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 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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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Learn more about us. 

Latest Insights

Woman shopping for groceries

The Fed approaches a new phase of interest rate policy

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

Read more

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Hope your Christmas is festive and that you and your loved ones enjoy favorite traditions together!

If talking about money is difficult for you, our “Twelve easy conversations about money” can help with those discussions with your children. Direct message me today to receive your copy.

As we close out 2024, a review of your finances may be in order. Contact us to discuss your wealth planning assets and our strategic liquidity solutions.