Patrick Neary has built lasting relationships with his clients through a proven track record in investment planning, risk management, and tax strategy. His clients value his expertise and trust his guidance.

At Cradle Wave Financial Inc., we believe every client deserves personalized service and truly independent advice tailored to their unique financial goals. Patrick is committed to delivering the highest standards of integrity and professionalism in every interaction.

A graduate of the University of Prince Edward Island with a Bachelor of Business Administration (2005), Patrick quickly pursued his Certified Financial Planner (CFP®) and Elder Planner Counsellor (EPC) designations. With over 20 years of experience in the financial services industry, he brings deep knowledge and insight to every client relationship.