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FAMILY PLAYBOOK

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FAMILY PLAYBOOK
REGISTERED

on 13 Feb 2023

Last Applicant/ Owned by

FINANCIAL CONCIERGE INC.

2949 17 Ave SEUnit 269CALGARY

ALBERTA

CA

T2A0P7

Serial Number

1908407 filed on 09th Jul 2018

Registration Number

TMA1165169 registered on 13th Feb 2023

Registration expiry Date

13th Feb 2033

Correspondent Address

Swanson Law600 Crowfoot Crescent NW,Suite 340,Calgary

ALBERTA

CA

T3G0B4

FAMILY PLAYBOOK

Trademark usage description

pens; printed matter, namely, business cards, notepads, reports, newsletters, loose-leaf binders, brochures and pamphlets in the field of financial pl Read More

Classification Information

Class [016]
Pens; printed matter, namely, business cards, notepads, reports, newsletters, loose-leaf binders, brochures and pamphlets in the field of financial planning, estate planning, estate administration, planning for real estate and other property holdings, income tax planning, insurance, risk management, legal information and compilations and preparation of financial and personal profile documents

Classification kind code

11

Class [035]
Business management services for others, namely, preparation of personal and financial profiles for the purposes of estate planning and estate administration; compiling estate documents, final wishes, financial documents, personal documents necessary for estate administration, insurance documents, information on property holdings, service contracts, business or corporate documents into personalized loose-leaf binders; referrals to trusted advisors for lawyers, accountants, insurance agents and financial advisors for estate planning and administration

Classification kind code

11

Class [036]
Financial management services; estate planning, namely preparing financial and personal profiles for the purpose of estate administration; estate planning, namely preparation of financial and personal profile for estate planning and estate administration purposes through coordination of investment accounts, pension plans, credit card, loans, mortgages, bank accounts, safety deposit box, coordination of personal information, birth certificates, death certificates, marriage certificates, divorce certificates, passports, drivers licenses, coordination of insurance documents, policies and summarizing insurance policies, coordination of property interests, coordination of service contracts for utilities, subscriptions, social media, memberships, and reward programs; estate planning, namely, coordination of final wishes for persons and pets

Classification kind code

11

Class [041]
Educational services, namely, conducting classes, seminars and workshops relating to preparation of a financial or personal profile for estate planning and estate administration purposes, retirement, retirement planning, post-retirement planning, financial management and reconciliation of personal, financial, insurance, property interests and service agreements, and options for estate planning and estate administration, final wishes for personal and pet arrangements related to estate planning and estate administration;

Classification kind code

11

Mark Details

Serial Number

1908407

Mark Type

Trademark

Legal History

Show more

Action TakenStatus
Submitted for opposition 27
on 21st Jan 2022		Approval Notice Sent
Submitted for opposition 15
on 14th Dec 2021		Correspondence Created
Submitted for opposition 48
on 23rd Apr 2021		Agent Changed
Submitted for opposition 135
on 23rd Apr 2021		Amendment to Application
Submitted for opposition 15
on 23rd Apr 2021		Correspondence Created
Submitted for opposition 22
on 26th Jun 2020		Search Recorded
Submitted for opposition 20
on 26th Jun 2020		Examiner's First Report
Submitted for opposition 31
on 11th Jul 2018		Formalized
Submitted for opposition 1
on 10th Jul 2018		Created
Submitted for opposition 30
on 09th Jul 2018		Filed