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 - Feb 2024The death of (traditional value)

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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

Positioning for inflation shocks

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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Social Media

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RBC Capital Markets’ U.S. Municipal Finance group ranked #1 lead manager on negotiated new issues for 2023. Learn more about this achievement. https://docs.rbcwealthmanagement.com/us/3689-strength-in-the-municipal-bond-market.pdf

Plan ahead for your Required Minimum Distributions because they impact your gifting and estate plans. We can discuss this and more at your annual wealth planning checkup. Reach out to set up a time.

Creating a 'retirement paycheck' more important than ever, reveals RBC study

InvestmentNews shared some key findings from our Retirement Paycheck survey: investor confidence is deteriorating and just over half understand how their investments and assets will work together to produce a reliable income in retirement. Read the full article and find out how to think beyond simply saving for retirement

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