LaurieD Financial Wellness

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LaurieD Financial Wellness Helping you turn your income into lasting financial security. Dumayac-Dano Financials Inc. PRIVACY POLICY — ACCOUNTING, TAX & BOOKKEEPING SERVICES
1.

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

💚 I’m in the business of empowering families, securing futures, and investing in happiness.At the heart of everything I ...
10/14/2026

💚 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.

💚 **Laurie Dano, CPA, CMA**
🏢 Dumayac-Dano Financials Inc.

📞 **Phone:**
431-244-2235

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

📅 **Book a Meeting:**
https://link.dumayacdano.com/widget/booking/099W63RiHodPL6qj6ek8

📘 **Facebook:**
https://www.facebook.com/profile.php?id=100092680831803

💼 **LinkedIn:**
https://www.linkedin.com/in/laurie-dano-cpa-cma-064a2a52/

📸 **Instagram:**
https://www.instagram.com/lorieblooms/

🧾 **Services Offered:**
✅ Life Insurance
✅ Health & Dental Insurance
✅ Disability Insurance
✅ Critical Illness Insurance
✅ Travel Insurance
✅ Final Expense Insurance
✅ RRSP, TFSA, FHSA & RESP Education
✅ Segregated Funds & Financial Education
✅ Personal Tax Returns (T1)
✅ Corporate Tax Returns (T2)
✅ Bookkeeping Services
✅ Payroll Services
✅ GST/HST Returns
✅ Incorporation Services
✅ Business Consulting

💬 **Need help with insurance, investments, accounting, bookkeeping, or taxes? Feel free to message me!**

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

Do you own a corporation or are you incorporated and wondering how Corporate Insurance may help support your business an...
10/14/2026

Do you own a corporation or are you incorporated and wondering how Corporate Insurance may help support your business and long-term financial goals?

Many business owners are surprised to learn that permanent insurance can do more than just provide protection. When structured properly, it may also become part of a long-term corporate financial strategy.

Corporate-owned permanent insurance may help with:
• Business continuity and succession planning
• Creating tax-advantaged growth inside the corporation
• Building corporate assets that may be leveraged in the future
• Helping ease potential tax burdens during wealth transfer or transition
• Supplementing retirement planning strategies
• Providing liquidity for shareholders or estate needs

For incorporated professionals and business owners, understanding how insurance integrates with corporate planning can open opportunities that many people are not aware of.

Every corporation is different, and the right strategy depends on your goals, cash flow, business structure, and long-term plans.

Let’s explore whether corporate insurance planning may fit your business objectives.

💚 **Laurie Dano, CPA, CMA**
🏢 Dumayac-Dano Financials Inc.

📞 **Phone:**
431-244-2235

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

📅 **Book a Meeting:**
https://link.dumayacdano.com/widget/booking/099W63RiHodPL6qj6ek8

📘 **Facebook:**
https://www.facebook.com/profile.php?id=100092680831803

💼 **LinkedIn:**
https://www.linkedin.com/in/laurie-dano-cpa-cma-064a2a52/

📸 **Instagram:**
https://www.instagram.com/lorieblooms/

🧾 **Services Offered:**
✅ Life Insurance
✅ Health & Dental Insurance
✅ Disability Insurance
✅ Critical Illness Insurance
✅ Travel Insurance
✅ Final Expense Insurance
✅ RRSP, TFSA, FHSA & RESP Education
✅ Segregated Funds & Financial Education
✅ Personal Tax Returns (T1)
✅ Corporate Tax Returns (T2)
✅ Bookkeeping Services
✅ Payroll

💼💪 Most of us work hard every single day for one main reason: our family 👨👩👧👦❤️We sacrifice our time, energy, and comfor...
10/14/2026

💼💪 Most of us work hard every single day for one main reason: our family 👨👩👧👦❤️

We sacrifice our time, energy, and comfort to give them a better life 🌱✨
But it’s also important to pause and ask ourselves a deeper question:

🤔 If something were to happen to me tomorrow, would my family be protected?

💞 Love does not stop when we are gone.
True care means planning ahead—so our loved ones are not left struggling financially, emotionally, or burdened by difficult decisions.

🛡️ One way to protect them is through proper coverage such as:
✔️ Life Insurance
✔️ Disability Insurance
✔️ Critical Illness Insurance

Each one is designed to support your family during different life events.

Being prepared is not about fear.
👉 It’s about responsibility.
👉 It’s about love.
👉 It’s about leaving peace, not problems.

🌟 Make yourself a blessing to your family—even in your absence.
🚫 Don’t leave them with uncertainty when you can leave them with security.

🤝 I can help you tailor a protection plan that fits your needs and works within your budget.

💚 **Laurie Dano, CPA, CMA**
🏢 Dumayac-Dano Financials Inc.

