tax preparation services; establishment and administration of employee benefit plans, including group insurance, deferred profit sharing plans, pensio Read More

Classification Information

Class [035]
Tax preparation services; establishment and administration of employee benefit plans, including group insurance, deferred profit sharing plans, pension plans, group savings plans, and group Registered Retirement Savings Plans, and pension plans for shareholders

Classification kind code

Class [036]
Financial and investment services, namely the services of investment on behalf of others, financial account services; the operation, management and administration of mutual funds; financial planning services, namely providing advice concerning financial planning, investment analysis, and the implementation and management of investments and financial plans; Financial advisory services relating to financial goal planning and investment consultation services; issuing of investment contracts pertaining to Guaranteed Investment Certificates, annuities, Registered Retirement Savings Plans, investment funds; mortgage lending services; the services of distribution of mutual funds, annuities, Guarantee Investment Certificates, Registered Retirement Savings Plans, investment funds; financial management of employee benefit plans, including group insurance, deferred profit sharing plans, pension plans, group savings plans, and group Registered Retirement Savings Plans, and pension plans for shareholders; trustee services for Registered Retirement Savings Plans, Registered Education Savings Plans, Registered Retirement Income Funds, and other mutual funds, charitable annuities, charitable foundation trusts, and tax exempt trusts; insurance agency and brokerage services.

Classification kind code

Class [041]
Training and education services, namely seminars and workshops in the field of financial planning; periodical publication of newsletters available to subscribers over the Internet.

Classification kind code

Mark Details

Serial Number

1984420

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 190 on 13^th Oct 2021	Registration Pending
Submitted for opposition 55 on 13^th Oct 2021	Registered
Submitted for opposition 42 on 21^st Jul 2021	Advertised
Submitted for opposition 27 on 15^th Jun 2021	Approval Notice Sent
Submitted for opposition 26 on 15^th Jun 2021	Approved
Submitted for opposition 22 on 05^th Oct 2020	Search Recorded
Submitted for opposition 20 on 05^th Oct 2020	Examiner's First Report
Submitted for opposition 31 on 17^th Sep 2019	Formalized
Submitted for opposition 30 on 11^th Sep 2019	Filed
Submitted for opposition 1 on 11^th Sep 2019	Created

A PLAN FOR LIVING

Classification Information

Class [035]Tax preparation services; establishment and administration of employee benefit plans, including group insurance, deferred profit sharing plans, pension plans, group savings plans, and group Registered Retirement Savings Plans, and pension plans for shareholders

Classification kind code

Classification kind code

Class [041]Training and education services, namely seminars and workshops in the field of financial planning; periodical publication of newsletters available to subscribers over the Internet.

Classification kind code

Mark Details

Serial Number

Mark Type

Legal History

Class [035]
Tax preparation services; establishment and administration of employee benefit plans, including group insurance, deferred profit sharing plans, pension plans, group savings plans, and group Registered Retirement Savings Plans, and pension plans for shareholders

Class [041]
Training and education services, namely seminars and workshops in the field of financial planning; periodical publication of newsletters available to subscribers over the Internet.