Personal relationships. Global resources.


Value statement

Our team is focused on providing customized investment advice and unparalleled service. We incorporate the global resources of the RBC platform to offer bespoke investment solutions to families, trusts, corporations, foundations and charitable organizations. 

Our team is dedicated to implementing customized investment strategies designed to provide the service, solutions, and strategies needed to help preserve capital, maintain growth and prepare for the transfer of wealth. This may include working with your legal and tax advisors to confirm we are optimizing your planning opportunities. We bring a financial consulting discipline to the investment process and view our client relationships as life long. We look forward to the opportunity to assist you with your wealth management needs.

Latest Insights

Wine glass in front of wine rack

Exploring fine wine as an investment

Jul 23, 2024 | |

Investing in fine wine may be an idea you’re exploring. Learn more about factors to consider in the current Investor’s Edge newsletter.

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Couple holding hands walking in marina

Are you prepared for the sunsetting tax laws?

Jul 23, 2024 | |

Are you prepared for the sunsetting tax laws? Read the full article on changing provisions to the 2017 Tax Cuts and Jobs Act in the new issue of Investor’s Edge.

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Advisor meeting with couple

AI is no match for the human connection

Jul 23, 2024 | |

Artificial Intelligence (AI) is no match for the human connection in wealth management. Read more in the current issue of Investor’s Edge.

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Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about Cedar Summit Financial Advisors. 

Proud to work with a nationally recognized teammate

We are very proud to announce that Cyril Mouaikel has been recognized as one of Forbes Best-In-State Wealth Advisors in 2020, 2021, 2022, 2023, 2024 and one of AdvisorHub's "Advisors to Watch" in 2022 and 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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