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 Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. 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

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Meet the team

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Latest Insights

The White House

Pondering a U.S. policy potpourri

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

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Social Media

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If you’re 73 or older and haven’t taken your required minimum distributions (RMDs) from your IRAs yet this year, let’s talk. You have options, including competitive yields for your cash as part of your wealth plan.

Now is an ideal time to consider year-end strategies that may benefit you and to plan for the year ahead. We have a year-end checklist that can help. Connect with me to schedule a consultation to learn more.

Leadership development programs often fail for five common reasons. Michael Peterman offers solutions to develop a strong leader pipeline.

5 reasons your leadership development program isn't working - SmartBrief

There is a common notion that leadership development programs don’t often produce high-quality leaders. Read more to avoid some common pitfalls and find out how your program can improve.

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