Helping you grow more than wealth

How we serve you

Clement Waugh Investment Services Group provide wealth planning solutions for organizations and individuals to help achieve their values and goals. James and Andrew continually provide high quality, value-added services for all clients. They strengthen client relationships through mutual trust, teamwork and education.

Investment philosophy

We recommend a strategic buy-and-hold asset allocation strategy. Investments are made with a client’s risk tolerance, time horizon and financial goals in mind.

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

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

Meet the team

Team photo

Learn more about us. 

Latest Insights

Man looking at financial data

The push and the pull of U.S. earnings

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

Read more

Social Media

See footer below for group’s social profiles >

How the National Debt Affects Your Investments

The national debt and deficit continue to rise. Should investors worry? Fixed Income Portfolio Manager Atul Bhatia says the sky isn’t falling and investors should refrain from repositioning their portfolios. Read more about Atul’s approach:

Read More

Fed Holds Rates Steady at 23-Year High: What the Experts Are Saying

The Fed didn't surprise anyone with its recent decision to continue to leave interest rates unchanged. Senior Portfolio Strategist Tom Garretson shared his reaction to the announcement with Kiplinger. Read the article for his thoughts!

Read More

We discovered having a personalized wealth plan will help simplify your life and increase feelings of security, especially as you plan for retirement. Reach out for your plan to help secure your financial future.