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Bloom Investment Counsel, Inc.

Address

Yonge Eglinton Centre
2300 Yonge Street, Suite 1710
Toronto, ON M4P 1E4
(416) 861 - 9941
Toll Free: (855) 256 - 6618
info@bloominvestmentcounsel.com
www.bloominvestmentcounsel.com

Principal Contacts

Paul Bloom
Founder, President & Director, CIO
Tel: (416) 861 - 9941
Paul@bloominvestmentcounsel.com

Adina Bloom Somer
Vice President & Director, Portfolio Manager
Tel: (416) 861 - 9941
Adina@bloominvestmentcounsel.com

Client Minimums

Private: $3,000,000
Institutional: $3,000,000

Types of Accounts Managed

  • Private Individual / Investor
  • Family Office
  • Institutional Investor - Non-Profit
  • Institutional Investor - Other

Provinces of Business

  • Ontario*

* indicates a physical location in this province

About Bloom Investment Counsel

Over 37 years of actively managing portfolios for wealthy individuals, family offices, foundations, corporations, institutions and trusts—we help build clients’ wealth, one portfolio at a time.

Established in 1985, Bloom Investment Counsel, Inc. is a Toronto-based independent, privately-owned boutique investment management firm with over 37 years of experience managing in excess of $2.5B in assets over the years.

Our Clients

We are dedicated to providing actively managed, customized Canadian and U.S. dividend-paying portfolios to generate a total return through capital appreciation and a steady stream of income for wealthy individuals, family offices, foundations, corporations, institutions and trusts.

Our Partners

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 With Bloom

Find out how we counsel our private clients to help them meet their financial objectives and legacy goals: