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AVISO LOGO
FORMALIZED
on 27 Feb 2023
Last Applicant/ Owned by
AVISO WEALTH INC.
700-1111 West Georgia StreetVancouver
BRITISH COLUMBIA
CA
V6E4T6
Serial Number
2242194 filed on 27th Feb 2023
Correspondent Address
1, Place Ville MarieSuite 2500, Montreal
QUEBEC
CA
H3B1R1
AVISO LOGO
Vienna Information
26 . 4 . 4
Other irregular parallelograms, trapezia and quadrilaterals, quadrilaterals containing one or more rounded cornersAutres parallélogrammes, trapèzes et quadrilatères irréguliers, quadrilatères avec un ou plusieurs coins arrondis
26 . 4 . 9
Several quadrilaterals juxtaposed, joined or intersectingPlusieurs quadrilatères, juxtaposés, accolés ou se coupant
26 . 4 . 24
Quadrilaterals with dark surfaces or parts of surfacesQuadrilatères avec surface ou partie de la surface foncée
Trademark usage description
application software for use in accessing and managing financial investments; computer programs and computer software for electronic trading of securi Read MoreClassification Information
Class [009]
Application software for use in accessing and managing financial investments; computer programs and computer software for electronic trading of securities; computer software for producing financial models; computer software, namely cryptocurrency blockchain for peer-to-peer sharing of financial data; mobile application software for use in accessing and managing financial investments and financial services
Classification kind code
12
Class [035]
Business management consultancy, advisory services for business management, business strategic planning services, consulting in the field of organizational analysis and management, tax planning services; financial account services namely administration of investment accounts and administration of accounts for registered retirement savings plans, registered retirement income funds, locked-in retirement accounts and registered education savings plans; estate trust administration services; providing marketing to third parties in the field of financial investments, financial wealth management, investment dealer services and correspondent investment services
Classification kind code
12
Class [036]
Financial services, namely, financial planning and investment advisory services, financial investment counselling, wealth management services, financial investment and wealth management consulting services, securities investment services, investment management, investment dealer services namely buying and selling securities, term deposits, segregated funds and other investments on behalf of others, fund investment, mutual fund services, management of mutual funds, mutual fund dealer services, management and distribution of investment funds, management of portfolios comprising securities, securities and investment brokerage services, financial planning and investment analysis and consultation, capital investment consultation, assessment and evaluation of securities portfolios and financial investments, providing information about financial investing in securities, financial management, financial asset management, online securities trading services, online brokerage services namely trading securities on behalf of investors trading online, correspondent investment services namely providing financial asset management services as agents for portfolio managers and wealth management firms, brokerage services for capital investments, capital investment services, mutual funds and capital investment, underwriting of the sale of securities to the public, investment advisory services and private placements in the fields of mergers and acquisitions, divestitures, restructurings and stock exchange listings, loan services namely securities lending, using investment accounts as collateral for loans and investment accounts using margin, mortgage services, credit line services, electronic transfers of funds on behalf of others, bill payment services; estate planning services; insurance services, namely, insurance consulting services; financial investment analysis and stock research; providing information with respect to financial investments and financial wealth management; providing institutional sales and sales support services to third parties in the field of financial investments, financial wealth management, investment dealer services and correspondent investment services
Classification kind code
12
Class [038]
Telecommunication gateway services, namely providing access to an online link to business and financial news and business and financial articles; providing access to websites with respect to financial investments and financial wealth management
Classification kind code
12
Class [041]
Providing training to third parties in the field of financial investments, financial wealth management, investment dealer services and correspondent investment services; providing news with respect to financial investments and financial wealth management
Classification kind code
12
Class [042]
Platform as a service (PAAS) featuring computer software platforms for use in the field of financial services for private equity trading; platform as a service (PAAS) featuring computer software platforms for use in the field of financial services for trading derivatives; provider of platform-as-a-service (PaaS) software enabling users to communicate with professionals in the field of trade finance; providing software as a service, namely providing others with computer software and mobile device software applications for implementing and recording financial transactions in data networks; providing temporary use of a web-based software application for providing a marketplace for private company investments; providing temporary use of non-downloadable software for analyzing financial data and generating reports; providing temporary use of non-downloadable software for providing financial data, analysis, research, news and information related to financial markets; providing temporary use of on-line non-downloadable software for retirement planning; providing temporary use of online non-downloadable personal finance software to assist financial advisors in providing investment management and financial advice and services to their clients; providing temporary use of online non-downloadable personal financial advisor software to assist with client relationship management and reporting; providing temporary use of online non-downloadable personal financial advisor software to provide automated advice and reporting; providing temporary use of online non-downloadable personal financial advisor software to provide investment management and financial advice
Classification kind code
12
Mark Details
Serial Number
2242194
Mark Type
Trademark
Legal History
| Action Taken | Status |
|---|---|
| Submitted for opposition 287 on 09th Mar 2023 | Pre-Assessment Letter Sent |
| Submitted for opposition 30 on 27th Feb 2023 | Filed |
| Submitted for opposition 1 on 27th Feb 2023 | Created |
| Submitted for opposition 31 on 27th Feb 2023 | Formalized |