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Bloom Investment Counsel, Inc.
Founder, President & Director, CIO
Tel: (416) 861 - 9941
Adina Bloom Somer
Vice President & Director, Portfolio Manager
Tel: (416) 861 - 9941
Types of Accounts Managed
- Private Individual / Investor
- Family Office
- Institutional Investor - Non-Profit
- Institutional Investor - Other
Provinces of Business
* indicates a physical location in this province
About Bloom Investment Counsel
Over 36 years of actively managing portfolios for wealthy individuals, foundations, corporations, institutions & trusts—we help build clients’ wealth, one portfolio at a time.
Established in 1985, Bloom Investment Counsel is a Toronto-based boutique investment management firm with over 36 years of experience managing in excess of $2.5B in assets over the years.
We are dedicated to providing customized, actively managed, Canadian and U.S. dividend-paying portfolios to generate a total return through capital appreciation and a steady stream of income for family offices, wealthy individuals, foundations, corporations, institutions and trusts.
We work with PricewaterhouseCoopers LLP, RBC Investor & Treasury Services, J.P. Morgan Private Bank, and TD Wealth Private Trust to provide our clients with the dependable and reliable service they count on when they trust us to manage their assets.
Our Focus On Personalized Portfolios To Provide Stable Cash Flow
Our investment approach is centered on generating independent cash flow for our clients because it provides capital for the present day while continuing to preserve and build wealth for the future.
“Bloom Investment Counsel has been managing our money in some shape for almost 23 years and have proven themselves to be great stewards of the family capital. They have a long term view which has shown itself to be very successful. They are conservative, patient, honest and never overpromise. As a bonus, they are nice people, too.” – Family Fund
Get In Touch
Looking for a well-established prudent and disciplined investment manager to protect and build wealth that has stood the test of time? Bloom Investment Counsel can help.