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 2024Four for 2024: Key things to know about U.S. Elections

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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.

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Meet the team

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Latest Insights

Paris in the springtime

The metamorphosis of European equities

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

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5 Timeless Financial Tips from Greek and Roman Philosophers

This fascinating article explores money matters from Greek and Roman philosophers. From Epictetus to Plato, their insights on wealth, frugality, and financial well-being still resonate today.

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Planning ahead is key to feeling prepared for college education costs for yourself or your loved ones. Message me to learn more about the many options available to save and pay for education.

Voyager 1 is 15 billion miles from home and broken. Here's how NASA is trying to fix it.

Voyager 1 is a robotic space probe launched in 1977 that was only designed to last 5 years. It is still transmitting today, but a recent computer problem has corrupted the signal.

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