205 Trademark Results found for "WEALTH MANAGEMENT"

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Details	Status	Class/Description
PURE WEALTH MANAGEMENT MARGARET R. UNSER 1540837 23 Aug 2011	ABANDONED SECTION 36 on 14 May 2013	Investment Financial Management services namely conducting strategies,... Class 016 Class 016 Paper Goods and Printed Material Class 035 Class 035 Advertising, Business & Retail Services ... Class 036 Insurance & Financial Services Class 041 Education and Entertainment Services All types of marketing purposes, such as; books, magazines, pamphlets, newsletters, newspapers, brochures, research papers, surveys, guides, postcards, stickers newspaper & magazine columns, and calendars in association with Investment Financial Services and Investment Financial Planning/Management. Class 045 Personal & Legal & Social Services Investment Financial Management services namely conducting strategies, advice, classes, and seminars: online services namely the operation of an internet web-site in the field of Investment Financial Planning/Management. As a Chartered Financial Analyst, Margaret R. Unser provides a consummate understanding of sophisticated financial investment, tax and risk management strategies needed to create and preserve a suitable pure wealth management plan that is individually tailored for each of her clients. As part of our complete pure wealth management plan, we utilize a full range of resources to access the highest quality investment solutions and deal with various financial issues, concerns and opportunities that present themselves at each stage of our clients' life. Our accounting, legal, estate, retirement, insurance, banking and taxation expertise will assist our clients with all the complexities and simplify their life. We use a unique process that may be able to reduce risk and maximize tax benefits to keep clients on track with their retirement plans and overall personal life goals to build their pure wealth management plan. Our pure wealth management plan balances our client's desire for financial freedom with their expectation for the highest credentials in the investment industry.
ABACUS WEALTH MANAGEMENT ABACUS WEALTH MANAGEMENT INC. 1525233 27 Apr 2011	ABANDONED SECTION 36 on 7 Aug 2012	Operating a website providing information in the fields of estate plan... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Pre-recorded optical discs featuring information in the fields of estate planning services, financial planning and consulting services in the field of planning life, accident and sickness insurance. Class 014 Class 014 Jewelry Products Printed and electronic publications, namely, brochures, pamphlets, reports, posters, business cards, folders, letterhead, notepads, memo pads, licenses, and directories. ... Class 016 Paper Goods and Printed Material Promotional items, namely, hats, stickers, bumper stickers, mouse pads, key chains, novelty flags, banners, novelty buttons, greeting cards, note cards, writing pencils, pens, sport water bottles, coffee mugs and fridge magnets. Class 024 Fabrics Estate planning services. Class 025 Clothing Products Financial planning services, namely, planning life, accident and sickness contracts and segregated funds. Class 026 Lace, Ribbons & Embroidery and Fancy Goods Consulting services in the field of planning life, accident and sickness insurance. Class 036 Insurance & Financial Services Operating a website providing information in the fields of estate planning services, financial planning services, consulting services in the field of planning life accident and sickness insurance, and segregated funds.
GRIFFIOEN WEALTH MANAGEMENT DOUG GRIFFIOEN 1473298 12 Mar 2010	ABANDONED SECTION 40(3) on 3 Apr 2013	Services of investment in stock, land, money and real estate markets o... Class 036 Class 036 Insurance & Financial Services Services of investment in stock, land, money and real estate markets on behalf of others; the establishment, management, administration and distribution of mutual funds; financial planning services, namely, providing advice concerning financial planning, investment analysis and the implementation and management of financial plans.
BCU WEALTH MANAGEMENT BUDUCHNIST CREDIT UNION LIMITED 1446748 31 Jul 2009	REGISTERED on 13 Aug 2010	Investment management services, estate planning services, counselling ... Class 036 Class 036 Insurance & Financial Services Investment management services, estate planning services, counselling services in the field of retirement planning, financial investment counselling and financial planning services.
GRAND WEALTH MANAGEMENT THE BANK OF NOVA SCOTIA 1418063 12 Nov 2008	REGISTERED on 1 Oct 2010	Financial services, namely financial planning and financial portfolio ... Class 036 Class 036 Insurance & Financial Services Financial services, namely financial planning and financial portfolio management; portfolio management, financial planning, investment and insurance advisory services.
TD WEALTH MANAGEMENT The Toronto-Dominion Bank 1407131 13 Aug 2008	REGISTERED on 7 Jan 2010	Insurance services; estate planning; estate trust management; banking ... Class 036 Class 036 Insurance & Financial Services Insurance services; estate planning; estate trust management; banking services; management services, namely cash; investment advice; banking and security brokerage services; automated securities brokerage; brokerage of shares or stocks and other securities; discount brokerage services; financial information provided by electronic means; financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment brokerage; mutual fund brokerage; providing stock market information; providing stock/securities market information; stock exchange price quotations, stock brokerage; asset management and private banking services; corporate trust services; issuance and administration of annuities.
MENTORSHIP WEALTH MANAGEMENT PAUL LEE-CHIN CARRYING ON BUSINESS AS MENTORSHIP WEALTH MANAGEMENT 1401661 2 Jul 2008	ABANDONED SECTION 40(3) on 20 Jul 2011	Financial services, namely, investment advice, investment counselling,... Class 036 Class 036 Insurance & Financial Services Financial services, namely, investment advice, investment counselling, financial planning and portfolio management.
ITG WEALTH MANAGEMENT ITG SOFTWARE SOLUTIONS INC. (A DELAWARE CORPORATION) 1399203 11 Jun 2008	WITHDRAWN BY OWNER on 23 Dec 2008	Financial services, namely providing portfolio manufacturing and manag... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Class 035 Class 035 Advertising, Business & Retail Services Computer programs for use in portfolio manufacturing and management, including portfolio assessment and monitoring, portfolio optimization and rebalancing, compliance, tax-aware management, exception management, order generation, reporting and auditing. ... Class 036 Insurance & Financial Services Financial services, namely providing portfolio manufacturing and management tools and services, including portfolio assessment and monitoring, portfolio optimization and rebalancing, compliance, tax-aware management, exception management, order generation, reporting and auditing services.
WEALTH RESOURCE MANAGEMENT LOWSON LINDA M. 1377325 24 Dec 2007	ABANDONED SECTION 36 on 17 Sept 2013	Business consulting and information services, namely, demographic, mar... Class 035 Class 035 Advertising, Business & Retail Services Class 036 Class 036 Insurance & Financial Services ... Class 042 Computer & Software Services & Scientific Services Class 045 Personal & Legal & Social Services Business consulting and information services, namely, demographic, market analysis, and product development consulting services, and industry trend, market trend, and regulatory information; Advice in the field of business management and marketing, including financial management and financial analysis services; Information services relating to business matters; Business marketing and advertising promotion services, namely, promoting the goods and services of others; Business services, namely providing computer databases regarding the purchase and sale of a wide variety of products and services of others; Business services, namely, registering, screening, evaluating, credentialing, and organizing third-party vendors, suppliers, and contractors, and documentation and information on behalf of others; Providing databases featuring business consulting information and business marketing and advertising information; Providing consultation services and databases featuring information on third-party vendors and suppliers and their products and services.
MONSTER WEALTH MANAGEMENT MONSTERMORTGAGE.CA INC. 1355489 12 Jul 2007	REGISTERED on 8 Jan 2014	Investment brokerage services; financial planning services; providing ... Class 036 Class 036 Insurance & Financial Services Investment brokerage services; financial planning services; providing financial information.

