View Firm Profile

Back to search
Loading Map...

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: $2,000,000
Institutional: $3,000,000

Types of Accounts Managed

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

Provinces of Business

  • Alberta
  • Ontario*

* indicates a physical location in this province

About Us

Bloom Investment Counsel, Inc. is an independent and privately-owned boutique investment management firm with over 38 years of experience managing over $2.5 billion in assets.

Bloom can help you protect, preserve, and grow your wealth by creating a personalized investment portfolio that generates capital gains and dividend income—an overall total return approach to investing.

We believe that generating independent cash flow is central to the success of our clients’ portfolios because it provides capital for the present day, if desired, while continuing to preserve and build wealth for the future.

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.

 “Bloom Investment Counsel has been managing our money in some shape for almost 23 years and has 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

Our Partners

We work with PricewaterhouseCoopers LLP, RBC Investor & Treasury Services, J.P. Morgan Private Bank, and CIBCMellon to provide our clients with the dependable and reliable service they count on when they trust us to manage their assets.

Get In Touch With Bloom

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