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 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear 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

Let's start the conversation

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Meet the team

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Latest Insights

Social Media

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Biden announces cap on rent prices

Biden says that the plan is aimed at stopping corporate landlords who are seeking to take advantage of the housing shortage.

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Do Shocking College Tuition Prices Reflect What Students Actually Pay? - EdSurge News

Odds are good that students won't be charged sticker price for college tuition.

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Summer’s here and it’s a good time to check in on mid-year financial goals, make necessary adjustments and eliminate unproductive debt from your finances. Schedule a call and let’s review your goals together.