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Certified Financial Planner
Patrick Neary, CFP, EPC, BBA
Meet Your Advisor
Patrick Neary is an established Certified Financial Planner (CFP®) in Charlottetown, Prince Edward Island. Since 2005, Patrick Neary has successfully helped high net worth clients build and preserve their wealth and financial security. From highly personalized portfolio management to comprehensive financial planning, Cradle Wave Financial Group Inc. offers an extensive range of financial services combined with outstanding professionalism and qualifications.
Our Planning Process
Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making goals come true.
I will work with you to:
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Evaluate your requirements, investment comfort level and life stage
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Create a customized plan that manages risk and brings goals within reach through an integrated planning process
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Recommend products and services that best help in achieving these goals
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Make sense of your options through analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists, including a private wealth counsellor
16+
Years of Experience
300+
Hours Studied for CFP® Exam
30+
Continuing Education Credits Each Year
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