30 Trademark Results found for "PRIVATE CLIENT"

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Details	Status	Class/Description
PRIVATE CLIENT INVESTMENTS CIBC WORLD MARKETS INC. 764480 26 Sept 1994	ABANDONED SECTION 40(3) on 16 Aug 2001	Printed publications, namely, guides, brochures, manuals, charts, desi... Class 016 Class 016 Paper Goods and Printed Material Printed publications, namely, guides, brochures, manuals, charts, designed for clients in their understanding of financial markets and the services provided by the applicants; stationary, namely, paper, pads, envelopes and notepads. Class 035 Class 035 Advertising, Business & Retail Services Financial services, namely, banking services; trading services, namely, trading of securities, futures, options, foreign exchange, currency, commodities, foreign currency bonds, bonds, derivatives, debentures; security services, namely, originating, underwriting, acting as selling agent, assisting in the public and private offering of securities, and in the preparation of prospectus and offering memoranda in connection with the same, distribution and dealing with securities; brokerage services, namely, stock brokerage, bond brokerage, money market brokerage, margin brokerage account services; financial management service evaluation services, financial investment analysis services, mutual funds services, namely, mutual fund investment services; and real estate services, namely, corporate real estate advisory services; insurance services; business services, namely, research services, consulting services, price quotation services, statistical information services, advisory services with respect to the foregoing; computer services, namely, automated data processing, storage, retrieval and verification services, computerized business information services; information services, namely, compilation and publication of financial data and statistical information, computerized business and financial data processing. ... Class 036 Insurance & Financial Services Class 042 Computer & Software Services & Scientific Services Class 044 Medical, Beauty & Agricultural Services
VENTUM PRIVATE CLIENT SERVICES 1-UP HOLDINGS CORP. 2293462 16 Nov 2023	FORMALIZED on 16 Nov 2023	Arranging of loans; brokerage of financial derivatives; brokerage of f... Class 036 Class 036 Insurance & Financial Services Arranging of loans; brokerage of financial derivatives; brokerage of futures; corporate trustee services; creating, managing and administering investment funds; creating, managing and administering mutual funds; debt restructuring services; estate and trust management services; estate planning; exchange-traded fund management; financial administration of capital investment; financial administration of fund investment; financial administration of stocks; financial affairs management and private equity fund investment services; financial consultancy relating to loans; financial investment services in the fields of certificates of deposit; financial management of retirement accounts; financial placement of private equity funds for others; financial restructuring services; financial services, namely, raising money for the hedge funds of others; financial structuring services relating to business acquisitions and mergers; financial transactions clearing services; financial trust administration; financial trust management; financial trust planning; futures exchange services; hedge fund investment services; insurance brokerage; insurance underwriting; investment fund distribution and administration; investment trust management; life insurance brokerage; life insurance services; life insurance underwriting; loan financing services; loan services; management of private equity funds; mutual fund advisory services; mutual fund analysis services; mutual fund distribution; mutual fund investment services; mutual fund management; mutual funds; pension fund management; pooled fund management; private equity fund investment services; private financial placement of hedge funds for others; private financial placement of securities and derivatives for others; providing private equity and investment funding; securities brokerage; securities investment services; securities lending; securities market research services, namely constructing model portfolios of securities; securities portfolio management; securities underwriting; segregated fund management; trading of securities index futures; wealth management
VENTUM PRIVATE CLIENT SERVICES 1-UP HOLDINGS CORP. 2293431 16 Nov 2023	FORMALIZED on 16 Nov 2023	Downloadable digital content in the form of electronic publications of... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Downloadable digital content in the form of electronic publications of brochures; downloadable digital content in the form of electronic publications of magazines; downloadable digital content in the form of electronic publications of newsletters; downloadable digital content in the form of electronic publications of pamphlets; downloadable digital manuals Class 016 Class 016 Paper Goods and Printed Material Brochures; magazines; manuals; newsletters; pamphlets; printed research reports
CG PRIVATE CLIENT & Design Canaccord Genuity Corp. 2281877 19 Sept 2023	ADVERTISED on 12 Feb 2025	Financial asset management; private client investment management; prov... Class 036 Class 036 Insurance & Financial Services Financial asset management; private client investment management; providing investment management services and customized investment portfolios to private clients; wealth management
