Bloom Investment Counsel, Inc. greatly values the partnerships that provide their expertise to our clients and to our firm, and are delighted to collaborate directly with our clients’ existing trusted professionals, family offices and advisors to facilitate a cohesive and coordinated approach to protecting and building enduring wealth.
PwC is a global leader in providing audit, tax and advisory services to the investment management industry.
PwC has been Bloom’s auditor for over 30 years.
RBC Investor & Treasury Services provides asset and payment services to corporate investors and financial institutions globally.
RBC Investors & Treasury Services provides custodial services to some of our clients.
J.P. Morgan Private Bank provides banking services around the globe.
J.P. Morgan Private Bank provides custodial services to some of our clients.
TD Wealth Private Trust is backed by Toronto Dominion Bank, one of Canada’s largest banks.
TD Wealth Private Trust provides custodial services to some of our clients.