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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.
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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:

  • Evaluate your requirements, investment comfort level and life stage

  • Create a customized plan that manages risk and brings goals within reach through an integrated planning process

  • Recommend products and services that best help in achieving these goals

  • 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

Dream it. Plan it. Live it.

Book Your No Obligation Financial Needs Assessment today.

20+

Years of Experience

300+

Hours Studied for CFP® Exam

30+

Continuing Education Credits Each Year

The information on this website is intended for residents of Prince Edward Island, New Brunswick, Nova Scotia and Northwest Territories only.

Click here to view legal, copyright and trademark information.

Insurance products, including segregated fund policies, are offered through Cradle Wave Financial Group Inc., and Patrick Neary offers mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.  

For the Quadrus privacy policy, click here  
 

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.
 

Insurance Products, including segregated fund policies, are offered through Cradle Wave Financial Group Inc., and Investment Representative Patrick Neary offers mutual funds and compensated referrals through Quadrus Investment Services Ltd.

* The use of e-mail is not a secure medium and personal information should be transmitted by more secure means.

Affiliated with Canada Life.

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Queen Square Centre

119 Queen Street, Suite 102

Charlottetown, PE C1A 4B3

By Appointment Only

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© Cradle Wave Financial Group Inc.

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