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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 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. 

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.

Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design and Canada Life Mutual Funds are trademarks of Quadrus Investment Services Ltd. used with permission.

 

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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© 2022 by Cradle Wave Financial Group Inc.

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