REGISTERED
on 26 Sep 2023
Last Applicant/ Owned by
2nd Floor, 15 York Street
Toronto, Ontario
CA
M5J0A3
Serial Number
97401854 filed on 09th May 2022
Registration Number
7172901 registered on 26th Sep 2023
Correspondent Address
Cynthia A. Moyer
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
CI PRIVATE WEALTH
(Based on Use in Commerce) FINANCIAL SERVICES INCLUDING WEALTH MANAGEMENT, namely, ASSISTING CLIENTS WITH MANAGING THEIR FINANCIAL AFFAIRS AND ASSETS; FINANCIAL PLANNING; FINANCIAL WEALTH PLANNING; INVESTMENT ADVICE; COMPREHENSIVE LIFE FINANCIAL MANAGEMENT SERVICES IN THE FIELDS OF INVESTMENT MANAGEMENT, CASH MANAGEMENT, DEBT MANAGEMENT, INSURANCE RISK MANAGEMENT, ESTATE PLANNING, AND TAX PLANNING Read More
Classification Information
Class [036]
Insurance & Financial Services
(Based on Use in Commerce) FINANCIAL SERVICES INCLUDING WEALTH MANAGEMENT, namely, ASSISTING CLIENTS WITH MANAGING THEIR FINANCIAL AFFAIRS AND ASSETS; FINANCIAL PLANNING; FINANCIAL WEALTH PLANNING; INVESTMENT ADVICE; COMPREHENSIVE LIFE FINANCIAL MANAGEMENT SERVICES IN THE FIELDS OF INVESTMENT MANAGEMENT, CASH MANAGEMENT, DEBT MANAGEMENT, INSURANCE RISK MANAGEMENT, ESTATE PLANNING, AND TAX PLANNING; FINANCIAL MANAGEMENT AND DISTRIBUTION OF POOLED INVESTMENT FUNDS AND SEGREGATED SECURITIES; FINANCIAL SERVICES IN THE FIELDS OF INVESTMENT, namely, SECURITIES INVESTMENT, CAPITAL INVESTMENT CONSULTATION, FUNDS INVESTMENT AND FINANCIAL PLANNING; ASSET PROTECTION SERVICES, namely, FINANCIAL RISK ASSESSMENT SERVICES IN THE NATURE OF ASSESSING A CLIENT'S NEED FOR CRITICAL ILLNESS INSURANCE, LIFE INSURANCE AND PROPERTY AND CASUALTY INSURANCE; FINANCIAL SUPPORT SERVICES, namely, ASSISTING CLIENTS WITH PERSONAL ADMINISTRATIVE MATTERS SUCH AS BILL PAYMENT AND LEASING OF REAL PROPERTY; (Based on 44e) INVESTMENT FUND SERVICES, namely, RETIREMENT INVESTMENT COUNSELING, RETIREMENT INVESTMENT PORTFOLIO FINANCIAL MANAGEMENT, DEALING IN, ADMINISTRATION AND DISTRIBUTION OF PRINCIPAL-PROTECTED INVESTMENT FUNDS FOR RETIREMENT; INVESTMENT PORTFOLIO FINANCIAL MANAGEMENT; INVESTMENT COUNSELING
First Use Date in General
28th Feb 2021
First Use Date in Commerce
28th Feb 2021
Mark Details
Serial Number
No 97401854
Mark Type
No Service Mark
Attorney Docket Number
No 51799.228
44D Filed
No
44D Current
No
44E filed
Yes
44E Current
Yes
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 26th Sep 2023 | REGISTERED-PRINCIPAL REGISTER |
| 26th Sep 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 07th Aug 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 07th Aug 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 07th Aug 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 04th Aug 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 04th Aug 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 04th Aug 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 04th Aug 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 04th Aug 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |