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 - February 2025

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. 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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Learn more about us. 

Latest Insights

adult daughter talking to senior mother

How to talk to your parents about their estate plan

Conversations about values and wishes for their estate are as important as the planning itself.

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Social Media

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With teens, it doesn't help to just say no to screen time. Instead, experts suggest teaching them to be smarter viewers of content, and learn to recognize how...

Here are 4 ways parents can help their teens be smart with screen time

Researchers at the American Psychological Association offer some useful strategies to help parents manage their kids' screen time.

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With the annual college basketball tournaments underway, check out our college cost brackets to make sure you’re on track with your educational savings and retirement investment plans. https://docs.rbcwealthmanagement.com/us/68709-tuition-madness-bracket.pdf

Over $37 billion in scam losses have been reported to the FBI during the past five years. Learn more to protect yourself from cybercrime. https://docs.rbcwealthmanagement.com/us/0442-crypto-investment-scams.pdf