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Building Clients’ Wealth,
One Portfolio at a Time.

Established in 1985, Bloom Investment Counsel, Inc. is a Canadian independent, privately-owned boutique investment management firm based out of Toronto. We provide personalized investment management services for wealthy individuals, family offices, foundations, corporations, institutions, and trusts.

Our Experience

For over 38 years, Bloom Investment Counsel, Inc. has been providing actively managed and customized investment portfolios with a focus on dividend-paying investments for our clients. Our team of experienced professionals helps our clients protect, preserve, and grow their wealth.

Over

38

Years in Business

Has Managed

$2.5B+

Of Investment Assets

Our Philosophy

Bloom’s investment philosophy is clear and concise—we are committed to protecting, preserving, and building clients’ wealth through our focus on dividend-paying stocks which provides clients the ability to generate stable, independent cash flow, if desired, while growing their initial investment.

We understand that every client has unique financial goals, objectives, and needs, so we take the time to get to know each client individually and provide personalized investment management services tailored to their unique financial goals.

Our long-standing clients speak to our commitment and ability to protect, preserve, and build their wealth over the long term.

“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 Articles

Financial Literacy

Having multiple income streams is a wise financial strategy that can help you achieve financial security, independence, and freedom. It involves generating income from different sources such as your main job, side hustles, investments, and passive income streams.

Life Events

Grandparents or parents of high-net-worth families who have amassed wealth beyond their personal needs may at one point or another contemplate how to pass money to their heirs, while minimizing taxes.

Philanthropy

There are many different reasons you may want to make a cash gift. If you are considering gifting a significant sum of money, for instance to your spouse or your children, what are the tax implications of making such a cash gift in Canada? This article will help answer your questions.

Financial Literacy

You can become rich by amassing a large amount of money—but you can only become wealthy by guarding and building your fortune.

Wealth is quiet—here are 3 smart money habits you can learn from the quietly wealthy.

Investing

A well-conceived and concise investment philosophy is widely held as crucial to investment success.

It may be even more important than an investment strategy, as your investment philosophy is the precursor of your investment strategy.

    Bloom’s Investment Overview

    Bloom Investment Counsel, Inc. distributes quarterly investment overviews to high-net-worth individuals, family offices, foundations, corporations, institutions, and trusts on our email subscription list. If you would like to be added to our subscription list, please enter your details below.





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      Protect, preserve and build your wealth with Bloom