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

Mountain reflection in water

Water: A key investable theme of 2024

Jul 15, 2024 | |

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

Read more
Financial data display

Weaving the threads of U.S. equity outperformance

Jul 11, 2024 | |

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

Read more
engagement ring box

The cost of marriage: Money-related reasons couples wait

Jun 28, 2024 | |

A growing number of Americans are waiting to get married, with some couples choosing to skip the nuptials altogether to protect their wealth.

Read more

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 »

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields