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BMO FAMILY OFFICE
ADVERTISED

on 13 Nov 2024

Last Applicant/ Owned by

Bank of Montreal

1 First Canadian Place100 King Street WestToronto

ONTARIO

CA

M5X1A1

Serial Number

2168249 filed on 23rd Feb 2022

Correspondent Address

SUITE 2600, 160 ELGIN STREETOTTAWA

ONTARIO

CA

K1P1C3

BMO FAMILY OFFICE

Trademark usage description

business marketing and business management consulting services; accounting services; tax advisory and consultation services relating to tax preparatio Read More

Classification Information


Class [035]
Business marketing and business management consulting services; accounting services; tax advisory and consultation services relating to tax preparation and tax filing services


Classification kind code

11

Class [036]
Financial investment management and financial administration of investment funds, financial investment consultation, mutual fund investment and mutual fund distribution services, the provision of full service brokerage and discount brokerage services namely for securities liquidation, shares, stocks, bonds, capital investments, financial investments and securities; investment and portfolio management services, namely investment of funds for others; management of public and private investment funds services; mergers and acquisitions advice; securities brokerage and lending services; financial portfolio management; investment and wealth management services; family office services, namely, financial planning; estate management services and trust management services; financial planning and management advisory services and financial investment advisory services; insurance consulting services; financial asset protection consulting services; estate planning advisory services; credit card transaction processing services; Financial succession planning, financial and retirement planning; financial planning services for philanthropic purposes; insurance service


Classification kind code

11

Mark Details


Serial Number

2168249

Mark Type

Trademark

Legal History


Action TakenStatus
Submitted for opposition 42
on 13th Nov 2024
Advertised
Submitted for opposition 26
on 16th Oct 2024
Approved
Submitted for opposition 27
on 16th Oct 2024
Approval Notice Sent
Submitted for opposition 15
on 07th Feb 2024
Correspondence Created
Submitted for opposition 22
on 25th Nov 2022
Search Recorded
Submitted for opposition 20
on 25th Nov 2022
Examiner's First Report
Submitted for opposition 287
on 18th May 2022
Pre-Assessment Letter Sent
Submitted for opposition 30
on 23rd Feb 2022
Filed
Submitted for opposition 1
on 23rd Feb 2022
Created
Submitted for opposition 31
on 23rd Feb 2022
Formalized