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

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.

11/11/2025

On this Remembrance Day, we pause to honour the courage and sacrifices of those who served and continue to serve our country. Their bravery and commitment to peace will never be forgotten. We remember, we reflect, and we give Thanks. Lest we forget.

10/31/2025

Happy Halloween! 🎃🦇👻

10/21/2025

⚾💙 Let’s Go Blue Jays! 💙⚾

Toronto’s team has shown grit, hustle, and heart all season long — and now, it’s all eyes on the World Series!

I'm proud to cheer on our Jays as they continue their incredible run.