📞 **Phone:**
431-244-2235

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

📅 **Book a Meeting:**
https://link.dumayacdano.com/widget/booking/099W63RiHodPL6qj6ek8

📘 **Facebook:**
https://www.facebook.com/profile.php?id=100092680831803

💼 **LinkedIn:**
https://www.linkedin.com/in/laurie-dano-cpa-cma-064a2a52/

📸 **Instagram:**
https://www.instagram.com/lorieblooms/

🧾 **Services Offered:**
✅ Life Insurance
✅ Health & Dental Insurance
✅ Disability Insurance
✅ Critical Illness Insurance
✅ Travel Insurance
✅ Final Expense Insurance
✅ RRSP, TFSA, FHSA & RESP Education
✅ Segregated Funds & Financial Education
✅ Personal Tax Returns (T1)
✅ Corporate Tax Returns (T2)
✅ Bookkeeping Services
✅ Payroll Services
✅ GST/HST Returns
✅ Incorporation Services
✅ Business Consulting

💬 **Need help with insurance, investments, accounting, bookkeeping, or taxes? Feel free to message me!**

10/14/2026

🙏 Everything is Yours, Lord. ❤️
As we count our blessings, we also remember the losses, the sadness, the struggles, and the seasons we did not understand.
Through the joy and through the pain, we surrender it all to You. Everything we have, everything we’ve lost, and everything still to come belongs to You.
Lord, teach us to trust You in every season and to believe that You are still working, even when we cannot see it. ✨
Everything is Yours, Lord.

10/14/2026

🛡️ LIFE INSURANCE SERIES • 7 OF 10

🟠 CAN YOU ACCESS CASH FROM YOUR LIFE INSURANCE? 💰

🟢 WHILE YOU'RE STILL ALIVE?! 😲

Most people think life insurance only provides money when someone passes away.

But did you know that certain life insurance policies may also offer financial flexibility while you're alive?

🤔 How is that possible? And what should you know before accessing the money?

🎥 Watch Day 7 of my 10-Day Life Insurance Series to find out!

🟢 Curious whether your life insurance has cash value features—or which policy may fit your financial goals? I CAN HELP!

👇 Book your complimentary discovery call:

https://link.dumayacdano.com/widget/booking/uAfKYXUoR9QpPvRUTJh7

Cash value features and access depend on the policy. Withdrawals or loans may reduce policy benefits, involve interest charges, or have tax consequences. Not all life insurance policies build cash value.



🔜 Tomorrow, let's explore the investment side of Universal Life Insurance!

Buying Your First Home in Canada?Meet the FHSA (First Home Savings Account)Save up to $40,000 for your first home✔ Contr...
10/14/2026

Buying Your First Home in Canada?
Meet the FHSA (First Home Savings Account)

Save up to $40,000 for your first home
✔ Contributions are tax-deductible
✔ Withdrawals for a first home are tax-free
✔ Combines the best features of an RRSP + TFSA

If you’re planning to buy your first home, the FHSA can significantly reduce your taxes while helping you build your down payment faster.

Not sure how it works with your income, RRSP, or TFSA?
Let’s plan it properly.

💚 **Laurie Dano, CPA, CMA**
🏢 Dumayac-Dano Financials Inc.

📞 **Phone:**
431-244-2235

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

📅 **Book a Meeting:**
https://link.dumayacdano.com/widget/booking/099W63RiHodPL6qj6ek8

📘 **Facebook:**
https://www.facebook.com/profile.php?id=100092680831803

💼 **LinkedIn:**
https://www.linkedin.com/in/laurie-dano-cpa-cma-064a2a52/

📸 **Instagram:**
https://www.instagram.com/lorieblooms/

🧾 **Services Offered:**
✅ Life Insurance
✅ Health & Dental Insurance
✅ Disability Insurance
✅ Critical Illness Insurance
✅ Travel Insurance
✅ Final Expense Insurance
✅ RRSP, TFSA, FHSA & RESP Education
✅ Segregated Funds & Financial Education
✅ Personal Tax Returns (T1)
✅ Corporate Tax Returns (T2)
✅ Bookkeeping Services
✅ Payroll Services
✅ GST/HST Returns
✅ Incorporation Services
✅ Business Consulting

💬 **Need help with insurance, investments, accounting, bookkeeping, or taxes? Feel free to message me!**


🌳 **Whole Life PAR: Protection Today. Legacy Tomorrow.**What if your life insurance could do more than provide a death b...
10/14/2026

🌳 **Whole Life PAR: Protection Today. Legacy Tomorrow.**

What if your life insurance could do more than provide a death benefit?

Whole Life Participating (PAR) Insurance is designed to provide lifelong protection while building guaranteed cash value over time.

✅ Lifetime coverage

✅ Guaranteed cash value growth

✅ Level premiums that stay the same

✅ Tax-advantaged access to cash value*

✅ Create a lasting legacy for your loved ones

Think of it as building a strong financial foundation—one that can help protect your family while creating value for the future.

Whether you're planning for retirement, estate preservation, or leaving a legacy, Whole Life PAR may be worth exploring.

Let's discuss whether Whole Life PAR fits your financial goals and long-term plans.

