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ACTIVATE

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ACTIVATE
FORMALIZED

on 4 Jun 2025

Last Applicant/ Owned by

Activate Wealth Inc.

230 Chaparral Court SECalgary

ALBERTA

CA

T2X3M3

Serial Number

2403135 filed on 4th Jun 2025

Correspondent Address

MBM INTELLECTUAL PROPERTY AGENCY

275 SLATER STREET14TH FLOOROTTAWA

ONTARIO

CA

K1P5H9

ACTIVATE

Trademark usage description

business consultation in the field of customer relationship management; business consulting services in the field of commercial real estate transactio Read More

Classification Information

Class [035]
Business consultancy for entrepreneurs, small businesses, and high-growth ventures in the field of finance; business strategic planning, operational analysis, and succession planning for business owners; human resources and executive performance consulting services; corporate governance and board advisory services; providing business coaching and consulting services in the field of business management; corporate structuring, tax optimization, and financial systems implementation; strategic advisory for startups, family businesses, and incorporated professionals; talent and human capital strategy in collaboration with partners, namely recruitment; strategic partner and vendor matchmaking across legal, tax, real estate, and finance; concierge support to business owners and executives, reducing friction and enhancing clarity; marketing and branding consulting services; providing strategic marketing advice, brand positioning, and identity development services for financial, real estate, and professional services firms; advertising and promotional services for financial, investment, insurance, and real estate products, namely, digital campaigns, event marketing, and client acquisition strategies; helping professionals and enterprises grow their practice through referral systems, sales strategies, and market segmentation analysis; market research and competitive analysis services in the field of financial investments; online marketing and lead generation services for independent advisors, agents, and brokers through the provision of email and social media; real estate referral network and curated listings

Classification kind code

12

Class [036]
Strategic and tactical asset allocation, portfolio construction, monitoring, and rebalancing; wealth accumulation, preservation, and intergenerational transfer strategies; insurance consultancy and advisory services, namely, life, disability, critical illness, health, travel, and group benefits; financial risk management for individuals, families, and businesses; business-owner planning, namely, providing consultancy in the field of succession, liquidity, and continuity strategies; cross-border financial planning; trust, fiduciary, and philanthropic advisory, namely Donor Advised Funds (DAF) strategy and administration; tax and accounting planning, filing support, and coordination with licensed professionals; property analysis, mortgage planning, REIT consulting, and broker referrals; family office-style services, asset consolidation, concierge support, and multigenerational oversight; real estate project advisory in the field of custom builds, renovations, and commercial investments; developer and contractor coordination services, namely timelines, permits, budgets, and design; pre-construction due diligence, feasibility analysis, and value-add planning; real estate advisory services namely, buying, selling, and leasing of residential and investment properties; property management strategy and investment analysis; real estate project management advisory services for custom builds and commercial investments

Classification kind code

12

Class [038]
Providing access to web-based platforms, mobile apps, and secure digital portals for client-advisor communications, document sharing, and real-time updates related to financial, insurance, and estate planning services; streaming of audio, video, and multimedia content in the fields of financial education, personal development, and business strategy; hosting of online forums, chatrooms, and virtual meeting platforms for clients, advisors, and professional networks to share resources, advice, and updates; transmission of podcasts, webinars, and digital media focused on wealth management, investment, philanthropy, family governance, and holistic planning

Classification kind code

12

Class [041]
Financial coaching, behavioural guidance, and client education; workshops, seminars, and digital courses in the field of personal finance, wealth building, insurance, entrepreneurship, and real estate due diligence and support; providing keynote speaking engagements and group coaching programs in the field of financial investment and financial literacy; educational content for individuals, families, and businesses to enhance financial literacy and leadership skills; faith-based financial stewardship education and certified training programs; creation and delivery of financial literacy programs for adults, families, and children; online courses, webinars, and live events focused on financial mastery, wealth stewardship, and values-based investing; educational retreats, mastermind sessions, and immersive workshops for founders and executives; Professional coaching services for young leaders in the field of business and financial management; licensed content or educational frameworks designed for other advisors; mentorship and support for next-generation professionals through structured group programs; real estate education and due diligence support; life coaching in the field of marital and familial development; coaching and planning for values-based giving

Classification kind code

12

Class [042]
Development of digital platforms and mobile applications in the field of financial planning, insurance, and real estate services; data aggregation tools, retirement and investment calculators; AI-powered financial modeling and reporting solutions; software as a Service (SaaS) tools for advisory and client-facing interactions; CRM, client portal, and e-signature integrations; digital financial planning tools for goal tracking, cash flow, and investment monitoring; custom interfaces for client dashboards with account aggregation; technology-enabled decision tools; integration tools for advisors and clients to collaborate in real-time; online risk profiling, insurance needs analysis, and retirement modeling; AI-driven recommendations for financial and lifestyle decisions; web-based computer software in the field of wealth management and financial planning; non-downloadable mobile applications for insurance needs analysis, real estate valuation, and client onboarding; non-downloadable mobile applications in the field of education, coaching, and habit tracking for financial goals; hosting of online interactive calculators, scenario planning tools, and risk management interfaces

Classification kind code

12

Class [043]
Organizing and hosting exclusive financial and lifestyle retreats, conferences, and private client events at luxury accommodations and resorts; booking and coordination of temporary accommodation, venues, and hospitality services for wealth planning experiences, legacy summits, and educational events; providing hospitality and concierge lodging services for clients participating in immersive planning, family governance, or intergenerational wealth transfer experiences

Classification kind code

12

Class [044]
Providing holistic health and wellness consulting as part of financial, insurance, and retirement planning; offering lifestyle longevity planning and concierge wellness coordination services for high-net-worth individuals and families; health and medical risk assessments in relation to insurance and estate planning; access to curated networks of healthcare, mental wellness, and longevity professionals as part of integrated family office and concierge solutions; Personalized wellness plans that align physical, emotional, and financial wellbeing

Classification kind code

12

Class [045]
Legacy and values-based planning to align family financial goals with personal mission and impact; concierge services tailored to lifestyle and intergenerational family needs; guidance and coordination for legal services involving estate planning, wills, and trusts; wealth structuring in partnership with tax and estate lawyers; power of attorney and incapacity planning oversight and coordination; business incorporation and restructuring support via legal partnerships; philanthropy and foundation planning with charitable legal specialists; collaboration on cross-border planning; establishment and administration of donor-advised funds, private foundations, and family impact portfolios; facilitation of family legacy conversations; community-building and impact strategy for clients passionate about giving back; partnership with developers and contractors to help clients navigate timelines, budgets, permits, and design

Classification kind code

12

Mark Details

Serial Number

2403135

Mark Type

Trademark

Legal History

Action TakenStatus
Submitted for opposition 30
on 4th Jun 2025		Filed
Submitted for opposition 1
on 4th Jun 2025		Created
Submitted for opposition 31
on 4th Jun 2025		Formalized