contacts Sign In

image
Joshua Levine

Joshua Levine Claimed

Helping individual and nonprofit clients with cruelty free investing

Be the first to review

Financial Advisor

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.

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.

17b60766 1a4c 4d92 aae7 b04ca99ac29c?t=1635875001734Putting a price on carbon emissions

Increasingly, countries are making the pricing of carbon emissions mandatory, either by enforcing cap-and-trade rules or by imposing a carbon tax. But with the pace of government regulatory support varying dramatically from country to country, many companies are also trying to offset their emissions voluntarily, in response to the growing cohort of environmentally conscious consumers and the increasing influence of environmental, social, and governance (ESG) funds. How should investors take this new business expense into account? 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.
Choose a Plan to Claim Your Business
image
    image
  • $45.00

    / Per Listing

  • Duration : 365 days

    Lorem ipsum dolor sit amet, lorem sit.

  • Map Display
  • Contact Display
  • 3 images max
  • Business Tagline
  • Location
  • Website
  • Social Links
  • Question
  • Tags/Keywords
  • Lead Form
image
  • Free

    / Per Listing

  • Duration

    Lorem ipsum dolor sit amet, lorem sit.

  • Map Display
  • Contact Display
  • 3 images max
  • Business Tagline
  • Location
  • Website
  • Social Links
  • Tags/Keywords
image
  • $180.00

    / Per Listing

  • Duration : unlimited days

    Lorem ipsum dolor sit amet, lorem sit.

  • Map Display
  • Contact Display
  • 3 images max
  • Business Tagline
  • Location
  • Website
  • Social Links
  • Question
  • Tags/Keywords
  • Lead Form
  • Your Listing Featured on the Home Page for 3 Months

Claim request is processed after verification..

Claiming your business Listing

Do you agree and accept our Terms and Conditions for posting this information?

Claim request is processed after verification..

image
What is your relation to the listing?

Are you the owner, the founder or an employee? Please use your official email address. If you claim your listing with a private email address, we will have difficulties verifying whether or not you are the owner/ founder/ employee. Thank you very much!

Additional Details

  • yes
image