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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, one portfolio at a time through our specialty of focusing on dividend-paying stocks which provides clients the ability to generate stable, independent cash flow, if desired, while growing the 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

    7 Streams of Income You Need To Maximize Your Earnings

    Have you ever come across someone who seems to have complete financial freedom, and wonder how they got there—what their secrets are? You may feel that sense of total independence simply isn’t in the cards, but ask yourself—why can’t that be you? 

  • Life Events

    How To Pass Money To Heirs While Minimizing Taxes In Canada

    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.

  • Investing

    The Importance of Diversification

    The recent COVID-19 pandemic, geopolitical turmoil, and high inflation have brought about unsettling investment market volatility. When a market is volatile, it is even more important to have a diversified investment portfolio. Diversification helps your portfolio withstand volatility and smooth returns over time.

  • Wealth Planning

    Tax Planning as Part of Your Long-Term Financial Goals

    Any actions you take today can significantly benefit your future self. The sooner you establish a comprehensive personal financial plan that includes tax planning, the greater your long-term benefits will be.

  • Retirement

    How Much Do You Need in your Retirement Fund?

    The most common goal in retirement is to be able to live off investment income free of the stress of financial uncertainty. However, there is no one-size-fits-all financial plan that works for everybody.

    Some rules of thumb can provide you with guidance. The key to every retirement plan is working with a financial professional and starting your planning as early as possible.

    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