ABANDONED SECTION 36

on 14 May 2013

PURE WEALTH MANAGEMENT

MARGARET R. UNSER

1540837 · 23 Aug 2011

016

035

...

Investment Financial Management services namely conducting strategies,...

ABANDONED SECTION 36

on 7 Aug 2012

ABACUS WEALTH MANAGEMENT

ABACUS WEALTH MANAGEMENT INC.

1525233 · 27 Apr 2011

009

014

...

Operating a website providing information in the fields of estate plan...

ABANDONED SECTION 40(3)

on 3 Apr 2013

GRIFFIOEN WEALTH MANAGEMENT

DOUG GRIFFIOEN

1473298 · 12 Mar 2010

036

Services of investment in stock, land, money and real estate markets o...

REGISTERED

on 13 Aug 2010

BCU WEALTH MANAGEMENT

BUDUCHNIST CREDIT UNION LIMITED

1446748 · 31 Jul 2009

036

Investment management services, estate planning services, counselling ...

REGISTERED

on 1 Oct 2010

GRAND WEALTH MANAGEMENT

THE BANK OF NOVA SCOTIA

1418063 · 12 Nov 2008

036

Financial services, namely financial planning and financial portfolio ...

REGISTERED

on 7 Jan 2010

TD WEALTH MANAGEMENT

The Toronto-Dominion Bank

1407131 · 13 Aug 2008

036

Insurance services; estate planning; estate trust management; banking ...

ABANDONED SECTION 40(3)

on 20 Jul 2011

MENTORSHIP WEALTH MANAGEMENT

PAUL LEE-CHIN CARRYING ON BUSINESS AS MENTORSHIP WEALTH MANAGEMENT

1401661 · 2 Jul 2008

036

Financial services, namely, investment advice, investment counselling,...

WITHDRAWN BY OWNER

on 23 Dec 2008

ITG WEALTH MANAGEMENT

ITG SOFTWARE SOLUTIONS INC. (A DELAWARE CORPORATION)

1399203 · 11 Jun 2008

009

035

...

Financial services, namely providing portfolio manufacturing and manag...

ABANDONED SECTION 36

on 17 Sept 2013

WEALTH RESOURCE MANAGEMENT

LOWSON LINDA M.

1377325 · 24 Dec 2007

035

036

...

Business consulting and information services, namely, demographic, mar...

REGISTERED

on 8 Jan 2014

MONSTER WEALTH MANAGEMENT

MONSTERMORTGAGE.CA INC.

1355489 · 12 Jul 2007

036

Investment brokerage services; financial planning services; providing ...

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

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Class 14 (3)

Class 24 (3)

Class 37 (3)

Class 18 (2)

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Class 39 (2)

Class 1 (1)

Class 2 (1)

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Class 4 (1)

Class 5 (1)

Class 6 (1)

Class 7 (1)

Class 8 (1)

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Class 15 (1)

Class 17 (1)

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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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