1 Trademark Results found for "INTELLIGENT PORTFOLIOS*"

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Mark	Details	Status	Class/Description
	INTELLIGENT PORTFOLIOS CORNERSTONE SECURITIES CANADA INC. 1711289 19 Jan 2015	ABANDONED SECTION 36 on 20 Jun 2017	Financial, advisory and investment services, namely, financial and inv... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Class 016 Class 016 Paper Goods and Printed Material ... Class 035 Advertising, Business & Retail Services Class 036 Insurance & Financial Services Class 038 Communications Services Computer software for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment performance measurement and investment reporting; financial software systems, namely, systems for analyzing and rating the performance of investments, client data, customer and service provider data and regulatory and tax information; computer software for gathering and evaluating financial and business data for audits, compliance, financial and operational risk control; downloadable software, namely, software for accessing, viewing, downloading, sharing, managing and saving research and information in the fields of investment, investment management and finance accessed by or through local or wide area computer networks, wireless communication networks, global computer networks or other electronic communication networks; downloadable software, namely, mobile software applications for accessing, viewing, downloading, sharing, managing and saving research and information in the fields of investment, investment management and finance; online non-downloadable interactive software, namely, software for accessing, viewing, downloading, sharing, managing and saving research and information in the fields of investment, investment management and finance; printed and electronic materials, namely, financial tools and financial reference materials including downloadable electronic publications, for use in the fields of investment, investment management and finance; financial tools, financial reference materials and promotional materials, namely, printed and electronic manuals, trade and professional publications, books, brochures, digests, reports, directories, newsletters, periodicals, promotional materials and related electronic media for use in the fields of investment, investment management and finance; educational materials, namely, printed and electronic instructional, educational and teaching materials relating to the fields of investment, investment management and finance Class 042 Computer & Software Services & Scientific Services Financial, advisory and investment services, namely, financial and investment analysis services, financial and investment consultation services, financial and investment management services, financial and investment information services, financial and investment sales, support, brand management and multi-channel distribution services; financial management, namely, project management and software customization services in the field of financial services; financial, advisory and investment services, namely, the creation, assessment, management, administration, monitoring and reporting of investment portfolios and related services; investment management services, namely, the structuring, evaluation and administration of investments; investment research services, namely, financial analysis, valuation, portfolio analytics, risk management and investment forecasting services; investment information services, namely, access to investment research and modelling tools and access to educational and instructional services including conferences, seminars, workshops, online webcasts, online community tools, training services, continuing professional education services and continuing consumer education services relating to the fields of investment, investment management and finance; financial support services, namely, financial and investment information by electronic means including emails and proprietary and non-proprietary websites accessed by or through mobile applications, wireless communication networks, local or wide area computer networks, global computer networks or other electronic communication networks; providing online investment services and support for investment services by or through local or wide area computer networks, wireless communication networks, global computer networks or other electronic communication networks; business, economic and market research services, namely, the construction of model portfolios and comprehensive investor research information services; managed portfolio services, namely, accounting and settlement services, account information services, electronic access to portfolio management services and to investment research tools and computerized databases and other indexes of information; financial planning services, namely, investment strategy, business strategy, wealth management, estate planning, legacy planning, retirement planning and group plan services; personal advisory services, namely, customized and automatized and non-automated goals-based financial planning services, investment and investment management services; estate, trust and agency services, namely, trust services, custody services, estate administration and trust management services, family wealth stewardship, philanthropic advisory services, asset protection, asset rebalancing and specialized financial administration services; banking and insurance services; domestic and cross-border tax consulting, tax-advantaged strategies, tax minimization and tax filing services; asset management services, namely, asset allocation, alternative investments, cash management, credit, lending, financing and mortgage services, business portfolio management services, business succession services, proprietary portfolio services and proprietary financial solutions relating to the fields of investment, investment management and finance

ABANDONED SECTION 36

on 20 Jun 2017

INTELLIGENT PORTFOLIOS

CORNERSTONE SECURITIES CANADA INC.

1711289 · 19 Jan 2015

009

016

...

Class 035

Advertising, Business & Retail Services

Class 036

Insurance & Financial Services

Class 038

Communications Services

Computer software for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment performance measurement and investment reporting; financial software systems, namely, systems for analyzing and rating the performance of investments, client data, customer and service provider data and regulatory and tax information; computer software for gathering and evaluating financial and business data for audits, compliance, financial and operational risk control; downloadable software, namely, software for accessing, viewing, downloading, sharing, managing and saving research and information in the fields of investment, investment management and finance accessed by or through local or wide area computer networks, wireless communication networks, global computer networks or other electronic communication networks; downloadable software, namely, mobile software applications for accessing, viewing, downloading, sharing, managing and saving research and information in the fields of investment, investment management and finance; online non-downloadable interactive software, namely, software for accessing, viewing, downloading, sharing, managing and saving research and information in the fields of investment, investment management and finance; printed and electronic materials, namely, financial tools and financial reference materials including downloadable electronic publications, for use in the fields of investment, investment management and finance; financial tools, financial reference materials and promotional materials, namely, printed and electronic manuals, trade and professional publications, books, brochures, digests, reports, directories, newsletters, periodicals, promotional materials and related electronic media for use in the fields of investment, investment management and finance; educational materials, namely, printed and electronic instructional, educational and teaching materials relating to the fields of investment, investment management and finance

Class 042

Computer & Software Services & Scientific Services

Financial, advisory and investment services, namely, financial and investment analysis services, financial and investment consultation services, financial and investment management services, financial and investment information services, financial and investment sales, support, brand management and multi-channel distribution services; financial management, namely, project management and software customization services in the field of financial services; financial, advisory and investment services, namely, the creation, assessment, management, administration, monitoring and reporting of investment portfolios and related services; investment management services, namely, the structuring, evaluation and administration of investments; investment research services, namely, financial analysis, valuation, portfolio analytics, risk management and investment forecasting services; investment information services, namely, access to investment research and modelling tools and access to educational and instructional services including conferences, seminars, workshops, online webcasts, online community tools, training services, continuing professional education services and continuing consumer education services relating to the fields of investment, investment management and finance; financial support services, namely, financial and investment information by electronic means including emails and proprietary and non-proprietary websites accessed by or through mobile applications, wireless communication networks, local or wide area computer networks, global computer networks or other electronic communication networks; providing online investment services and support for investment services by or through local or wide area computer networks, wireless communication networks, global computer networks or other electronic communication networks; business, economic and market research services, namely, the construction of model portfolios and comprehensive investor research information services; managed portfolio services, namely, accounting and settlement services, account information services, electronic access to portfolio management services and to investment research tools and computerized databases and other indexes of information; financial planning services, namely, investment strategy, business strategy, wealth management, estate planning, legacy planning, retirement planning and group plan services; personal advisory services, namely, customized and automatized and non-automated goals-based financial planning services, investment and investment management services; estate, trust and agency services, namely, trust services, custody services, estate administration and trust management services, family wealth stewardship, philanthropic advisory services, asset protection, asset rebalancing and specialized financial administration services; banking and insurance services; domestic and cross-border tax consulting, tax-advantaged strategies, tax minimization and tax filing services; asset management services, namely, asset allocation, alternative investments, cash management, credit, lending, financing and mortgage services, business portfolio management services, business succession services, proprietary portfolio services and proprietary financial solutions relating to the fields of investment, investment management and finance

Financial, advisory and investment services, namely, financial and inv...

Owners

Cornerstone securities canada inc. (1)

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Class 9 (1)

Class 16 (1)

Class 35 (1)

Class 36 (1)

Class 38 (1)

Class 42 (1)

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