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 Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. 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

Let's start the conversation

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Meet the team

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Latest Insights

Woman checking stocks

Technical update: Signs of rotation support rebalancing portfolios

The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.

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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.

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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.

A new rule is going into effect next year that will affect high earners who make “catch-up contributions” in their 401(k)s or other tax-deferred workplace...

A new rule means some 401(k) contributions will no longer be tax-deferred. Here’s who will be affected | CNN Business

New tax rules for 401(k) catch-up contributions start next year. Workers over 50 will face taxes on these contributions, potentially impacting retirement savings. Let’s review your retirement plan to optimize your savings. Contact me to stay ahead!

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