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

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in 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

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Meet the team

Team photo

Learn more about us

Latest Insights

Currency exchange tickers

The U.S. dollar in transition: Cyclical volatility meets structural shifts

The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.

Read more

Social Media

See footer below for group’s social profiles >

Earn 3.61% APY with RBC Premium Savings for qualifying cash held in your eligible RBC Wealth Management account. Reach out to me today to learn more. https://www.rbcwealthmanagement.com/en-us/solutions/premium-savings

Two octogenarian friends from Texas traveled around the world in 80 days, demonstrating that age is not a barrier to adventure. For individuals planning their own travel in later life, this article offers guidance on budgeting, maximizing rewards, and selecting destinations.

Read More

Financial empowerment matters. Reach out to access the resources available to help people of all ages feel more educated regarding money, investing and wealth planning.