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BEACH STREET WEALTH

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BEACH STREET WEALTH
ADVERTISED

on 5 Mar 2025

Last Applicant/ Owned by

BEACH STREET WEALTH INC.

62 Regina Street North,Waterloo,

ONTARIO

CA

N2J3A5

Serial Number

2086693 filed on 23rd Feb 2021

Correspondent Address

NADINE D'AGUIAR

357 Bay Street,Toronto

ONTARIO

CA

M5H4A6

BEACH STREET WEALTH

Trademark usage description

computer software in the field of tax and strategic financial planning; computer software in the field of financial planning and investment advisory s Read More

Classification Information

Class [009]
Computer software in the field of tax and strategic financial planning; computer software in the field of financial planning and investment advisory services

Classification kind code

11

Class [035]
Accounting advisory services; accounting consultation; accounting services relating to tax planning; income tax consulting services; preparing income tax reports; providing tax information via an interactive website; tax advisory services; tax and taxation planning, advice, information and consultancy services; tax filing services; tax preparation services; providing tax information via a website; mortgage broker referral services; investment management referral services; insurance brokerage referral services; financial investment brokerage referral services

Classification kind code

11

Class [036]
Capital investment consulting services; financial investment counselling; financial planning and investment advisory services; financial planning for retirement; financial trust planning; investment risk assessment services

Classification kind code

11

Class [042]
Software as a service (SaaS) in the field of tax and strategic financial planning; software as a service (SaaS) in the field of financial planning and investment advisory services; customization and maintenance of computer software in the fields of tax, strategic financial planning and investment advisory services

Classification kind code

11

Mark Details

Serial Number

2086693

Mark Type

Trademark

Legal History

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Action TakenStatus
Submitted for opposition 26
on 4th Feb 2025		Approved
Submitted for opposition 22
on 9th Oct 2024		Search Recorded
Submitted for opposition 20
on 9th Oct 2024		Examiner's First Report
Submitted for opposition 287
on 28th Jun 2022		Pre-Assessment Letter Sent
Submitted for opposition 48
on 30th Nov 2021		Agent Changed
Submitted for opposition 80
on 4th Oct 2021		Change of Title Registered
Submitted for opposition 48
on 4th Oct 2021		Agent Changed
Submitted for opposition 30
on 23rd Feb 2021		Filed
Submitted for opposition 1
on 23rd Feb 2021		Created
Submitted for opposition 31
on 23rd Feb 2021		Formalized