Helping you grow more than wealth

Welcome

Using traditional values and contemporary strategies, Clement Investment Group builds and manages custom-tailored portfolios and uses RBC models along with money managers across the country for individuals, corporations, foundations, trusts, and retirement plans. The team is dedicated to providing clients with the highest level of service and are prepared to assist in all aspects of their financial needs, from wealth management planning, asset allocation, security selection and funding for retirement and education.

Our goal is to provide clients with the highest level of service possible. We are committed to working relentlessly to help our customers achieve their financial goals. This is done by establishing objectives, implementing strategies, and maintaining contact with clients to the extent desired. Our business has grown significantly over the past 30 years almost entirely through referrals and our philosophy will continue to be putting our clients first. The success we've had has been a direct result of our client centric approach and persistent work ethic. Together, the Clement Investment Group manages over $760 million in client assets.

Brian Clement named to be a Barron's award recipient

At the Clement Investment Group, we are incredibly honored that Financial Advisor Brian Clement was named one of Barron’s Top 1,200 Financial Advisors in the years 2019, 2020, 2021, 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. Congratulations, Brian!

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Global Insight 2024 Outlook coverGlobal Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

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 our group

Clement Investment Group team photo

 

Advice you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

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Latest Insights

U.S. Capitol building

U.S. debt: Not living on borrowed time

Dec 07, 2023 | Atul Bhatia, CFA

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

Read more

Let's start the conversation

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