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Bloom Investment Counsel, Inc.
Tel: (416) 861 - 9941
Adina Bloom Somer
Vice President & Director, Portfolio Manager
Tel: (416) 861 - 9941
Types of Accounts Managed
- Private Individual / Investor
Provinces of Business
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Bloom Investment Counsel, Inc. is a Toronto-based bottom-up research and boutique investment firm with 36 years of experience and over $2.5B of assets managed throughout the years. We provide customized, high-income portfolios to generate Canadian and US Income and Total Return for wealthy individuals, foundations, corporations, institutions, and trusts—because we believe that flexible, reliable cash flow is central to any high impact strategy.
At Bloom, our primary objective is to seek an overall total return for our clients through capital gains and dividend income. We always aim to generate desired income when required without impacting original capital—so that your money is working for you. Further, we endeavour to protect your original investment through our Three Step Wealth Amplification Signature Process.
We proudly take an active approach in providing our valued clients with a reliable cash flow by establishing income streams through a variety of equities. Our pillar ideology is rooted in investing capital in dividend-paying and dividend-growing stocks. As a results-oriented organization, we allocate our clients’ funds using approaches that balance risk and liquidity preferences while striving to maximize returns—because at Bloom, we are of the belief that when our clients have the peace of mind and confidence that comes with an independent cash flow, the possibilities become greater.
With a wealth of experience under our belts, we work with numerous established institutions providing auditing and custodial services, including 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.
Visit us at www.bloominvestmentcounsel.com or contact firstname.lastname@example.org today to unlock high impact strategies to amplify your wealth.