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with Knowledge

Planned Giving vs. Regular Charitable Donations

Planned Giving vs. Regular Charitable Donations
Planned Giving vs. Regular Charitable Donations

Over the past decade or so Canada has been one of the top ten most charitable countries. Making charitable donations has become a regular aspect of life for many high-net-worth individuals and families. But what is planned giving and how is it different from making regular charitable donations?

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How to Build Generational Wealth

How to Build Generational Wealth
Generational Wealth

Many parents save what they can in the hope that they can pass along some money—perhaps in the form of college tuition or a first home down-payment—to help their children or grandchildren start their adult lives with less debt. But if you’d like to leave behind greater financial security, or even a legacy, then it’s worth learning how to build generational wealth.

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The Balance Between Investment Performance and Risk

The Balance Between Investment Performance and Risk
Balance Between Investment Performance and Risk

Translating risk tolerance and goals to an investment strategy means finding the balance between investment performance and risk. All investments are subject to some degree of investment risk and each investor has their own level of risk tolerance. This article discusses investment risk, investor risk tolerance, and how investors can manage risk to attain their investment goals.

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Blue Ribbon Income Fund: Past, Present, Future

Blue Ribbon Income Fund: Past, Present, Future

Watch M. Paul Bloom, Chairman at Blue Ribbon Fund Management Ltd. (President & CIO at Bloom Investment Counsel, Inc.) join Michelle L. Tiraborelli, Senior Vice President at Brompton Funds, for a review of Blue Ribbon Income Fund’s performance in the past and present.

Bloom Investment Counsel has been the portfolio manager for Blue Ribbon Income Fund since its inception 25 years ago.

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How are Investors Protected in Canada?

How Are Investors Protected in Canada

How are investors protected in Canada? Canadians generally have two sources of account protection in Canada: the Canada Deposit Insurance Corporation (CDIC) and the Canadian Investor Protection Fund (CIPF). Both are intended to maintain investor confidence in the Canadian financial system. In this article, we explain the role of the CDIC and CIPF and the kind of protection each offers.

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