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Trademark Search in Canada

PORTFOLIOSMITH

View On IC.GC.CA

APPROVED

on 21 May 2025

Last Applicant/ Owned by

O'Neil Capital Management Inc. (a California corporation)

12655 Beatrice StreetLos Angeles, CA 90066

Serial Number

2119861 filed on 9^th Jul 2021

Correspondent Address

DENTONS CANADA LLP

99 BANK STREETSUITE 1420OTTAWA

ONTARIO

K1P1H4

PORTFOLIOSMITH

Trademark usage description

electronic downloadable publications, namely, books, booklets, reports in the financial field containing stock performance and financial information; Read More

Classification Information

Class [009]
Electronic downloadable publications, namely, books, booklets, reports in the financial field containing stock performance and financial information; downloadable computer software for use in tracking the performance of algorithm-based investment funds; downloadable computer software for use in creating customized financial investment strategy reports.

Classification kind code

Class [036]
Financial information services, namely providing information in the fields of financial investment strategies; global investment research services; providing stock and securities market information through an online searchable database; financial investment analysis and stock research.

Classification kind code

Class [042]
Providing online, non-downloadable software for use in tracking the performance of algorithm-based investment funds; providing temporary use of online non-downloadable computer software for use in creating customized financial investment strategy reports.

Classification kind code

Mark Details

Serial Number

2119861

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 26 on 21^st May 2025	Approved
Submitted for opposition 27 on 21^st May 2025	Approval Notice Sent
Submitted for opposition 22 on 2^th Dec 2024	Search Recorded
Submitted for opposition 20 on 2^th Dec 2024	Examiner's First Report
Submitted for opposition 287 on 6^th Jul 2022	Pre-Assessment Letter Sent
Submitted for opposition 30 on 9^th Jul 2021	Filed
Submitted for opposition 1 on 9^th Jul 2021	Created
Submitted for opposition 31 on 9^th Jul 2021	Formalized

PORTFOLIOSMITH

Classification Information

Classification kind code

Class [036]Financial information services, namely providing information in the fields of financial investment strategies; global investment research services; providing stock and securities market information through an online searchable database; financial investment analysis and stock research.

Classification kind code

Class [042]Providing online, non-downloadable software for use in tracking the performance of algorithm-based investment funds; providing temporary use of online non-downloadable computer software for use in creating customized financial investment strategy reports.

Classification kind code

Mark Details

Serial Number

Mark Type

Legal History

Class [036]
Financial information services, namely providing information in the fields of financial investment strategies; global investment research services; providing stock and securities market information through an online searchable database; financial investment analysis and stock research.

Class [042]
Providing online, non-downloadable software for use in tracking the performance of algorithm-based investment funds; providing temporary use of online non-downloadable computer software for use in creating customized financial investment strategy reports.