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 - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. 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

Older couple sitting with their daughter in their living room looking at accounts on a tablet and discussing finances.

The Great Wealth Transfer and its impact on philanthropy

By involving heirs in philanthropic decisions today, families can create a clear path for continuing their charitable legacy.

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Social Media

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Interested in learning more about alternative investments and opportunities in the private credit market? Listen to this podcast on the rapid expansion of private credit featuring Eric Wise, head of alternate finance at RBC Capital Markets: https://lnkd.in/g2XKqz6D] Call or email me to discuss your ideas and interests.

Did you know married couples can split gifts, enabling you to give more? September is a great time to review gifting strategies, estate plans or trusts. As the year winds down, make sure your plans still reflect your goals, and your loved ones’ needs.

Did you know millennials expect to spend two decades or more in retirement? The amount of time you plan to spend in retirement is an important factor, as it directly affects your savings plans. Reach out to me to talk retirement goals.