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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Latest Insights

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U.S. productivity renaissance

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

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Read the latest trends and strategies in wealth planning for the year ahead with RBC Wealth Management's Global Insight 2025 Outlook. https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/insights/global-insight-2025-outlook.pdf

Citizenship comes with perks, and these five countries have programs that facilitate dual citizenship for U.S. citizens.

Thinking About Dual Citizenship Right Now? These Countries Make It Easy.

There can be many hurdles to cross when trying to live abroad, but a few countries have clear paths to getting a second passport through investment or descent.

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External self-talk reveals something about your personality.

The Surprising Benefits of Talking Out Loud to Yourself

Talking to yourself can be seen by others as strange, but is that true? Read what some experts think.

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