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

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

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

Young couple meeting with financial advisor

Ten key discussion points for your mid-year review

A mid-year review can be a perfect time to reassess and adjust your financial strategy.

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PDF Document

26-01-4177300_investorsedge_spring2026_news_mlb_qc-dce5a3b389234edba890218c505c8c8c.pdf

In the Investor’s Edge newsletter for spring 2026, read tips for legacy planning, how AI fits into wealth planning, fixed income and equity investing ideas for different stages of life, plus how to see your financial picture in one place with RBC Total Wealth.

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How is the U.S. economy holding up amid a series of “never-before-seen” shocks its facing? Headline growth forecasts look resilient, but is that all that meets...

US Economy Amid Shocks: RBC Economics Analysis | RBC Economics posted on the topic | LinkedIn

How is the U.S. economy really holding up? RBC Economics looks past the headline growth forecasts to uncover three crosscurrents worth monitoring. If you're wondering what this means for your investments, this is worth your time.

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How do you make sense of the constant stream of economic data? RBC Economics' new U.S. Monthly Executive Briefing does exactly that - connecting the dots between weekly updates and the bigger picture. Their first edition conclusion: It's hard to bet against the U.S. economy.

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