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Bloom Story

Bloom Wealth and Legacy Planning is focused on the growth and protection of everything that is important to you – your family, your business, your career, your health, your retirement. Our integrated approach cultivates a specific path for you and supports it through the different seasons and stages of your life.

You can expect us to anticipate ways to save and protect your wealth and keep you up to date on opportunities as they arise. We are here to help you find answers to tough questions, helping you solve problems now with the goal to provide you with as much peace of mind as possible for tomorrow.

Keeping your very best interests in mind are at the heart of our work each day. We’re here for you today, we’re in it for the long haul, and we look forward to earning your trust and watching you, and everything that’s important to you, flourish.

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Team

Nicholas Hounsell – President & Principal

 

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Nick Hounsell is a man with a plan. He’s the guy you want when you’re lost in the woods, the one who can see clearly through the trees and articulate a strategy to get to the other side. But don’t let his analytical mind and affinity for making spreadsheets come alive lead you to believe Nick is just about numbers and ledgers. His creative soul and passion for enjoying life means he understands his clients’ drive to achieve their dreams, to protect their families and to succeed in business. His expertise helps clients reap the rewards of their hard work now and in the future by developing solutions that directly address their goals. And while you may be able to take Nick out of Newfoundland, fortunately you can’t take the Newfoundland out of Nick. As a native of Corner Brook, Nick enjoys working with his clients in Newfoundland and Labrador as well as those in his second home of Nova Scotia.

Nicholas received his Bachelor of Commerce degree from Dalhousie University in 2001 and has completed the Canadian Securities and Professional Financial Planning Programs. Nicholas is a member of the Sun Life Financial Strategic Partner Program which was designed to recognize Sun Life Financial’s leading wholesale insurance advisors and has also been a member of Manulife’s equivalent Elite Advisor Program.

Away from the office, you can find Nicholas travelling, at the rink, on the golf course, playing his guitar and enjoying time with his wife and three young boys.

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Cara Boston – Principal Group Health & Retirement Benefits

carabostonPut a problem in front of Cara and she loves to solve it! She’ll turn it upside down and sideways so that she can see things from a new enlightened angle and find creative solutions with her analytical mind. Deliberative in her work, authentic, thoughtful and absolutely dependable, Cara provides naturally good judgment and is a voice of reason for your financial needs.

Cara is responsible for designing, implementing and maintaining group health and group retirement plans for Bloom Wealth clients. She provides support and resources to business owners and management teams by providing creative solutions and customized plans for employers and employees. In addition to her work with groups, Cara also offers trusted advice for individual financial and insurance solutions.

Within Atlantic Canada, Cara has been in the financial industry, in various roles, for over 20 years. She has a great understanding of the landscape and the companies and individuals who are part of these four great provinces. Her experience includes branch management with RBC, a wholesaler position in mutual funds; a sales position in commercial insurance and for the past seven years, she managed the group savings and retirement products with Standard Life.

Cara graduated from Dalhousie University with a BA in Sociology, followed by a business diploma from CompuCollege School of Business before completing her Canadian Securities Course. She also holds her Mutual Fund and Life & Health Insurance Licenses.

Away from the office, you may see her competitive nature come out when she hits the squash courts. She has a passion for animals and the elements, as she loves walking and exploring with her two black labs. If you ask Cara about her latest vacation, don’t expect her to tell you about relaxing on the beach! Cara enjoys the adventure of experiencing the history and culture of new places. Cara gives back to the community as a Director at Large on the NS SPCA Board of Directors.

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Percy MacDonald – Financial Advisor

Ambition, integrity, loyal and caring can best describe Percy.  This early bird likes to manage all aspects of a project and is admittedly a bit of a perfectionist.  Always focused on his clients’ best interests, Percy’s friendly and dependable nature allow him to form instant relationships with everyone around him and achieve the best results possible.

After studying science at Dalhousie University, Percy held various business-to-business sales roles with some of the top Office Solutions providers in our region, developing relationships with executive levels within organizations across all sectors.

Percy has spent the last five years working at TD Canada Trust, catering to clients with a very diverse range of goals.  For the last three years, Percy was the recipient of TD’s Millionaire program, recognizing top investment production within the Atlantic Canadian region.  Percy’s wide range of work experience, engaging personality and constant focus on delivering excellence make him a perfect addition to our Bloom Wealth & Legacy Planning team!

Born in Halifax (and straight into skates!), Percy enjoys playing hockey and golf, spending time with his family and working on his cottage. He is quite the cupcake decorator, enjoys winter barbequing and isn’t afraid to get emotional at a good movie! Percy has coached minor league hockey and organized Golf for Kids tournaments.

