Looking to Build an Enduring Philanthropic Legacy but Not Sure Where to Start?

What if there is a way to build enduring wealth to give to the cause or causes closest to your heart?

Many high-net-worth individuals and families are interested in charitable donations that can be maintained in perpetuity or for an extended period of time. The good news is that this is attainable.

Watch Adina Bloom Somer, Bloom Investment Counsel, Inc.’s VP & Director, Portfolio Manager explain how income from an income-producing investment portfolio composed of shares of dividend-paying companies can help you achieve this, and 3 tips for selecting a charity in Canada.


Bloom Investment Counsel, Inc. is a well-established Toronto-based independent, privately-owned boutique investment management firm providing actively managed, customized Canadian and U.S. dividend-paying portfolios for wealthy individuals, family offices, foundations, corporations, institutions and trusts.

Founded in 1985, Bloom has experience in managing in excess of $2.5B in assets over the years. We believe that generating independent cash flow is central to the success of our clients’ portfolios because it provides capital for the present day, if needed, while continuing to preserve and build wealth for the future.

Follow Bloom Investment Counsel, Inc. on LinkedIn.

This video is provided for general informational purposes only and does not constitute financial, investment, tax, legal or accounting advice nor does it constitute an offer or solicitation to buy or sell any securities referred to. Individual circumstances and current events are critical to sound investment planning; anyone wishing to act on this video should consult with his or her financial partner or advisor.

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