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

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in 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

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Meet the team

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Latest Insights

Headquarters downtown Beijing China - Global Insight 2026 Outlook

Global Insight 2026 Outlook: Asia-Pacific

The two largest Asian equity markets have the potential to rally further. Within corporate bonds, quality credits should prevail.

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U.S. retail sales data for September is stale, but it does show how consumers fared before the government shutdown. Consumers may be running out of steam after...

U.S. retail sales data for September is stale, but it does show how consumers fared before the government shutdown. Consumers may be running out of steam after months of tariff front loading. RBC… | RBC Economics

The latest RBC Economics analysis highlights that September's U.S. retail sales data, while somewhat dated due to the recent government shutdown, reveals consumers may be losing momentum after months of tariff-driven front-loading.

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23-04-02458-0437-personal-cybersecurity-5c91850780ef491c87dce301cbb58e1f.pdf

Holiday deals are everywhere and so are scammers. Protect yourself as you shop and avoid letting scammers steal your joy. Learn more about personal online security:

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In the Investor’s Edge newsletter for fall 2025, gain tips on using RMD funds, scoring a touchdown with wealth planning, investing when young, key strategic considerations for business owners and business succession planning.

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