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FORMALIZED

on 15 May 2025

Last Applicant/ Owned by

GESTION PROFINANCE INC.

8 Rue De l'AncreVarennes

QUÉBEC

CA

J3X2A6

Serial Number

2399241 filed on 15th May 2025

Correspondent Address

BENOÎT & CÔTÉ INC.

560 boul. Crémazie Est3e étageMontréal

QUEBEC

CA

H2P1E8

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Trademark usage description

computer software featuring investment portfolio management data processing and calculation systems integrating financial risk attribution analysis, p Read More

Classification Information

Class [009]
Computer software featuring investment portfolio management data processing and calculation systems integrating financial risk attribution analysis, portfolio construction analysis, and return attribution analysis; computer software for the visualization, computation, reporting, extraction, integration and analysis of financial data from portfolio management activities; electronic databases containing information in the field of financial investment management; computer software platform, namely software allowing users to aggregate financial data, rationalize and systematize portfolio management; downloadable mobile applications for use in investment portfolio management, analysis, and for financial forecasting; computer program for the compilation of financial investment data; downloadable computer software integration of artificial intelligence and machine learning in the field of big data for investment data analytics.

Classification kind code

12

Class [035]
Providing market intelligence services; economic forecasting and analysis.

Classification kind code

12

Class [036]
Financial forecasting; financial analysis; financial investment analysis and research; financial portfolio analysis services; financial portfolio management; investment portfolio management; asset management services; providing investment management services and customized investment portfolios to private clients; automated investment management; financial risk assessment services; providing financial information in the field of investment portfolio management.

Classification kind code

12

Class [041]
Educational services, namely arranging and conducting conferences, seminars, workshops, and courses in the field of finance; providing non-downloadable electronic publications in the field of finance via a website; providing newsletters in the field of finance via e-mail; providing non-downloadable instructional videos in the field of finance via a web site; hosting of podcasts in the field of finance.

Classification kind code

12

Class [042]
Computer programming and software design; software as a service (SaaS) allowing user to access an online computer software platform featuring investment portfolio management data processing and calculation systems integrating financial risk attribution analysis, portfolio construction analysis, and return attribution analysis; software as a service (SaaS) featuring software suite for the visualization, computation, reporting, extraction, integration and analysis of financial data from portfolio management activities; providing electronic databases containing information in the field of financial investment management; providing a non-downloadable set of software tools allowing users to aggregate financial data, rationalize and systematize portfolio management; providing a non-downloadable web-based software application for use in investment portfolio management, analysis, and for financial forecasting; providing a non-downloadable computer program for the compilation of financial investment data; design and development of computer software development tools in the field of artificial intelligence and machine learning; research in the field of artificial intelligence technology; writing of computer code.

Classification kind code

12

Mark Details

Serial Number

2399241

Mark Type

Trademark

Legal History

Action TakenStatus
Submitted for opposition 30
on 15th May 2025		Filed
Submitted for opposition 1
on 15th May 2025		Created
Submitted for opposition 31
on 15th May 2025		Formalized