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 Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. 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

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The Fed adjusts its focus, but the rate outlook remains blurry

The Fed keeps playing down upside risks to inflation, but did it just start playing up downside risks to labor markets? Ahead of key jobs data, how sensitive might the Fed be to any labor market weakness?

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We discovered having a personalized wealth plan will help simplify your life and increase feelings of security, especially as you plan for retirement. Reach out for your plan to help secure your financial future.

Learn about the pros and cons of the nuclear energy space as the industry experiences a rebirth amid the global energy transition. Read our latest responsible investing newsletter: https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/solutions/responsible-investing-newsletter.pdf

Stop struggling with small talk by using the simple 'FORD method'

Having trouble knowing how to connect with others during work events, business calls, and other social situations? Try these topics of conversation that work with just about anyone.

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