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WEALTH PLANNING MAP
FORMALIZED
on 07 Sep 2023
Last Applicant/ Owned by
LISA LOEWEN-LYTTLE
PO Box 754Cochrane
ALBERTA
CA
T4C1A8
Serial Number
2279928 filed on 07th Sep 2023
WEALTH PLANNING MAP
Trademark usage description
advisory services relating to business planning; business management planning; tax and taxation planning, advice, information and consultancy services Read MoreClassification Information
Class [035]
Advisory services relating to business planning; business management planning; tax and taxation planning, advice, information and consultancy services
Classification kind code
12
Class [036]
Advisory services relating to financial asset management; advisory services relating to financial planning; advisory services relating to tax planning; estate planning; estate planning advisory services; financial planning; financial planning and financial management services; financial planning and investment advisory services; financial planning and investment portfolio management; financial planning for retirement; financial planning services; financial planning services for retirement; investment counselling, financial planning and portfolio management
Classification kind code
12
Class [041]
Educational services in the field of financial planning
Classification kind code
12
Class [042]
Providing temporary use of on-line non-downloadable software for retirement planning; providing temporary use of online educational software containing topics of instruction in financial planning and financial management; providing temporary use of online non-downloadable personal financial advisor software to assist with financial planning and portfolio valuation
Classification kind code
12
Mark Details
Serial Number
2279928
Mark Type
Trademark
Legal History
| Action Taken | Status |
|---|---|
| Submitted for opposition 30 on 07th Sep 2023 | Filed |
| Submitted for opposition 1 on 07th Sep 2023 | Created |
| Submitted for opposition 31 on 07th Sep 2023 | Formalized |