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Meet Your Advisor

Patrick Neary, CFP®, EPC, BBA

Certified Financial Planner,

Investment Representative

patrick@cradlewave.ca*

(C) 902.314.7722

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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.

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

When he’s not crafting financial strategies, Patrick enjoys cheering on the Habs, traveling with his wife Crystal, grilling with friends and family, hitting the golf course, and spending time with his 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. 

Dream it. Plan it. Live it.

Book Your No Obligation Financial Needs Assessment today.

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

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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.

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

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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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