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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Meet the team

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Latest Insights

Royal Exchange and Bank of London

Global Insight 2025 Outlook: United Kingdom

Amid efforts to stimulate growth in the face of economic challenges, we see selective long-term opportunities in both equities and fixed income.

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Social Media

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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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Starting in 2025, older workers can save even more for retirement via 401(k) catch-up contributions. Here's what investors need to know.

Big retirement rule changes are coming in 2025 — here's how you can save more money

The IRS just unveiled changes regarding retirement contributions and deferrals for the new year. Read more about these revisions.

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