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 partnerships. We look forward to the opportunity to assist you with your wealth management needs.

Latest Insights

Shibuya intersection

Shaking up corporate Japan

Feb 22, 2024 | |

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

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Positioning for inflation shocks

Feb 15, 2024 | |

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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Audio commentary | Investing in 2024: Your questions, our answers

Feb 15, 2024 | |

Janet, Tylar, and Alan share the key questions on investors’ minds along with RBC Wealth Management’s perspectives on the forces shaping markets.

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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.

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 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 Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

Read the Global Insight Monthly »

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