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.

Global Insight: An old risk awaits offstage

A damaging surge in inflation is not in anyone’s forecast, including our own. But two conditions that have pushed inflation higher in the past are now present. Vigilance and preparedness are called for. 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

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call me with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2018.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2018
Fair Market Value Statement January 31, 2018
Tax Information Summary: Forms 1099-DIV, -INT, -B, -MISC, and -OID February 15, 2018
REMIC Tax Information Summary March 15, 2018
Revised Tax Information Summary (Forms 1099) On or about March 17, 2018

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