Patrick Neary, CFP®, EPC, BBA

Certified Financial Planner,

Investment Representative

Patrick Neary has earned strong loyalty from his clients based on a solid track record of expert investment planning, risk management and tax planning advice.

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Cradle Wave Financial Inc. was built on the philosophy that every client deserves individual service and independent advice to suit their personal financial goals. Patrick strives to provide the highest standards of integrity and professionalism to you.  

Patrick earned a Bachelor of Business Administration from the University of Prince Edward Island in 2005, and shortly after graduating began working on his Certified Financial Planner, CFP® and Elder Planner Counsellor (EPC) designations. With over 15-years of experience in the Financial Services industry, Patrick knows the skills and proficiency to bring the best to his clients.

“There is a plan uniquely suited to your specific needs"  - Patrick Neary, Founder and President of Cradle Wave Financial

When Patrick's not perfecting financial plans, you can find him watching hockey (Go Habs!), travelling with his wife Crystal, barbequing with friends and family, golfing and being a proud father to his four-legged Boston Terrier, Rio. 

Quick Facts

Pet 

Boston-Terrier, Rio

Favourite Golf Course 

Stanhope Golf Club - Proud member since 1996

Favourite Date Night

I'm a foodie - Supporting any one of our local restaurants.