About Bloom Investment Counsel, Inc.

Who We Are

Bloom Investment Counsel, Inc. is a boutique investment management firm located in Toronto that has been providing unparalleled services since its inception in 1985. With over 38 years of experience in the industry, Bloom Investment Counsel is an independent and privately owned firm that has effectively managed more than $2.5 billion in assets throughout the years.

Meet the Investment Managers

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.

Ultimately, our goal is to help our clients achieve long-term financial success by providing investment management services that are tailored to their unique needs and objectives.

Our Services

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 of our clients with detailed and transparent quarterly and annual statements and commentaries.