Financial Planning That Turns Goals Into a Strategy
We translate your goals into a flexible financial roadmap, guiding every investment, tax, and retirement decision as your life evolves.
Your Goals. Your Plan. Your Peace.
Welcome to Luminaris Wealth Planning
Financial planning isn’t just about numbers – it’s about choices, priorities, & peace of mind.
At Luminaris Wealth Planning, we help you organize your finances so you can focus on living well. Our plans aren’t static documents. They’re living strategies that evolve as your life changes, guiding every investment, tax, and retirement decision along the way.
Planning-First Advice with Ongoing Support
Why Luminaris
Planning-First Advice
Every recommendation is guided by a comprehensive financial plan.
Ongoing Guidance
We don’t disappear after the first meeting - your plan evolves as life does.
Direct Advisor Access
You work with an advisor who knows your story and your goals.
Clarity Over Complexity
We simplify the financial noise so decisions feel manageable and confident.
Our Services
Each of our services plays a distinct role, working in concert to help protect, grow, and transfer your wealth with intention.
Risk Planning
Identifying and protecting against the blind spots that could derail your future.
Tax Planning
A year-round strategy to reduce your lifetime tax burden and increase efficiency.
Estate Planning
Thoughtful planning that ensures your wealth moves to the right people, at the right time.
A Thoughtful Approach to Financial Planning
Luminaris Wealth Planning was founded on the belief that financial planning should serve your life - not the other way around. We take the time to understand your values, your priorities, and your long-term vision before building a plan designed to support them.
Our role is to bring structure, clarity, and confidence to your financial decisions - so you can focus on what matters most.
Find Us in St. Catharines, ON
Address & Hours
Luminaris Wealth Planning proudly supports businesses from across Canada with Wealth Planning services. Find us at our office in St. Catharines, located in the Downtown.
Location
Hours
- Monday:08:00 am - 04:00 pm
- Tuesday:08:00 am - 04:00 pm
- Wednesday:08:00 am - 04:00 pm
- Thursday:08:00 am - 04:00 pm
- Friday:08:00 am - 04:00 pm
- Saturday:Closed
- Sunday:Closed
Ready to Plan With Confidence?
Whether you’re building your future or refining an existing plan, we’re here to help you move forward with clarity and intention.