Patrick Neary, BBA, CFP, EPC Certified Financial Planner & Invest. Rep.

10/12/2026

🦃 Happy Thanksgiving!
Truly grateful for the trust and partnership of my valued clients and community.
Wishing you and your loved ones a warm, peaceful, and joyful holiday season filled with gratitude and good company.
Thank you for allowing me to be part of your financial journey.

07/05/2026

Go Lily & the 2026 U17 PEI Whitecaps 🙌 🙌 🙌

📣 Sponsor Shoutout! 📣

06/21/2026

Happy Father's Day!

05/10/2026

Happy Mother's Day! 💐💖🌹

04/30/2026

Happy to support & Draft Team PEI 2026 Powerlifting athlete, Sophia Allen through PEI Special Olympics 🙌

Thank you Cradle Wave Financial for supporting Team PEI 2026 Powerlifting athlete, Sophia Allen through our Draft an Athlete campaign 🙌

Athletes like Sophia are working hard to prepare for the Special Olympics Canada Summer Games Medicine Hat 2026. We are thankful to have such a generous community supporting our athletes 👏

Patrick Neary, BBA, CFP, EPC Certified Financial Planner & Invest. Rep.

04/05/2026

Wishing you and your family a joyful Easter filled with happiness and time well spent with loved ones.

As the season of new beginnings arrives, it’s also a great time to reflect on your financial goals and plan for the future with confidence. I'm here to help guide you every step of the way.

🌼 Here’s to growth, prosperity, and a fresh start this spring!

02/15/2026

Happy Islander Day! 🇨🇦
A friendly reminder that the RRSP deadline is March 2nd — let’s make the most of your 2025 tax savings.

01/01/2026

Happy New Year! 🎉 Wishing you prosperity, health, and success in 2026!

12/22/2025

🎄✨ Merry Christmas!

Wishing you and your loved ones a joyful holiday season filled with peace, happiness, and time well spent together.

As we look ahead, may 2026 bring you continued success, prosperity, and—most importantly—great health.
Thank you for your trust and support.

Here’s to a bright year ahead! 🎉

11/21/2025

See how an RRSP provides tax advantages and can help you buy your first home or fund education while growing your investments.