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About Seravue Financial

Sail Through Retirement with Purpose and Peace of Mind

Seravue draws inspiration from two words:

Sera, representing care and compassion, and Vue, reflecting clarity and direction, because your retirement deserves both.

What Does Retirement Look Like to You?

Is it a quiet morning with your grandkids?

A sense of security that everything has been taken care of?

Or simply peace of mind, knowing your future is on track?

Whatever your picture of retirement is, it should be your journey, not someone else’s.

At Seravue, we help you fill in the blanks with a plan that reflects your priorities, your family, and your timeline.

Because retirement should happen on purpose, not by accident.

Where Does the Seravue 360 Plan Fit In?

The Seravue 360 Plan brings every part of your financial life together so nothing gets overlooked. It gives you a 360-degree view with no gaps across your income, tax strategy, investments, insurance, and estate wishes, all working in one clear direction.

Simple to understand. Easy to follow. Built around what matters to you.

“Why Me...Why Now!”

After decades of building a successful firm, I retired, only to discover something unexpected: the view from the other side of the desk changes everything.

For the first time, I experienced what it feels like to be the client. And I began to see how even good, honest people, people who’ve worked hard and done things right, can still feel rushed, uncertain, or overlooked when it comes to their financial future.

That time away made something clear: the work isn’t finished. And I still have something meaningful to offer.

So I came back, not for the income, but for the impact. To bring structure, empathy, and a proven process that helps people feel truly heard, fully prepared, and confident about their future.

Because when it comes to retirement, you don’t just need an advisor.

You deserve an advocate.

Structure Creates Freedom

I’ve always believed that structure is the foundation of freedom. That’s why I built a retirement planning process that doesn’t leave your future to chance.

It’s built around detailed checklists, not the kind that gather dust, but living tools that grow and adapt with you. As your life changes, so does your plan. Together, we revisit, refine, and improve it so it always stays aligned with what matters most.

That’s what makes it repeatable.
That’s what makes it real.
That’s what makes it work.



The Pilot’s Mindset



Aviation has shaped much of how I think and how I plan.

Flying demands discipline, precision, and humility. You prepare for everything. You follow the checklist. You never assume things will “work themselves out.”

Financial planning should be no different. The same mindset that keeps a pilot safe helps you stay on course for the retirement you deserve.

Experience Matters, But So Does Heart

I’ve built and sold a business. I’ve retired. I’ve trained hundreds of advisors. Through it all, I’ve learned that service, not sales, is what truly matters.

I hold myself to the same standards I expect from others. Because if you can’t do it for yourself, you can’t do it for others.

Too many advisors don’t have their own financial plan, and that creates risk for their clients. I’ve lived the planning process myself, and I bring that experience, discipline, and care to every relationship I build.

When I say you deserve better, I mean you deserve the same careful, thoughtful, lasting level of commitment I give my own family.

The Seravue Client Commitment

At Seravue Financial, we are dedicated to acting in your best interests. Every recommendation and piece of advice is tailored to your unique goals, risk profile, and financial situation, ensuring you receive advice that works for you.
We believe in full transparency regarding how we are compensated and how your information is handled. There are no hidden fees or surprises, only clear, honest communication.
We are committed to keeping you informed at every step of your financial journey. Questions and concerns are welcomed and addressed promptly because your peace of mind is paramount.
Our team is fully licensed and adheres to the highest professional and ethical standards established by regulatory bodies. This ensures you receive reliable guidance grounded in expertise.
Your privacy and data security are priorities. Our Privacy Policy outlines our stringent measures to safeguard your information while complying with all regulatory requirements.
Your feedback matters. We continually enhance our services based on your input and regulatory developments to provide the best possible client experience.
We are committed to continuing education to remain current with changes in the financial industry, ensuring our advice reflects the latest knowledge and best practices.
Should you ever feel dissatisfied with any aspect of our service, you can rely on clear, accessible channels for resolution, including direct contact with regulatory bodies and third-party advocacy organizations.
We strive to empower you with knowledge so you can make informed decisions with confidence, supported by our transparent disclosures and open dialogue.

At Seravue, nothing is left to chance. Every step of the way, I follow detailed checklists developed over decades of experience as a top advisor, a business builder, and even as a pilot, where precision and preparation mean everything. Retirement planning is too serious to leave room for guesswork. My repeatable system ensures that every important detail is addressed, and every decision is backed by process.

This is where the rubber meets the road, where lived experience, passion, and an uncompromising commitment to detail come together to help you and your family sail through retirement with clarity, purpose, and confidence.

A Lifetime of Leadership,
Still Focused on Learning

Wesley Forster, CFP, CEA.

"Certified Financial Planner (CFP) and Certified Executor Advisor (CEA)"

Over the course of my career and prior to my first go at retirement, I’ve written a book on becoming financially fit, “Know You Can: How to Become Financially Fit in 90 Days”, owned and operated an accounting firm, and founded a national financial planning organization. These weren’t just business milestones, they were real-world classrooms.

I’ve trained and mentored hundreds of financial advisors across Canada because I believe this profession still needs better leadership, and better listening.

And even now, after decades of doing the work, I still believe in continuing education.

In every area of life that matters, including flying, planning, family, and faith, I continue to study, reflect, and refine.

Because if you stop learning, you stop leading.

That’s the difference between good enough and exceptional, and that’s the difference I try to bring to every client conversation.

Send us an email today to request a call back. This isn’t just the first step toward retiring with confidence, it’s also the chance to fix things that may need extra attention or have been neglected.

Testimonials

  • We were clients of Wesley for more than 20 years, from our peak earning years through the transition into retirement. Over that time he helped us make sense of complex choices around saving, investing, and timing our retirement, always with clear explanations and meticulous follow‑through.

    Thanks to the plan we built together, we now have a predictable income, understand how our investments support our lifestyle, and feel comfortable making financial decisions in retirement. Although we strongly disagree on which teams to cheer for in professional sports, we still managed to work through it and maintain a very good relationship. We would gladly recommend Wesley to anyone who wants a steady, detail‑oriented advisor for the long term.
    Dwight and Karen (retired)
    Jarvis Web Solutions Ltd.
  • I first met Wesley by chance when I was on my way into a retirement planning seminar at a hotel in Calgary being put on by another firm and walked into Wesley’s seminar room by mistake. After a brief conversation with Wesley, I decided to attend his seminar instead, and shortly after that my spouse and I asked Wesley to take on our financial planning. As a professional engineer, I had always been very organized with our finances, building my own spreadsheets and even drafting our wills. Wesley respected that work and matched it with the same level of structure, thorough analysis, and attention to detail in our retirement, tax, estate, insurance, and investment planning. 

    For nearly 25 years, Wesley helped us move from accumulation to a well‑thought‑out retirement and was patient but persistent in guiding us to finally step back from work. My spouse and I retired earlier than many of our peers and feel comfortable with the plan that supports our lifestyle today. We have referred several family members and work colleagues to Wesley and have always felt our relationship was built on mutual respect and a shared commitment to doing things properly.
    David
    Jarvis Web Solutions Ltd.
At Seravue, we help you fill in the blanks with a plan that reflects your priorities, your family, and your timeline.

Because retirement should happen on purpose, not by accident.
Licensed in British Columbia, and Alberta
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Contact

Seravue Financial
1631 Dickson Avenue, Unit 1100
Kelowna, BC V1Y 0B5

(778) 760-5178
Toll-Free (877) 256-2565
clientservices@seravuefinancial.ca
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