205 Trademark Results found for "WEALTH MANAGEMENT"

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Details	Status	Class/Description
GRAYSTONE WEALTH MANAGEMENT SERVICES MORGAN STANLEY DEAN WITTER & CO. 1037339 24 Nov 1999	WITHDRAWN BY OWNER on 28 Jun 2001	Financial services in the nature of investment banking services; inves... Class 036 Class 036 Insurance & Financial Services Financial services in the nature of investment banking services; investment securities; securities brokerage and trading services; investment management and advice and research services relating to all of the foregoing. Class 042 Class 042 Computer & Software Services & Scientific Services
PERFORMA STRATEGIC WEALTH MANAGEMENT DESJARDINS SÉCURITÉ FINANCIÈRE INVESTISSEMENTS INC. 868069 30 Jan 1998	WITHDRAWN BY OWNER on 14 Feb 2008	Services financiers, nommément: fonds mutuels et planification financi... Class 036 Class 036 Insurance & Financial Services Services financiers, nommément: fonds mutuels et planification financière.
RELATIONSHIP AND WEALTH MANAGEMENT VISIONEERING PARTNERS INC. 852576 31 Jul 1997	ABANDONED SECTION 36 on 30 Nov 1999	Custom designing and building software systems; systems integration an... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Class 035 Class 035 Advertising, Business & Retail Services ... Class 037 Construction and Repair Services Class 041 Education and Entertainment Services Computer software for use in the areas of relationship and wealth management and sales force automation by members of the investment management community such as brokerages, investment counsellors, money managers, financial planners, banks and insurance companies. Class 042 Computer & Software Services & Scientific Services Custom designing and building software systems; systems integration and development; consultation services in the fields of technical project management, analysis, design, and building systems, database administration and performance tuning; systems-related management consulting.
FISHER INVESTMENTS PRIVATE WEALTH MANAGEMENT Fisher Asset Management, LLC 2361370 11 Nov 2024	FORMALIZED on 11 Nov 2024	Investment advisory services; investment management Class 036 Class 036 Insurance & Financial Services Investment advisory services; investment management
FISHER INVESTMENTS PREMIER WEALTH MANAGEMENT Fisher Asset Management, LLC 2361372 11 Nov 2024	FORMALIZED on 11 Nov 2024	Investment advisory services; investment management Class 036 Class 036 Insurance & Financial Services Investment advisory services; investment management
BMO BrokerEdge Wealth Management Group BANK OF MONTREAL 2241840 24 Feb 2023	ABANDONED SECTION 36 on 20 Mar 2025	Financial investment management and administration services, investmen... Class 036 Class 036 Insurance & Financial Services Financial investment management and administration services, investment consultation, mutual fund investment and distribution services, the provision of full service brokerage and discount brokerage services namely for securities liquidation, bonds, shares, stocks, bonds, capital investments, financial investments and securities; investment and portfolio management services, including investment of funds for others; management of public and private investment funds services; mergers and acquisitions advice; securities investment services; financial portfolio management; investment and wealth management services; family office services, namely, financial planning; estate and trust management services; financial analysis and consultation services; financial and investment advisory services; insurance consulting services; financial asset protection consulting services; estate planning advisory services; credit card transaction processing services; succession planning, financial and retirement planning; philanthropic planning; business marketing and business management consulting services; accounting services; tax advisory and consultation services; insurance services
NOW WEALTH MANAGEMENT SOLUTIONS & Design NOW WEALTH MANAGEMENT SOLUTIONS LTD. 2113368 10 Jun 2021	FORMALIZED on 27 Nov 2024	Financial management; financial planning; tax planning; investment and... Class 036 Class 036 Insurance & Financial Services Financial management; financial planning; tax planning; investment and wealth management; financial risk management; tax risk management.
ASSINIBOINE CREDIT UNION WEALTH MANAGEMENT Assiniboine Credit Union Limited 1991330 21 Oct 2019	ADVERTISED on 4 Dec 2024	Insurance services; estate planning; investment advice; security broke... Class 036 Class 036 Insurance & Financial Services Insurance services; estate planning; investment advice; security brokerage services; automated securities brokerage; brokerage of shares or stocks and other securities; brokerage services for stocks, bonds and other securities; financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; mutual fund brokerage; providing stock market information; providing stock/securities market information; stock exchange price quotations, stock brokerage; asset management; issuance and administration of annuities; providing information in the field of banking services via a website and via email; providing information in the field of financial wellness and financial insights via a website and via email; providing financial information in the field of investment of funds and financial planning via a website and via email; providing bank account information via a website and via email; providing financial information in the field of payment validation services for dynamic peer-to-peer payments channels via a website and via email; providing financial information regarding rating changes that affect financial portfolios via a website and via email; providing financial management information via a website and via email; providing financial valuation information, consultancy and advisory services for personal property via a website and via email.
SCOTIA WEALTH MANAGEMENT DESIGN (stacked) THE BANK OF NOVA SCOTIA 1969863 12 Jun 2019	REGISTERED on 2 Dec 2024	Tax advisory services,Banking services; credit card services; financia... Class 035 Class 035 Advertising, Business & Retail Services Tax advisory services Class 036 Class 036 Insurance & Financial Services Banking services; credit card services; financial services, namely lending for investment purposes including securities, real estate and insurance, foreign exchange services, financial investment brokerage services, investment management services, investment counselling, investment advice, namely income and asset protection through licensed advisors; financial investment counselling; wealth management services, namely estate and trust services, namely trust set up, management, settlement and administration, providing strategies and advice regarding retirement, wills and estate and trust services, custodial services, business and farm succession planning services; financial management; financial planning; asset management services; financial administration of retirement plans; Insurance services.
HUMAN-CENTERED COMPLETE WEALTH MANAGEMENT EDWARD D. JONES & CO. L.P. 1966613 3 Jun 2019	ABANDONED SECTION 36 on 21 Mar 2023	Financial services, namely, securities brokerage and investment adviso... Class 036 Class 036 Insurance & Financial Services Financial services, namely, securities brokerage and investment advisory.

