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 - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  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

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Meet the team

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Latest Insights

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Redder: Updating our U.S. Recession Scorecard

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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Social Media

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9 Ways For Boomers And Gen-Xers To Test-Drive Their Retirement Plans

MIT AgeLab, which is sponsored by RBC, highlights some interesting thoughts about work to do prior to retirement.

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QCDs Are a Tax-Smart Way for Retirees To Donate to Charity

Here’s a tax-smart way for traditional IRA owners, aged 70½ or older, to give to charity: Make a qualified charitable distribution.

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Congratulations to the class of 2024! Graduating represents seeing a commitment through until the end. Oftentimes, it also represents the sum of many sacrifices, made by both the student and their support networks. Enjoy this moment and embrace your exciting next chapter.