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Your Wealth,
Illuminated.

Clarity

Confidence

Control

Book Your Complimentary Financial Clarity Visit

With Dylan Brown, CFP, CIWM, CLU

Your Wealth,
Illuminated.

White text: Clarity, Confidence, Control on dark background.

Book Your Complimentary Financial Clarity Visit

With Dylan Brown, CFP, CIWM, CLU
Who We Are

An independent, planning-first wealth management firm aligned with your goals and values.

Who We Help

Families and Business Owners building and protecting multi-generational wealth.

Why Clients Choose Us

Evidence-based advice, full transparency, fiduciary care and a relationship for the long term.

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Comprehensive Planning

Integrating investment, retirement, tax, insurance and estate planning into one personalized strategy.

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Independent Guidance

Objective recommendations without proprietary products, sales quotas, or corporate agendas.

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Disciplined Portfolio Strategy

A diversified, high-quality, low-cost approach based on decades of academic research.

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Clear Direction

A customized roadmap to keep you on track through changing markets and life events.

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Has your financial life outgrown the level of advice you're receiving?

It’s time for a more thoughtful, coordinated approach.

As your life becomes more complex, the decisions you make with your money carry more weight – and more consequences.

At Lumin Wealth, we bring every aspect of your financial life into one clear, cohesive strategy.  From comprehensive planning and tax strategy to disciplined, evidence-based investing, everything works together with purpose – so you can make better decisions, protect what you’ve built, and move forward with confidence, knowing everything is aligned.

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Your Journey with Lumin Wealth

Every successful financial journey starts with a clear process – one designed around your life, not paperwork, products, or sales quotas. 
Here’s what you can expect when you work with Lumin Wealth.

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Start With Clarity

We begin by getting to know you-your goals, values, family, career, and what matters most. This is a relaxed, no-pressure conversation focused entirely on you.

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45-60 Minute Conversation

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Discover Your Full Picture

We take a close look at your complete financial picture—investments, retirement plans, tax situation, insurance, estate planning, and more. Our goal is to understand what you have, what’s working, and where opportunities may exist.
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No Cost or Obligation

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Build a Plan That's Yours

We design a clear, cohesive strategy tailored to your goals and priorities. You’ll receive a straightforward plan that explains every recommendation, why it matters, and how it supports your long-term goals.
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Tailored to Your Goals

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Stay Aligned

Life changes, and so does your plan. We provide ongoing guidance, proactive monitoring, and regular reviews to help you stay on track—so you can move forward with confidence through every chapter of your life.

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Long Term Partnership

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What Our Clients Say

Trusted by individuals and families at every stage of their financial journey.

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Dylan takes the time to truly understand what matters most. His advice is thoughtful, objective, and always in our best interest.
Michael & Laura T.(client since 2012)
Dylan combines expert financial advice with a genuine commitment to his clients' success. He takes the time to explain complex concepts clearly, helping us make confident decisions while always keeping our best interests at heart.
C. Moffit(client since 2012)
Whenever we need guidance, Dylan is quick to respond with thoughtful advice and practical solutions. His professionalism, knowledge, and attention to detail give us confidence that we're always moving in the right direction.
D. & S. McDonald (client since 2004)
Dylan puts his clients first in every interaction. He takes the time to ensure we understand our options, provides clear recommendations, and helps us feel confident about our financial future.
M. & M. Woltz (client since 1999)
For many years, Dylan has provided dependable advice, exceptional service, and consistent support. His integrity, expertise, and commitment to doing what's best for his clients have earned our complete trust.
M. Henhoeffer (client since 1999)
Dylan genuinely cares about the people he serves. His approachable style, personalized guidance, and sincere interest in our goals make us feel valued, understood, and well cared for.
P. Knapp (client since 2002)
Dylan is knowledgeable, trustworthy, and highly professional. He keeps us informed of important changes, provides sound financial guidance, and helps us stay focused on achieving our long-term goals.
W. & J. Ziebart (client since 1999)
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Clarity begins
with a conversation.

Every lasting financial plan begins with understanding.

Let’s start with yours.

Book Your Complimentary
Financial Clarity Visit

Trusted by individuals and families across Canada since 1999.

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dbrown@luminwealth.ca

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866.944.4232

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218-3270 Electricity Drive Windsor, Ontario N8W 5J1

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