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Retiring With Confidence

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Retiring With Confidence is a podcast for Albertans and British Columbians approaching or living in retirement who want clarity, structure, and peace of mind in their financial decisions. Hosted by Wesley Forster, CFP, CEA, a veteran financial advisor with decades of experience and the rare perspective of having lived the retirement transition himself, the show focuses on the real questions people face as they move from earning income to relying on their retirement plan. Questions about retirement income, market risk, taxes, insurance, estate planning, and long-term security are explored through a calm, practical lens grounded in both professional insight and lived experience.

Each episode answers one important retirement question that most people do not realize they should be asking until it is too late. Rather than overwhelming listeners with technical detail or product talk, the show provides clear explanations that help people understand their options, trade-offs, and potential blind spots without needing to become financial experts.

Retiring With Confidence is designed for individuals and couples who have saved diligently, built meaningful assets, and want to feel informed and in control of their financial future. Whether you are preparing to retire, newly retired, or several years into retirement, this podcast helps you make thoughtful decisions, avoid costly mistakes, and move forward with confidence.

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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