Percy currently resides in Brookside with his wife and son.

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Anna Hounsell – Executive Director & Principal

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Who advises the advisors? Who plans for the planners? While the team is focused on the needs of their clients, Anna Hounsell is focused on ensuring that all aspects of Bloom Wealth, operate smoothly and efficiently. She’s the anchor in the storm, the steering wheel between the ditches and the navigator on the journey. Anna’s superior management skills keep Bloom Wealth & Legacy Planning centered in service excellence and her mastery of effective communications builds client confidence and engagement.

Anna received her Bachelor of Commerce degree from Dalhousie University with a major in Marketing Informatics.

She has contributed her time and effort in the past to Catapult Leadership Society, Dress for Success, Junior Achievement Nova Scotia, BlueNose International Marathon, and Habitat for Humanity. Anna lives in Halifax with her husband and three young sons.

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Anne Cronshaw – Manager, Client Services

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It sounds cliché to say but in Anne’s case, it’s completely true: client service is her #1 priority.  Ask any one of our clients and they’ll agree – from the first time you meet Anne in a meeting, speak to her on the phone or benefit from her extensive knowledge of the insurance and investment industry, Anne makes you feel like you are in the very best of hands.  From start to finish and every detail in between, Anne brings an expertise, professionalism and a commitment to every Bloom Wealth & Legacy Planning client.

With a BA and a BBA from University of New Brunswick, Anne is also a Fellow of the Institute of Bankers (FICB) and completed the Canadian Investment Funds Course (CIFC). She worked for RBC in various positions across Canada with a concentration in insurance for the last 15 years.

Anne lives in Halifax with her husband, Brad and is the proud mother of two grown daughters.

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Breanna Bolduc – Manager, Client Services

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You know those times when you wish you had an extra pair of hands, more hours in the day and a second set of eyes? At Bloom Wealth & Legacy Planning, Breanna Bolduc is all that and more. With a can-do attitude, a stickler for detail and the confidence of knowing how to get a job done right, Breanna helps us get down to business and attack that never ending to-do list.  As if that alone didn’t make our lives easier, Breanna’s great laugh and easy going personality has us all looking forward to her time in the office, tackling one save-the-day task after another.

Breanna is a graduate of the Dalhousie University Bachelor of Commerce program. She has worked as the Executive Assistant to the VP, Medicine at the IWK Health Centre as well as with some of the top recruitment firms in Halifax. Her past volunteer experience includes the IWK Telethon, United Way and Junior Achievement Nova Scotia. Breanna lives in Halifax with her husband and two young boys.

 

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David Hounsell – CPA, CA - Director, Strategic Planning

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With a professional designation as a chartered accountant and 30 + years of expertise, Dave Hounsell is equipped to deal with just about any problem that arises. He remains calm, cool and collected even in the face of very complex situations and he does it all with a dry sense of humour.

Dave owned his own public accounting firm in Corner Brook, Newfoundland for 30 years, which he has since sold. He now focuses on strategic planning for Bloom Wealth & Legacy Planning. Dave also holds his Mutual Fund and Life & Health Insurance Licenses providing comprehensive planning for Bloom Wealth & Legacy Planning clients, especially in the areas of insurance, estate planning, corporate structure and taxation issues. His vast experience with small and medium sized corporate operations, discerning eye and sharp-pencil approach ensures that no opportunity is overlooked from a personal, corporate or trust perspective.

Dave sits on the Board of Directors for the Western Regional Hospital Foundation (Newfoundland) and volunteers with the radiothon in Corner Brook each year. He loves a good book and a great vacation with his family, including his wife, three adult children and three grandchildren.

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Charitable Work

At Bloom Wealth and Legacy Planning, we believe that a thriving community is an important factor in the health and well-being of our clients and our families. That’s why we’re committed to supporting causes that matter to our clients, our employees and our neighborhoods across Atlantic Canada, specifically focused in Nova Scotia and Newfoundland and Labrador. We strive to contribute to positive change through sponsorships, donations and volunteer time with various organizations.

Presently and in the past, we have supported worthwhile causes such as Catapult Leadership Society, IWK Health Centre, Western Regional Hospital Foundation, Corner Brook Rotary Music Festival, Laing House, Arthritis Society, Heart & Stroke Foundation, Children’s Wish Foundation, QEII Foundation, the Molly Appeal, Canadian Cancer Society and many more.

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Partners

Insurance Partners

Insurance products (including segregated funds) are offered through multiple insurance carriers.

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