About Bloom Investment Counsel, Inc.

Who We Are

Established in 1985, Bloom Investment Counsel, Inc. is a Toronto-based independent, privately-owned boutique investment management firm with over 38 years of experience managing in excess of $2.5B in assets over the years.

What We Do

We manage our clients’ wealth with actively managed, customized Canadian and U.S. dividend-paying portfolios to generate a total return through capital appreciation and a steady stream of income.

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 customized investment portfolios to help clients protect, preserve, and build wealth through capital appreciation and dividend income—an overall total return approach to investing.

Prudent and Patient Investing, Long-Term Results

We focus on generating superior long-term risk-adjusted returns to meet clients’ long-term financial needs, objectives, and/or legacy goals. 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 address each client’s unique needs and financial 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 our clients with detailed and transparent quarterly and annual statements and commentaries.

Protect, preserve and build your wealth with Bloom