205 Trademark Results found for "WEALTH MANAGEMENT"

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Details	Status	Class/Description
GOODMAN PRIVATE WEALTH MANAGEMENT & CHEVRON DESIGN Dundee Corporation 1423635 6 Jan 2009	REGISTERED on 21 Apr 2011	Investment management services, namely creating, managing and administ... Class 036 Class 036 Insurance & Financial Services Investment management services, namely creating, managing and administering investments comprising mutual funds, closed end funds, third party asset management and tax assisted investments and private client advisory services.
EQUUIS WEALTH MANAGEMENT & Horse Head Design EQUUIS WEALTH MANAGEMENT INC. 1397957 3 Jun 2008	REGISTERED on 7 Sept 2010	Operation of a business co-ordinating professionals to advise and prov... Class 035 Class 035 Advertising, Business & Retail Services Operation of a business co-ordinating professionals to advise and provide support on bookkeeping and accounting, debt and savings coaching, insurance planning, estate planning, tax planning, retirement planning, business planning, financial consultancy, financial and wealth management, financial planning analysis, asset allocation analysis, and providing portfolio recommendations and detailed personalized investment strategies. Class 036 Class 036 Insurance & Financial Services
AWMA ACCREDITED WEALTH MANAGEMENT ADVISOR & Design The College for Financial Planning Institutes Corporation 1387504 14 Mar 2008	REGISTERED on 28 Mar 2011	Educational services, namely, providing courses in the fields of finan... Class 041 Class 041 Education and Entertainment Services Educational services, namely, providing courses in the fields of finance and financial planning in the areas of asset management, asset allocation, asset selection, investment performance and strategies, taxation of investment products, and retirement.
GOODMAN PRIVATE WEALTH MANAGEMENT BALANCED POOL DUNDEE CORPORATION 1245865 3 Feb 2005	EXPUNGED on 1 Oct 2021	Investment management services. Class 036 Class 036 Insurance & Financial Services Investment management services.
ASSANTE WEALTH MANAGEMENT & STYLIZED A DESIGN CI INVESTMENTS INC. 1230828 20 Sept 2004	REGISTERED on 6 Oct 2005	Succession planning, tax planning, contract negotiation and business m... Class 035 Class 035 Advertising, Business & Retail Services Succession planning, tax planning, contract negotiation and business management. Class 036 Class 036 Insurance & Financial Services Financial services including wealth management, namely: assisting clients with managing their financial affairs and assets; financial planning; wealth planning; investment advice; comprehensive life management services in the fields of investment, cash management products and services, debt management, insurance and estate planning; management and distribution of pooled investment funds and segregated securities; services in the fields of investment, namely: securities investment, capital investment consultation, funds investment and financial planning; asset protection services, namely: assessing a client's need for critical illness insurance, life insurance and property and casualty insurance; personal support services, namely: assisting clients with personal administrative matters such as bill payment, asset leasing and engagement of services to assist with property maintenance.
X.EYE RELATIONSHIP AND WEALTH MANAGEMENT & DESIGN ODYSSEY FINANCIAL TECHNOLOGIES S.A. 876226 24 Apr 1998	EXPUNGED	Computer software for use by members of the investment management comm... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Computer software for use by members of the investment management community such as brokerages, investment counsellors, money managers, financial planners, banks and insurance companies designed for the collection and management of customer information including account status, financial portfolio management and relationship management. Class 035 Class 035 Advertising, Business & Retail 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. ... Class 037 Construction and Repair Services Class 041 Education and Entertainment Services Class 042 Computer & Software Services & Scientific Services
NEW FLYING S & SCOTIA WEALTH MANAGEMENT DESIGN THE BANK OF NOVA SCOTIA 1969864 12 Jun 2019	ABANDONED SECTION 36 on 21 Nov 2024	Banking services; credit card services; financial services, namely len... Class 036 Class 036 Insurance & Financial Services Banking services; credit card services; financial services, namely lending services, foreign exchange services, financial investment brokerage services, investment management services, investment counselling, investment advice, namely income and asset protection through licensed advisors, tax advisory services; 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.
EDWARD JONES CLIENT-CENTRIC COMPLETE WEALTH MANAGEMENT EDWARD D. JONES & CO. L.P. 1966616 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.
EDWARD JONES HUMAN-CENTERED COMPLETE WEALTH MANAGEMENT EDWARD D. JONES & CO. L.P. 1966614 3 Jun 2019	REGISTERED on 14 Nov 2023	Financial services, namely, securities brokerage and investment adviso... Class 036 Class 036 Insurance & Financial Services Financial services, namely, securities brokerage and investment advisory.
CIBC ATLANTIC TRUST PRIVATE WEALTH MANAGEMENT DESIGN CANADIAN IMPERIAL BANK OF COMMERCE 1817847 12 Jan 2017	REGISTERED on 3 Jan 2020	The provision of human resources programs and employee education progr... Class 035 Class 035 Advertising, Business & Retail Services The provision of human resources programs and employee education programs, namely, employee recruitment. Class 036 Class 036 Insurance & Financial Services Banking services; on-line interactive banking services; credit card services; debit card services; financial services, namely, financial planning and investment advisory services, wealth management services, namely, financial investment counselling, financial consulting services, namely financial management, investment banking services; securities brokerage services; trust company services; insurance services; charitable fundraising and collection of donations for charitable purposes; financial sponsorship of educational seminars in the fields of banking, financial planning, credit counselling, mortgage information, and house purchasing. ... Class 041 Education and Entertainment Services Development and educational services, namely conducting courses of instruction in the area of banking, financial planning, credit counselling, mortgage information, house purchasing.

