Think differently. Make a difference.


How I serve you

I am 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, my practice is structured to help my clients achieve their financial goals through sophisticated financial planning and thoughtful investment management that adheres to their ethical beliefs. I also leverage RBC’s global resources, establishing a truly holistic relationship to develop highly-customizable solutions to address estate planning, insurance, and lending needs. My 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.

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

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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

Latest Insights

Lindsay Strickland and Tylar Lunke

Audio commentary: The season is changing, what’s changing with the equity market?

Lindsay and Tylar discuss the changing dynamics of the equity market, the recession outlook, what’s behind the rally in growth stocks, and more.

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Speak up for inclusion

When that little voice in your head tells you to stay silent, it’s time to find yours and use it to speak up for inclusion.