ASSANTE PRIVATE CLIENT & DESIGN CI INVESTMENTS INC. 1739353 28 Jul 2015	REGISTERED on 17 Jul 2018	Financial services including wealth management, namely: assisting clie... Class 035 Class 035 Advertising, Business & Retail Services Financial services including wealth management, namely: assisting clients with managing their financial affairs and assets; financial planning; wealth planning; investment advice; comprehensive life management services in the fields of investment, cash management products and services, debt management, insurance, estate and succession planning, tax planning, contract negotiation and business management; management and distribution of pooled investment funds and segregated securities; services in the fields of investment, namely: securities investment, capital investment consultation, funds investment and financial planning; asset protection services, namely, assessing a client's need for critical illness insurance, life insurance and property and casualty insurance; personal support services, namely: assisting clients with personal administrative matters such as bill payment, asset leasing and engagement of services to assist with property maintenance Class 036 Class 036 Insurance & Financial Services
KB Private Client & Design Knowledge Bureau Inc. 1379334 15 Jan 2008	REGISTERED on 23 Dec 2009	Educational newsletters, books, online manuals and online articles rel... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Educational newsletters, books, online manuals and online articles relating to wealth management in the tax and financial services fields Class 016 Class 016 Paper Goods and Printed Material Educational program development, publishing, lecturing, subscription and consulting services in the field of health and wealth management; educational services, namely, the provision of self study courseware, live seminars, conferences, certificate courses and designation programs by self study and live workshops; web-based tutorials in the field of health and wealth management ... Class 035 Advertising, Business & Retail Services Class 036 Insurance & Financial Services Class 041 Education and Entertainment Services Class 042 Computer & Software Services & Scientific Services Class 044 Medical, Beauty & Agricultural Services
SCOTIA PRIVATE CLIENT GROUP THE BANK OF NOVA SCOTIA 1360363 20 Aug 2007	REGISTERED on 22 Dec 2009	Banking services; financial services, namely lending services, foreign... Class 036 Class 036 Insurance & Financial Services Banking services; financial services, namely lending services, foreign exchange services, investment management services, investment counselling, investment advice, namely income and asset protection through licensed advisors, tax advisory services; wealth management services, namely estate and trust services, namely trust set up, management, settlement and administration, providing strategies and advice regarding retirement, wills and estate and trust services, custodial services, business and farm succession planning services.
GMP PRIVATE CLIENT & DESIGN STIFEL NICOLAUS CANADA INC. 1275857 17 Oct 2005	REGISTERED on 9 Feb 2007	Printed publications namely books, guides, brochures, manuals and char... Class 016 Class 016 Paper Goods and Printed Material Printed publications namely books, guides, brochures, manuals and charts. Class 035 Class 035 Advertising, Business & Retail Services Succession planning; information services namely compilation of financial data and statistical information. ... Class 036 Insurance & Financial Services Brokerage services namely stock brokerage, bond brokerage, money market brokerage and margin brokerage account services; estate planning; financial advisory services; financial investment analysis services; financial management services; financial services namely trading of securities, futures, options, foreign exchange, currency, commodities, foreign currency bonds, bonds, derivatives and debentures; investment services namely securities investment, capital investment consultation, funds investment and financial planning; investment advisory services; investment management services; mutual funds services namely mutual fund investment services; research services namely providing financial and investment research; and tax planning services. Class 041 Education and Entertainment Services Information services namely publication of financial data and statistical information.
LORING WARD PRIVATE CLIENT LORING WARD INTERNATIONAL LTD. 1115150 11 Sept 2001	EXPUNGED	Financial advisory services; financial planning; investment advice; we... Class 035 Class 035 Advertising, Business & Retail Services Financial advisory services; financial planning; investment advice; wealth management, namely: assisting clients with managing their financial affairs, investments and assets; financial portfolio management; tax planning; retirement planning; estate and succession planning; insurance services; business management, contract negotiation and personal support, namely: assisting clients with personal administrative matters such as bill payments, asset leasing and engagement of services to assist with property maintenance. Class 036 Class 036 Insurance & Financial Services
FISHER INVESTMENTS PRIVATE CLIENT GROUP Fisher Asset Management, LLC 2361113 8 Nov 2024	FORMALIZED on 8 Nov 2024	Investment advisory services; investment management Class 036 Class 036 Insurance & Financial Services Investment advisory services; investment management