REGISTERED

on 21 Apr 2011

GOODMAN PRIVATE WEALTH MANAGEMENT & CHEVRON DESIGN

Dundee Corporation

1423635 · 6 Jan 2009

036

Investment management services, namely creating, managing and administ...

REGISTERED

on 7 Sept 2010

EQUUIS WEALTH MANAGEMENT & Horse Head Design

EQUUIS WEALTH MANAGEMENT INC.

1397957 · 3 Jun 2008

035

036

Operation of a business co-ordinating professionals to advise and prov...

REGISTERED

on 28 Mar 2011

AWMA ACCREDITED WEALTH MANAGEMENT ADVISOR & Design

The College for Financial Planning Institutes Corporation

1387504 · 14 Mar 2008

041

Educational services, namely, providing courses in the fields of finan...

EXPUNGED

on 1 Oct 2021

GOODMAN PRIVATE WEALTH MANAGEMENT BALANCED POOL

DUNDEE CORPORATION

1245865 · 3 Feb 2005

036

Investment management services.

REGISTERED

on 6 Oct 2005

ASSANTE WEALTH MANAGEMENT & STYLIZED A DESIGN

CI INVESTMENTS INC.

1230828 · 20 Sept 2004

035

036

Succession planning, tax planning, contract negotiation and business m...

EXPUNGED

X.EYE RELATIONSHIP AND WEALTH MANAGEMENT & DESIGN

ODYSSEY FINANCIAL TECHNOLOGIES S.A.

876226 · 24 Apr 1998

009

035

...

Computer software for use by members of the investment management comm...

ABANDONED SECTION 36

on 21 Nov 2024

NEW FLYING S & SCOTIA WEALTH MANAGEMENT DESIGN

THE BANK OF NOVA SCOTIA

1969864 · 12 Jun 2019

036

Banking services; credit card services; financial services, namely len...

ABANDONED SECTION 36

on 21 Mar 2023

EDWARD JONES CLIENT-CENTRIC COMPLETE WEALTH MANAGEMENT

EDWARD D. JONES & CO. L.P.

1966616 · 3 Jun 2019

036

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

REGISTERED

on 14 Nov 2023

EDWARD JONES HUMAN-CENTERED COMPLETE WEALTH MANAGEMENT

EDWARD D. JONES & CO. L.P.

1966614 · 3 Jun 2019

036

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

REGISTERED

on 3 Jan 2020

CIBC ATLANTIC TRUST PRIVATE WEALTH MANAGEMENT DESIGN

CANADIAN IMPERIAL BANK OF COMMERCE

1817847 · 12 Jan 2017

035

036

...

The provision of human resources programs and employee education progr...

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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