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AVISO WEALTH

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AVISO WEALTH
REGISTERED

on 25 Jan 2021

Last Applicant/ Owned by

AVISO WEALTH INC.

151 Yonge Street, 12th FloorToronto

ONTARIO

CA

M5C2W7

Serial Number

1872899 filed on 13th Dec 2017

Registration Number

TMA1092438 registered on 25th Jan 2021

Registration expiry Date

25th Jan 2031

Correspondent Address

1, Place Ville MarieSuite 2500, Montreal

QUEBEC

CA

H3B1R1

AVISO WEALTH

Trademark usage description

business management consultancy, advisory services for business management, business strategic planning services, consulting in the field of organizat Read More

Classification Information

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

11

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

11

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

11

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

11

Mark Details

Serial Number

1872899

Mark Type

Trademark

Legal History

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Action TakenStatus
Submitted for opposition 26
on 14th Sep 2020		Approved
Submitted for opposition 15
on 24th Aug 2020		Correspondence Created
Submitted for opposition 80
on 26th May 2020		Change of Title Registered
Submitted for opposition 15
on 09th Jan 2020		Correspondence Created
Submitted for opposition 15
on 01st Apr 2019		Correspondence Created
Submitted for opposition 22
on 20th Feb 2019		Search Recorded
Submitted for opposition 20
on 20th Feb 2019		Examiner's First Report
Submitted for opposition 31
on 15th Dec 2017		Formalized
Submitted for opposition 1
on 14th Dec 2017		Created
Submitted for opposition 30
on 13th Dec 2017		Filed