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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 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.
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.
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: