Trusted advice & exceptional service


Think differently. Make a difference.

Joshua is focused on helping grow and preserve the long-term, permanent capital of nonprofit organizations and private clients with a unique focus on animal welfare, environmental, and socially-conscious investments.

As an investment fiduciary, his practice is structured to help his clients achieve their financial goals through sophisticated financial planning and thoughtful investment management that adheres to their ethical beliefs. He also leverages RBC’s global resources, establishing a truly holistic relationship to develop highly-customizable solutions to address estate planning, insurance, and lending needs. His goal is to develop long-term relationships based on integrity, trust, and respect. This is achieved by delivering a high level of professionalism and the personal service and accessibility that clients deserve.

As the Brexit clock ticks down, what now?

As the countdown to Brexit ticks ever louder, what’s going on and how should investors approach this uncertain and volatile environment? Read the full economic outlook in the latest edition of Global Insight.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, I would love to hear from you. Contact me to set up a consultation. 

Contact

Joshua Levine

408-947-3311
joshua.levine@rbc.com

Helping kids build confidence—on the water and in life

RBC’s partnership with Wilderness Inquiry in support of the organization’s Canoemobile program has inspired the next generation of citizens to experience, enjoy, explore and protect public lands and waterways in 24-foot Voyageur canoes that travel across America. Read their story.

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.