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Contact Us

We'd love to hear from you

Patrick Neary

Certified Financial Planner, CFP® 

Investment Representative

Mobile: 902.314.7722
Email: patrick@cradlewave.ca*

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Office Address

Queen Square Centre

119 Queen Street, Suite 102

Charlottetown, PE  C1A 4B3

By Appointment Only

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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