# Seravue Financial - **Website:** - **Primary alias:** `seravuefinancial.ca` ## Description Seravue Financial is a retirement planning firm serving individuals and couples in British Columbia and Alberta who are approaching or living in retirement. Its purpose is to help clients shape a retirement around their priorities, family, and timeline, with a clear plan rather than guesswork. Seravue’s structured Seravue 360 Plan brings together tax planning, retirement income strategies, investments, insurance, estate planning, and lifestyle needs. The firm describes its investment advice as evidence-based and focused on each client’s plan, while insurance recommendations are explained transparently so clients can make informed decisions. Estate planning is approached as a personal process intended to reflect clients’ values and clarify their wishes. Seravue also emphasizes forward-looking tax planning, coordinated recommendations, and stress-testing plans against real-world conditions. Services include retirement planning consultations, discovery meetings, seminars, educational resources, and a podcast. The firm is led by Wesley Forster, a Certified Financial Planner and Certified Executor Advisor, who brings nearly 40 years of experience and personal experience in retirement. ## Industries - 💰 Finance - 💰 Financial Planning and Management _(under Finance)_ ## Links - [facebook](https://facebook.com/seravuefinancial) ## Logos & icons - logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idQ73fjL2o/w/2058/h/605/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791022564012) - icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idQ73fjL2o/w/900/h/900/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791022564230) ## Colors | Name | Hex | Theme | | --- | --- | --- | | Cloud Burst | #1d3141 | dark | | White | #ffffff | light | | Driftwood | #a8854d | accent | --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._