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.