WITHDRAWN BY OWNER

on 28 Jun 2001

GRAYSTONE WEALTH MANAGEMENT SERVICES

MORGAN STANLEY DEAN WITTER & CO.

1037339 · 24 Nov 1999

036

042

Financial services in the nature of investment banking services; inves...

WITHDRAWN BY OWNER

on 14 Feb 2008

PERFORMA STRATEGIC WEALTH MANAGEMENT

DESJARDINS SÉCURITÉ FINANCIÈRE INVESTISSEMENTS INC.

868069 · 30 Jan 1998

036

Services financiers, nommément: fonds mutuels et planification financi...

ABANDONED SECTION 36

on 30 Nov 1999

RELATIONSHIP AND WEALTH MANAGEMENT

VISIONEERING PARTNERS INC.

852576 · 31 Jul 1997

009

035

...

Custom designing and building software systems; systems integration an...

FORMALIZED

on 11 Nov 2024

FISHER INVESTMENTS PRIVATE WEALTH MANAGEMENT

Fisher Asset Management, LLC

2361370 · 11 Nov 2024

036

Investment advisory services; investment management

FORMALIZED

on 11 Nov 2024

FISHER INVESTMENTS PREMIER WEALTH MANAGEMENT

Fisher Asset Management, LLC

2361372 · 11 Nov 2024

036

Investment advisory services; investment management

ABANDONED SECTION 36

on 20 Mar 2025

BMO BrokerEdge Wealth Management Group

BANK OF MONTREAL

2241840 · 24 Feb 2023

036

Financial investment management and administration services, investmen...

FORMALIZED

on 27 Nov 2024

NOW WEALTH MANAGEMENT SOLUTIONS & Design

NOW WEALTH MANAGEMENT SOLUTIONS LTD.

2113368 · 10 Jun 2021

036

Financial management; financial planning; tax planning; investment and...

ADVERTISED

on 4 Dec 2024

ASSINIBOINE CREDIT UNION WEALTH MANAGEMENT

Assiniboine Credit Union Limited

1991330 · 21 Oct 2019

036

Insurance services; estate planning; investment advice; security broke...

