LaurieD Financial Wellness

CPA, CMA & licensed insurance broker offering retirement income strategies, insurance, tax prep & bookkeeping. 📍 Toronto | Remote across Canada Scope of This Policy
This policy describes how Dumayac-Dano Financials Inc. ("we," "us," "our") collects, uses, and protects personal information in connection with our accounting, personal and corporate tax preparation, bookkeeping, and payroll services.

Our insurance brokerage services are provided through a separate managing general agency (MGA) arrangement, and personal information collected for insurance purposes is governed by that MGA's privacy policy, available at
https://main.dumayacdano.com/privacy-policy
2. Information We Collect
In the course of providing accounting, tax, bookkeeping, and payroll services, we may collect:
• Contact information (name, phone number, email, mailing address)
• Financial records, receipts, and statements provided for bookkeeping or tax preparation
• Income, expense, and business financial information for personal (T1) and corporate (T2) tax filings
• Payroll information, including employee names, wages, and banking details, where we provide payroll services on your behalf
• GST/HST and other business registration information
• Information submitted through our contact forms or booking tool
3. How We Use Your Information
We use the personal information described above to:
• Prepare and file personal (T1) and corporate (T2) tax returns
• Prepare financial statements and provide bookkeeping services
• Process payroll on behalf of business clients
• Prepare and file GST/HST returns
• Respond to inquiries and schedule consultations
• Comply with legal, regulatory, and professional obligations (e.g., CPA Ontario requirements, CRA reporting)
4. Disclosure of Information
We do not sell or rent personal information. We may share personal information with:
• The Canada Revenue Agency (CRA), where required for tax and payroll filings
• Professional or regulatory bodies (e.g., CPA Ontario), where required by law or licensing obligations
• Service providers who support our accounting operations (e.g., bookkeeping software, secure document storage, payroll processing platforms), under confidentiality obligations
5. How We Protect Your Information
We take reasonable administrative, technical, and physical safeguards to protect financial and personal information against unauthorized access, disclosure, alteration, or loss, including secure storage of physical and digital records and restricted access to client files.
6. Retention of Information
We retain financial and tax records only as long as necessary to fulfill the purposes for which they were collected, and as required by CRA and applicable professional retention rules.
7. Your Rights
You may request access to the personal information we hold about you, ask that inaccurate information be corrected, or ask questions about how your information is used, subject to legal and professional record-keeping obligations. To make a request, contact us using the information below.
8. Changes to This Policy
We may update this policy from time to time.
9. Contact Us
If you have questions about this policy or how your personal information is handled for accounting, tax, or bookkeeping services, contact us:
• Phone: 431-244-2235
• Website: https://dumayacdano.com
• Booking: https://link.dumayacdano.com/widget/booking/099W63RiHodPL6qj6ek8
Last updated: 8.12.2026