ABANDONED SECTION 40(3)

on 16 Aug 2001

PRIVATE CLIENT INVESTMENTS

CIBC WORLD MARKETS INC.

764480 · 26 Sept 1994

016

035

...

Printed publications, namely, guides, brochures, manuals, charts, desi...

FORMALIZED

on 16 Nov 2023

VENTUM PRIVATE CLIENT SERVICES

1-UP HOLDINGS CORP.

2293462 · 16 Nov 2023

036

Class 036

Insurance & Financial Services

Arranging of loans; brokerage of financial derivatives; brokerage of futures; corporate trustee services; creating, managing and administering investment funds; creating, managing and administering mutual funds; debt restructuring services; estate and trust management services; estate planning; exchange-traded fund management; financial administration of capital investment; financial administration of fund investment; financial administration of stocks; financial affairs management and private equity fund investment services; financial consultancy relating to loans; financial investment services in the fields of certificates of deposit; financial management of retirement accounts; financial placement of private equity funds for others; financial restructuring services; financial services, namely, raising money for the hedge funds of others; financial structuring services relating to business acquisitions and mergers; financial transactions clearing services; financial trust administration; financial trust management; financial trust planning; futures exchange services; hedge fund investment services; insurance brokerage; insurance underwriting; investment fund distribution and administration; investment trust management; life insurance brokerage; life insurance services; life insurance underwriting; loan financing services; loan services; management of private equity funds; mutual fund advisory services; mutual fund analysis services; mutual fund distribution; mutual fund investment services; mutual fund management; mutual funds; pension fund management; pooled fund management; private equity fund investment services; private financial placement of hedge funds for others; private financial placement of securities and derivatives for others; providing private equity and investment funding; securities brokerage; securities investment services; securities lending; securities market research services, namely constructing model portfolios of securities; securities portfolio management; securities underwriting; segregated fund management; trading of securities index futures; wealth management

Arranging of loans; brokerage of financial derivatives; brokerage of f...

FORMALIZED

on 16 Nov 2023

VENTUM PRIVATE CLIENT SERVICES

1-UP HOLDINGS CORP.

2293431 · 16 Nov 2023

009

016

Downloadable digital content in the form of electronic publications of...

ADVERTISED

on 12 Feb 2025

CG PRIVATE CLIENT & Design

Canaccord Genuity Corp.

2281877 · 19 Sept 2023

036

Financial asset management; private client investment management; prov...

REGISTERED

on 17 Jul 2018

ASSANTE PRIVATE CLIENT & DESIGN

CI INVESTMENTS INC.

1739353 · 28 Jul 2015

035

036

Financial services including wealth management, namely: assisting clie...

REGISTERED

on 23 Dec 2009

KB Private Client & Design

Knowledge Bureau Inc.

1379334 · 15 Jan 2008

009

016

...

Educational newsletters, books, online manuals and online articles rel...

REGISTERED

on 22 Dec 2009

SCOTIA PRIVATE CLIENT GROUP

THE BANK OF NOVA SCOTIA

1360363 · 20 Aug 2007

036

Banking services; financial services, namely lending services, foreign...

REGISTERED

on 9 Feb 2007

GMP PRIVATE CLIENT & DESIGN

STIFEL NICOLAUS CANADA INC.

1275857 · 17 Oct 2005

016

035

...

Printed publications namely books, guides, brochures, manuals and char...

EXPUNGED

LORING WARD PRIVATE CLIENT

LORING WARD INTERNATIONAL LTD.

1115150 · 11 Sept 2001

035

036

Financial advisory services; financial planning; investment advice; we...

FORMALIZED

on 8 Nov 2024

FISHER INVESTMENTS PRIVATE CLIENT GROUP

Fisher Asset Management, LLC

2361113 · 8 Nov 2024

036

Investment advisory services; investment management

Owners

The bank of nova scotia (5)

Cibc world markets inc. (3)

Ci investments inc. (2)

Canaccord genuity corp. (2)

Dundee corporation (2)

Portland holdings inc. (2)

Princeton holdings limited (2)

1-up holdings corp. (1)

Alberta treasury branches carrying on business as atb financial (1)

Categories

Class 36 (28)

Class 35 (15)

Class 16 (6)

Class 42 (5)

Class 9 (2)

Class 41 (2)

Class 44 (2)

Correspondents

Gowling wlg (canada) llp (5)

Borden ladner gervais llp (4)

Goodmans llp (3)

Ade & lee law group llp (2)

David j. schnurr (2)

Dickinson wright llp (2)

Bennett jones llp (1)

Dentons canada llp (1)

Lavery de billy s.E.N.C.R.L. (1)

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