REGISTERED

on 2 Dec 2024

SCOTIA WEALTH MANAGEMENT DESIGN (stacked)

THE BANK OF NOVA SCOTIA

1969863 · 12 Jun 2019

035

036

Tax advisory services,Banking services; credit card services; financia...

ABANDONED SECTION 36

on 21 Mar 2023

HUMAN-CENTERED COMPLETE WEALTH MANAGEMENT

EDWARD D. JONES & CO. L.P.

1966613 · 3 Jun 2019

036

Financial services, namely, securities brokerage and investment adviso...

Owners

The bank of nova scotia (11)

Dundee corporation (9)

Banque nationale du canada (4)

Canaccord genuity corp. (4)

Dundee corporation (4)

Edward d. jones & co. l.P. (4)

9114-6480 québec inc. (3)

Canadian imperial bank of commerce (3)

First west credit union (3)

Igm financial inc./société financière igm inc. (3)

Categories

Class 36 (189)

Class 35 (56)

Class 41 (38)

Class 9 (25)

Class 16 (21)

Class 42 (12)

Class 45 (10)

Class 25 (5)

Class 21 (4)

Class 14 (3)

Class 24 (3)

Class 37 (3)

Class 18 (2)

Class 26 (2)

Class 38 (2)

Class 39 (2)

Class 1 (1)

Class 2 (1)

Class 3 (1)

Class 4 (1)

Class 5 (1)

Class 6 (1)

Class 7 (1)

Class 8 (1)

Class 10 (1)

Class 11 (1)

Class 12 (1)

Class 13 (1)

Class 15 (1)

Class 17 (1)

Class 19 (1)

Class 20 (1)

Class 22 (1)

Class 23 (1)

Class 27 (1)

Class 28 (1)

Class 29 (1)

Class 30 (1)

Class 31 (1)

Class 32 (1)

Class 33 (1)

Class 34 (1)

Class 40 (1)

Class 43 (1)

Class 44 (1)

Correspondents

Gowling wlg (canada) llp (28)

Smart & biggar lp (17)

Borden ladner gervais llp (8)

Ade & lee law group llp (4)

Blake, cassels & graydon llp (4)

Dentons canada llp (4)

Dla piper (canada) llp (4)

Goodmans llp (4)

Fillmore riley llp (3)

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Pakistan

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C$1,791/ 1 class + gov fee

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C$964/ 1 class + gov fee

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Angola

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C$1,102/ 1 class + gov fee

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Comoros

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Cote d'Ivoire

C$1,102/ 1 class + gov fee

Czechia

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Djibouti

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Dominica

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Equatorial Guinea

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Eswatini

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Fiji

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Finland

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Gabon

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Georgia

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Ghana

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Grenada

C$1,791/ 1 class + gov fee

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Iceland

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Latvia

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Mali

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Micronesia

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Moldova

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Monaco

C$1,929/ 1 class + gov fee

Mongolia

C$826/ 1 class + gov fee

Montenegro

C$1,240/ 1 class + gov fee

Nauru

C$1,378/ 1 class + gov fee

Netherlands

C$1,378/ 1 class + gov fee

Niger

C$1,102/ 1 class + gov fee

Nigeria

C$551/ 1 class + gov fee

North Macedonia

C$1,240/ 1 class + gov fee

Palau

C$1,378/ 1 class + gov fee

Palestine

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Papua New Guinea

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Rwanda

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Saint Kitts and Nevis

C$1,791/ 1 class + gov fee

Saint Lucia

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Saint Vincent and the Grenadines

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Samoa

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San Marino

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Sao Tome and Principe

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Senegal

C$1,102/ 1 class + gov fee

Seychelles

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Slovenia

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Somalia

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South Sudan

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Tajikistan

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Tanzania

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Timor-Leste

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Togo

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Tonga

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Trinidad and Tobago

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Turkmenistan

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Uzbekistan

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Vanuatu

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Zambia

C$1,240/ 1 class + gov fee

Zimbabwe

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OAPI

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ARIPO

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