Over 37 years of actively managing portfolios for wealthy individuals, family offices, foundations, corporations, institutions and trusts—we help build clients’ wealth, one portfolio at a time.
Established in 1985, Bloom Investment Counsel, Inc. is a Toronto-based independent, privately-owned boutique investment management firm with over 37 years of experience managing in excess of $2.5B in assets over the years.
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.
As your net worth grows, so does your investment management needs to fit your expanding and evolving wealth plans. If you are looking for more advanced, private and personalized investment management services, Bloom Investment Counsel, Inc. has the experience and can help you and your family protect, preserve and grow wealth without risking future security and legacy goals.
Since our inception, our business philosophy is driven by taking care of our clients first—to develop long-term, trusting relationships. We strive always to deliver clear, uncomplicated and transparent communication, statements and commentaries to demonstrate our integrity and to ensure fairness for our clients.
With Bloom as your trusted independent investment counsellor, you and your family’s financial situation is private, personal and unique—and so is your investment portfolio. If you have any questions, please send us an email or call the office. The answers to you and your family’s most complex financial questions come when you connect with real people. We look forward to speaking with you.
M. Paul Bloom is responsible for overseeing Bloom Investment Counsel, Inc.’s overall operations and serves as the Company’s Chief Investment Officer working closely with the investment team in the construction and management of personalized Canadian portfolios.
Mr. Bloom has over 45 years of experience as an investment analyst or investment manager, the last 37 of which as the founder of Bloom Investment Counsel, where he is proud to have provided investment advice on the management of over $2.5B in assets over the years—transforming the lives and capital of countless clients throughout Canada. His prior experience includes mergers and acquisitions, investment analysis and investment management at Slater, Walker of Canada (later renamed Talcorp Limited).
After obtaining his law degree in Britain, Mr. Bloom immigrated to Canada with his wife, Judith, in 1971. Here, they raised two daughters, both of whom were taught the importance of investment at a young age. Gratifyingly, both daughters pursued careers in the Canadian investment industry and he is now attempting to instill similar values in his four teenage grandsons.
In the community, Mr. Bloom believes strongly in the importance of giving back and has devoted many years to assisting with and donating to various community charities, something taught to him by his parents and now passed on to his own family. Outside of work, Mr. Bloom enjoys traveling—learning considerably from cultures and experiences around the world for work and social action.
Vice President & Director, Portfolio Manager
Adina Bloom Somer specializes in protecting and building sustainable, long-term wealth for Canadian clients through constructing and managing personalized investment portfolios that provide a risk-optimal blend of dividend income, interest income and capital gains income to meet clients’ long-term financial needs, objectives and legacy goals.
Ms. Bloom Somer draws upon her over 25 years of experience in the Canadian financial industry, where she has garnered a deep understanding of the investment markets and countless clients’ personal wealth journeys, to support her research-based daily investment management executions to help clients protect and grow their wealth. Prior to joining Bloom in 2010, Ms. Bloom Somer worked at TD Securities for 9 years where she was a Vice President, Equity Research Analyst at TD Securities, responsible for providing in-depth fundamental equities analysis. Ms. Bloom Somer started her full time career on Bay Street as a Sales & Marketing Coordinator in the Private Client marketing department of one of the big Canadian banks.
Ms. Bloom Somer has an Honors Bachelor of Arts degree in Political Science from the University of Toronto, a Masters of Business Administration (MBA) degree from the Schulich School of Business, and has completed Level 1 of the Chartered Financial Analyst (CFA) designation and attained the Canadian Investment Manager (CIM) designation.
When she is not analyzing stocks and meeting with clients Ms. Bloom Somer uses her time to help those in need as the Chair of Youth Philanthropy of a major Toronto Foundation and volunteers in various capacities at her son’s school. Ms. Bloom Somer loves to travel and explore new places with her husband and two sons and can also often be found cheering her sons on in a hockey arena or on a tennis court.
Learn more about our personalized investment management services. Or, if you would like to speak personally with a senior member of our team now, contact us at 416-861-9941 or firstname.lastname@example.org.