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

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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

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Meet the team

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Latest Insights

New York Stock Exchange

U.S. equity returns in 2025: Record-breaking resilience

U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

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Social Media

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Keeping an eye on the cost-of-living (COLA) increase for 2026 is essential for your retirement planning and financial security. Learn more about this topic and how it may impact your future.

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PDF Document

year-endplanning-1469b71b43144164888ea88379706b38.pdf

Now is an ideal time to consider year-end strategies that may benefit you and to plan for the year ahead. This year-end checklist can help with your planning. Let me know if I can help you explore personalized solutions.

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U.S. retail sales data for September is stale, but it does show how consumers fared before the government shutdown. Consumers may be running out of steam after...

U.S. retail sales data for September is stale, but it does show how consumers fared before the government shutdown. Consumers may be running out of steam after months of tariff front loading. RBC… | RBC Economics

The latest RBC Economics analysis highlights that September's U.S. retail sales data, while somewhat dated due to the recent government shutdown, reveals consumers may be losing momentum after months of tariff-driven front-loading.

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