Building Clients’ Wealth, One Portfolio at a Time.

About Bloom Investment Counsel, Inc.

Over 36 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 boutique investment management firm with over 36 years of experience managing in excess of $2.5B in assets over the years.

We are dedicated to providing customized, actively managed, 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.

M. Paul Bloom

Founder, President & Director, Chief Investment Officer

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 private client portfolios.

Mr. Bloom has over 45 years of experience as an investment analyst or investment manager, the last 36 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 private 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.

Adina Bloom Somer

Vice President & Director, Portfolio Manager 

Adina Bloom Somer specializes in protecting and building sustainable, long-term wealth for Canadian private 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 20 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.

How Bloom Can Help

Whether you are a wealthy individual, family office, foundation, corporation, institution or trust, Bloom Investment Counsel, Inc. offers actively managed personalized portfolios to provide stable cash flow for our valued clients.

Contact Bloom today to learn more on how we can help protect and build your wealth with our overall total return approach through capital gains and dividend income.

Are you ready to meet your financial objectives?

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

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