞 431-244-2235
🌐 https://main.dumayacdano.com/
📅 https://link.dumayacdano.com/widget/booking/KJuLj2wW5xgFe99cF61M

Address

Units 32-34 1600 Steeles Avenue
Toronto, ON
L4K4M2

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