Bloom Investment Counsel

What Bloom Investment Counsel does

Bloom Investment Counsel, Inc. is an independent, privately-owned Canadian boutique investment management firm headquartered in Toronto and established in 1985. The firm provides actively managed, customized portfolios of Canadian and U.S. dividend-paying stocks for high-net-worth individuals, family offices, foundations, corporations, institutions, and trusts. Each client receives a segregated mandate — no two portfolios are identical — anchored by a personalized Statement of Investment Policies and Goals, with direct access to portfolio managers and a long-only, long-term investment philosophy intended to deliver both dividend income and capital appreciation through market cycles.

The core technology and product is a discretionary portfolio construction and ongoing management service focused exclusively on dividend-paying equities; the firm does not offer model portfolios, mutual funds, or ETFs, and maintains no public APIs, mobile applications, or AI-driven capabilities. Operational scale is modest: a single Toronto office, a leadership team headed by Chief Investment Officer M. Paul Bloom, and cumulative assets managed of more than $2.5 billion over 39+ years. The firm extends its core offering with philanthropic portfolio services for charitable-giving use cases and produces educational content (blog, video, LinkedIn, quarterly newsletter) as a top-of-funnel engine.

The business model is recurring investment management fees on customized segregated mandates, with revenue tied to assets under management rather than transaction or performance fees being highlighted. Go-to-market is sales-led and direct: prospective clients engage via the firm's website, phone (+1-416-861-9941), or email, while a parallel referral channel routes opportunities from clients' attorneys, accountants, financial planners, and family offices. Pricing and account minimums are not publicly disclosed, and the firm is privately held with no parent company, subsidiaries, or institutional investors identified in the source material.

Name

Bloom Investment Counsel

Legal name

Bloom Investment Counsel, Inc.

Website

https://bloominvestmentcounsel.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

1–10 employees

Short description

Independent Toronto-based boutique investment manager founded in 1985 that builds customized dividend-paying stock portfolios for high-net-worth individuals, family offices, foundations, corporations, institutions, and trusts.

Ownership category

akta.pro rank

Product category

Investment Management Services

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Discretionary Portfolio Management (Retail) (FSAAAAAH), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO), Style Equity — Value (Active) (FSAAAIAH)

Keywords

• Investment management
• Dividend investing
• Portfolio management
• Wealth advisory
• Equity management

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Management Fees: Bloom Investment Counsel generates revenue through investment management fees charged for actively managing personalized dividend-paying portfolios for wealthy individuals, family offices, foundations, corporations, institutions, and trusts. The firm is a boutique investment management firm providing segregated, customized portfolio management services.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Bloom Investment Counsel is a privately-owned boutique investment management firm, founded in 1985 and based in Toronto, that builds and manages personalized equity portfolios focused on dividend-paying Canadian and U.S. stocks. The firm manages over $2.5 billion in assets for high-net-worth individuals, family offices, foundations, corporations, institutions, and trusts. Every client receives a custom-built portfolio; the firm does not use model portfolios.

Product overview

Bloom Investment Counsel offers a unified wealth management platform centered on actively managed, customized dividend-paying investment portfolios for Canadian and U.S. stocks. The core offering is personalized portfolio management services for wealthy individuals, family offices, foundations, corporations, institutions, and trusts. The firm provides separately managed accounts with direct ownership of securities, distinguishing itself from model portfolios or mutual funds. Key products include customized dividend-paying portfolios that generate both income (through dividends) and capital appreciation, with additional services for philanthropic planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Personalized Dividend Equity Portfolio Management

Named customers1 record

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered minor and core.

• WEALTHinsurance.com / Mark HalpernminorStrategic or Co-development PartnerBloom Investment Counsel (Kevin Willis) partnered with Mark Halpern of WEALTHinsurance.com to produce a video discussing the CPP Philanthropy™ strategy, a technique for converting Canada Pension Plan (CPP) benefits into charitable giving while minimizing taxes. This collaboration brings together investment management and insurance-based wealth strategies for high-net-worth clients.
• Professional Advisors (Attorneys, Accountants, Financial Planners)coreImplementation/ SI/ Consulting PartnerBloom works directly with clients' existing trusted professional advisors — including family attorneys, accountants, financial planners — as well as family offices and multi-family clients. The firm provides custom, personalized investment solutions coordinated with each client's broader financial, estate, and philanthropic plans, functioning as a specialist investment component within the client's overall advisory team.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Jarislowsky Fraser: Long-established Canadian boutique investment counsel based in Montreal, providing personalized portfolio management to institutional and private clients. Highly comparable as a competing Canadian boutique with a similar fundamental, long-term mandate approach.
• Genus Capital Management: Vancouver-based independent Canadian investment counsel managing customized portfolios for HNW individuals, foundations, and endowments. Closely comparable boutique model serving the same client segments across Canada.
• Cidel Asset Management: Canadian independent wealth and asset manager offering customized investment solutions for HNW individuals, families, and institutions. Comparable as an independent Canadian manager with bespoke portfolio offerings and HNW focus.
• Triasima Portfolio Management: Independent Montreal-based boutique offering customized multi-asset portfolio management to Canadian institutional and private clients. Comparable independent boutique structure serving similar HNW and institutional mandates.
• Pathstone (formerly Veritable): Independent U.S. wealth manager providing customized portfolios exclusively for HNW families, foundations, and endowments. Comparable boutique model serving the same UHNW and foundation segments with segregated customized portfolios.
• Letko Brosseau Asset Management: Montreal-based independent Canadian boutique focused on equity portfolio management for institutional and private clients. Comparable as a competing independent Canadian boutique serving similar institutional and HNW clients with active management.

Broad incumbents

• Fiera Capital: Larger Canadian independent asset manager offering diversified strategies including institutional investment management and private wealth. Comparable in serving Canadian HNW and institutional clients but operates at significantly broader scale and strategy diversity.
• CI Global Asset Management: Major Canadian asset manager serving advisors and institutions through mutual funds, ETFs, and model portfolios. Comparable as a Canadian investment solutions provider to HNW and institutional clients, but at much larger scale through intermediated distribution.
• Bessemer Trust: U.S. private wealth and investment management firm serving ultra-high-net-worth families and foundations with bespoke portfolios. Comparable in focus on UHNW bespoke mandates and foundation work, though operates at larger U.S. scale.

Regional players

• Northwood Family Office: Canadian multi-family office providing integrated investment management and wealth planning for HNW families. Comparable in serving Canadian HNW/family office clients with customized portfolios, though with broader family-office service integration.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/bloom-investment-counsel-inc
• Xx.com/BloomInvCounsel

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bloom Investment Counsel