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.