Building Clients’ Wealth,
One Portfolio at a Time.

Established in 1985, Bloom Investment Counsel, Inc. is a Toronto-based boutique private investment management firm serving Canadian wealthy individuals, family offices, foundations, corporations, institutions and trusts.

Our Experience

For over 36 years, Bloom Investment Counsel, Inc. has been managing segregated investment portfolios for wealthy individuals, family offices, foundations, corporations, institutions and trusts. This diverse experience has formed our investment methodology which is designed to provide you with confidence by producing long-term stable cash flows. 

Over

36

Years in Business

Has Managed

$2.5B+

Of Investment Assets

Our Philosophy

Bloom proudly helps to create consistent, independent cash flow for clients looking to diversify their portfolios and proactively safeguard their capital—because we’re passionate about fostering stable growth for our valued clients.

Our specialized dividend income solutions provide the flexibility and confidence to access cash flow any time—while striving for the growth of your original investment.

Why Clients Choose to Build Their Wealth with Bloom

True Active Investment Management

We are true active managers—investments are chosen based on our in-house bottom-up analysis with high levels of differentiation from our benchmark indices. We do not short sell.

Total Return Approach
To Building Wealth

We specialize in creating portfolios to help our clients build and protect wealth through capital appreciation and dividend income, based on each client’s financial objectives and risk tolerances.

Prudent and Patient Investing, Long-Term Results

We focus on generating superior long-term risk-adjusted returns to protect and build our clients’ wealth. Our disciplined decision-making process is built on nearly four decades of investment management experience.

Individualized Portfolios

Each client’s financial situation is unique—and their investment portfolio should be too. Our portfolios are constructed to meet each client’s unique goals. No two portfolios are identical.

Personal Attention

If clarification is needed on any aspect of the investing process, we are here to help by providing direct communication with our portfolio managers.

Compliance and Reporting

Bloom maintains a stringent compliance regime to demonstrate our integrity and ensure fairness for our clients. We provide all of our clients with detailed and transparent quarterly and annual statements and commentaries.

A testimonial from one of our long-standing clients

“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.”

Are you ready to meet your financial objectives?


© 2021 Bloom Investment Counsel, Inc. All rights reserved. E & O E.

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