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 NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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New wealth insights guide for young professionals

Today’s young professionals face many challenges when it comes to building wealth. Download our new guide on money matters for young professionals. It’s 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.

Let's start the conversation

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Meet the team

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Learn more about us. 

Latest Insights

Woman looking over her shoulder

Looking back, looking ahead – with guarded optimism

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

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Social Media

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The Ultimate Yosemite Guide, from a National Park Aficionado

Located in the Sierra Nevada mountains of California, Yosemite offers visitors an enticing blend of natural wonders and outdoor activities.

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Looking to make some year-end donations? It might be a great time to set up a donor-advised fund to help meet your charitable giving, legacy and wealth planning goals.

When less is more: Five premium off-the-grid vacations

If you've spent too many hours peering at screens in recent months, log off, unplug and recharge with tech-free retreats. Explore five premium off-the-grid vacations:

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