📩 Send me a message or book a consultation to learn more.

*Policy loans and withdrawals may reduce the cash value and death benefit and may have tax implications.*

*Coverage, premiums, dividends, and eligibility are subject to underwriting and policy terms. Dividends are not guaranteed and may vary based on the insurer's participating account performance.*

💚 Need help with insurance, investments, accounting, bookkeeping, or taxes? Let's connect.

Laurie Dano, CPA, CMA

📞 431-244-2235

🌐 https://dumayacdano.com

📅 Book a Meeting:
https://link.dumayacdano.com/widget/booking/099W63RiHodPL6qj6ek8

📘 Facebook:
https://www.facebook.com/profile.php?id=100092680831803

💼 LinkedIn:
https://www.linkedin.com/in/laurie-dano-cpa-cma-064a2a52/

📸 Instagram:
https://www.instagram.com/lorieblooms/

🧾 Services Offered:
✅ Life Insurance
✅ Health & Dental Insurance
✅ Disability Insurance
✅ Critical Illness Insurance
✅ Travel Insurance
✅ Final Expense Insurance
✅ RRSP, TFSA, FHSA & RESP Education
✅ Segregated Funds & Financial Education
✅ Personal Tax Returns (T1)
✅ Corporate Tax Returns (T2)
✅ Bookkeeping Services
✅ Payroll Services
✅ GST/HST Returns
✅ Incorporation Services
✅ Business Consulting










✨ Wanted to earn extra income while learning valuable financial skills? ✨Join me in the financial industry where you’re ...
10/13/2026

✨ Wanted to earn extra income while learning valuable financial skills? ✨

Join me in the financial industry where you’re not only earning — you’re also learning! 💼📚

✔️ No huge capital needed to start
✔️ Flexible schedule
✔️ Training and mentorship provided
✔️ Work at your own pace
✔️ Keep your full-time job while building a side business
✔️ Opportunity to help families protect their future

Being an insurance advisor can be a rewarding business opportunity for those looking for flexibility, personal growth, and additional income potential. 🌱

Manage your own time and earn on your own time — it’s a win-win! 🙌

Let’s explore if this opportunity is right for you.

💚 **Laurie Dano, CPA, CMA**
🏢 Dumayac-Dano Financials Inc.

📞 **Phone:**
431-244-2235

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

📅 **Book a Meeting:**
https://link.dumayacdano.com/widget/booking/099W63RiHodPL6qj6ek8

📘 **Facebook:**
https://www.facebook.com/profile.php?id=100092680831803

💼 **LinkedIn:**
https://www.linkedin.com/in/laurie-dano-cpa-cma-064a2a52/

📸 **Instagram:**
https://www.instagram.com/lorieblooms/

🧾 **Services Offered:**
✅ Life Insurance
✅ Health & Dental Insurance
✅ Disability Insurance
✅ Critical Illness Insurance
✅ Travel Insurance
✅ Final Expense Insurance
✅ RRSP, TFSA, FHSA & RESP Education
✅ Segregated Funds & Financial Education
✅ Personal Tax Returns (T1)
✅ Corporate Tax Returns (T2)
✅ Bookkeeping Services
✅ Payroll Services
✅ GST/HST Returns
✅ Incorporation Services
✅ Business Consulting

💬 **Need help with insurance, investments, accounting, bookkeeping, or taxes? Feel free to message me!**


10/13/2026

🛡️ **LIFE INSURANCE SERIES • 6 OF 10**

🟠 **WHOLE LIFE VS. UNIVERSAL LIFE?**

🟢 **BOTH OFFER PERMANENT PROTECTION… SO WHAT'S THE DIFFERENCE? 🤔**

Did you know that two types of permanent life insurance can work very differently?

💰 What about guaranteed cash values, investment flexibility, and your comfort with risk?

**Which one may fit your financial goals?**

🎥 Watch **Day 6 of my 10-Day Life Insurance Series** to understand the differences in simple language!

🟢 **Not sure which life insurance option may fit your needs, budget, and risk tolerance? I CAN HELP!**

👇 **Book your complimentary discovery call:**

https://link.dumayacdano.com/widget/booking/uAfKYXUoR9QpPvRUTJh7

*Policy guarantees, cash values, investment options, costs, and risks vary by contract. Whole Life dividends are not guaranteed, and market-linked Universal Life investment returns can fluctuate. Suitability depends on individual circumstances.*



🔜 **Tomorrow, let's talk about how Life Insurance can build Cash Value!**

10/13/2026

🙏 Thank You, Lord. You are our everything. ❤️

You are our strength when we are weak, our peace when life feels heavy, our hope when the way seems uncertain, and our light through every season.

Thank You for Your love, Your guidance, Your protection, and the countless blessings You give us each day. ✨

Lord, may we always remember that with You, we have everything we truly need.

Address

Units 32-34 1600 Steeles Avenue
Toronto, ON
L4K4M2

Telephone

+14312442235

Website

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