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

Gold bars

Gold’s regime change?

Jun 26, 2025 | |

The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand.

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Retired man playing tennis

A comfortable retirement starts with a personal income plan

Jun 24, 2025 | |

Worried about outliving your savings? Learn how annuities can provide guaranteed income and stability in your wealth plan

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Father playing with young son

Giving while living: How to start gifting assets during your lifetime

Jun 24, 2025 | |

Lifetime gifting can be a useful wealth transfer strategy to mitigate taxes and help heirs.

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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 Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Let's start the conversation

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