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Canada

C$
Syntera Portfolios
FORMALIZED

on 19 May 2025

Last Applicant/ Owned by

2798291 Ontario Limited

338Clare AveL3C 5R2Welland

ONTARIO

CA

L3C5R2

Serial Number

2399698 filed on 19th May 2025

Syntera Portfolios

Trademark usage description

administration of employee health and financial benefit programs; advisory services relating to financial asset management; advisory services relating Read More

Classification Information


Class [036]
Administration of employee health and financial benefit programs; advisory services relating to financial asset management; advisory services relating to financial planning; advisory services relating to investments and pensions; agency services for registered investment plans; assuming financial risk of others by entering into equity sharing and equity financing agreements and instruments; assuming financial risk of others by entering into securities options; automated investment management; brokerage of financial derivatives; brokerage services for capital investments; brokerage, distribution and investment services relating to investment funds and mutual funds; business investment services; capital investment; capital investment advisory services; capital investment consulting services; capital investment services; capital investments; consultancy and provision of information to investors in the field of financial investment services; consultancy in the field of insurance benefits, group benefits, employee benefits, pension benefits, retirement benefits and financial benefits; consultancy in the field of private equity investment; consultancy of capital investment; consultancy relating to financial assistance for education; consulting services in the area of sustainable financial management solutions; consulting services regarding employee health and financial benefit programs; creating, managing and administering investment funds; creating, managing and administering mutual funds; creating, managing and administering natural resource investments; creating, managing and administering tax assisted investments; cryptocurrency investment services; debt investment services; electronic financial trading services; equity capital investment; equity investment in companies; equity investment in international companies; establishing of investment funds for others to purchase equity sharing and equity financing agreements and instruments; establishing of investment funds for others to purchase securities options; family office services, namely, financial planning; financial accounts management services; financial administration of annuity services; financial administration of capital investment; financial administration of education savings plans; financial administration of first home savings accounts (FHSAs); financial administration of fixed-term investment deposits; financial administration of fund investment; financial administration of guaranteed investment certificates; financial administration of home buyers' plans; financial administration of investment funds; financial administration of investment savings plans; financial administration of life income funds and life income retirement funds; financial administration of pension fund services; financial administration of registered education savings plan services; financial administration of registered retirement savings plan services; financial administration of retirement fund services; financial administration of retirement income funds; financial administration of retirement plans; financial administration of retirement savings plans; financial administration of stock option and pension valuation services; financial administration of stocks; financial administration of tax-free savings account; financial administration of wage subsidy funds; financial advice relating to income tax; financial advice relating to pension planning; financial advisory services relating to financial goal planning; financial advisory services, namely financial planning and investment management services; financial affairs management and private equity fund investment services; financial and investment market risk analysis, appraisal and projection; financial consultancy in the field of risk management; financial consultancy relating to infrastructure investment; financial consultancy relating to real estate investment; financial investment advisory; financial investment advisory services; financial investment analysis and research; financial investment analysis and stock research; financial investment brokerage; financial investment counselling; financial investment counselling and financial planning; financial investment in the field of computer technology; financial investment in the field of securities; financial investment services in the fields of certificates of deposit; financial investment services in the fields of mutual funds; financial investment services in the fields of securities; financial investments in the field of commodities; financial investments in the field of exchange-traded funds; financial investments in the field of mutual funds; financial investments in the field of real estate development projects; financial investments in the field of securities; financial investments in the fields of infrastructure; financial investments in the fields of private equity; financial investments in the fields of real estate; financial management; financial management advisory services; financial management and brokerage services in the field of the investment of funds of others; financial management in the field of investment funds, private equity products, real estate and infrastructure; financial management via the internet; financial market analysis and preparation of reports relating thereto; financial modelling services; financial placement of private equity funds for others; financial planning and investment advisory services; financial planning and investment portfolio management; financial planning for retirement; financial planning services; financial planning services for retirement; financial portfolio analysis services; financial portfolio management; financial reporting management; financial research in the field of risk management; financial research services; financial retirement plan consultancy services; financial risk assessment services; financial risk management; financial risk management consultation; financial risk management services; financial securities brokerage services; financial securities exchange services; financial services, namely investment counseling and advisory services; financial services, namely provision of a cryptocurrency blockchain for digital currency exchange and trading services; financial services, namely, estate settlement services; financing of investments; fixed income investment services; fund investment consultation; fund investments; funds investment; global investment research services; hedge fund investment services; institutional investment management; investment advice; investment advisory and investment management services; investment advisory and management services; investment advisory services; investment agencies in the field of securities; investment analysis; investment and acquisition advisory services in the area of real estate and multihousing real estate; investment and management of funds; investment consulting services; investment counselling, financial planning and portfolio management; investment fund brokerage; investment fund distribution and administration; investment fund management; investment fund transfer and transaction services; investment in intangible assets; investment management; investment management services; investment management services in the field of acquiring joint ventures; investment management services in the field of field of acquiring businesses in the field of youth activity and entertainment; investment of funds; investment of funds for others; investment portfolio management; investment risk assessment services; investment trust management; issuance of guaranteed investment certificates; issuance of guaranteed investment certificates (GICs); management of investment funds; mutual fund investment services; mutual funds and capital investment; operating and distributing investment funds and mutual funds for third parties; personal equity plan investment services; private client investment management; private equity capital investment services in the field of natural resources; private equity fund investment services; providing advice on capital investments; providing consulting and advisory services in the field of climate-smart agricultural investment; providing consulting to investors in the field of financial investment services; providing controlling interest investment services; providing financial information in the field of mortgage investment, investment of funds and financial planning; providing financial information relating to the finance industry involved in environmentally focused investments; providing financial investment information in the field of blockchain infrastructure and development; providing financial investments for others in the field of equity sharing and equity financing agreements; providing financial investments for others in the field of securities options contracts; providing flexible capital through private equity and venture investing; providing information in the field of financial investments; providing information in the field of financial literacy; providing information in the field of financial planning; providing information in the field of financial planning and financial investments via a website; providing information in the field of financial trading; providing information in the field of financial wellness and financial insights; providing information in the field of investment management, financial management, and financial planning delivered via a global computer network; providing information regarding financial investment strategies; providing information relating to trusteeship of financial futures contracts; providing investment account information by telephone; providing investment capital and strategic advice; providing investment management services and customized investment portfolios to private clients; providing on-line investment account information; providing on-line news in the field of finance and investment services; providing private equity and investment funding; providing stock market investment information and research in the field of financial planning and financial investments; provision of financial investment advisory services on-line from a computer database and the internet; provision of financial services, namely, registered retirement savings plan services; provision of investment accounts including registered plans, guaranteed investment accounts, tax-free savings accounts and segregated investment accounts; public equity investment management; real estate investment; real estate investment trust advisory services; real estate investment trust services; retirement investment planning and advisory services; securities investment services; stock investment management; trading of financial instruments; trading of financial instruments for others in the field of equity sharing and equity financing agreements; trading of financial instruments for others in the field of securities options contracts; variable annuity investment services; variable insurance investment services; venture capital investment services


Classification kind code

12

Mark Details


Serial Number

2399698

Mark Type

Trademark

Legal History


Action TakenStatus
Submitted for opposition 30
on 19th May 2025
Filed
Submitted for opposition 1
on 19th May 2025
Created
Submitted for opposition 31
on 19th May 2025
Formalized