Think differently. Make a difference.


How I serve you

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.


Funny money: Is the future of fixed income fixed expenses?

The sub-zero interest rate experiment has changed the way central banks fight recessions. And with central banks going deeper down the rabbit hole of negative rates, we look at how investors can navigate the upside down world of negative-yielding debt. 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

Our commitment to children

At RBC Wealth Management, we are dedicated to improving the lives of the children in our homes and communities. We support our youth through the RBC Kids Pledge, a five-year, $100 million commitment to improving the well-being of 1 million children, our #RBCGolf4Kids campaign, and seven Race/Run for the Kids events across the globe that raise money for children’s charities. We are also happy to provide financial education materials to the children and grandchildren of our clients. Please contact us today to learn more about how RBC supports children or for tips on how to raise Money-Savvy Kids.

Lessons in legacy with the Cousteau family: The importance of planning

Jacques Cousteau was a visionary of his time. Today, his grandchildren preserve the family’s values through their work as environmental advocates and storytellers.

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.