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BROOKFIELD OAKTREE WEALTH SOLUTIONS

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BROOKFIELD OAKTREE WEALTH SOLUTIONS
FORMALIZED

on 23 Jun 2023

Last Applicant/ Owned by

BROOKFIELD OFFICE PROPERTIES INC. AND OAKTREE CAPITAL MANAGEMENT LP. A JOINT VENTURE

Suite 100 Brookfield Place181 Bay StreetToronto

ONTARIO

CA

M5J2T3

Serial Number

2265793 filed on 23rd Jun 2023

Correspondent Address

MARKS & CLERK

33 Yonge Street, Suite 300Toronto

ONTARIO

CA

M5E1G4

BROOKFIELD OAKTREE WEALTH SOLUTIONS

Trademark usage description

wealth management services; financial analysis, financial consultation and investment management services; financial services, namely, financial inves Read More

Classification Information

Class [035]
Advertising, marketing, promotional and business

Comment text

CIPO Classification Code

Classification kind code

Nice

Class [036]
Wealth management services; financial analysis, financial consultation and investment management services; financial services, namely, financial investments in the fields of commodities, gold, investment notes, real estate, securities; investment management in water and waste water; investment services; Investment services in the field of real estate, infrastructure projects, energy infrastructure, real assets, real asset debt, funds, stocks, equity and commodity investment advice; financial management; financial research; investing in oil and gas pipelines and storage; investing in wireless communication towers, broadcast satellites and cable networks; and investment and merchant banking services, including acquisition and disposition financing, mezzanine debt investing; real estate financial advisory services; financial services, namely, asset management services including management of funds and investments with respect to assets including properties, power generation and other infrastructure assets; financial management of investment portfolios, joint ventures and single assets; operation of investment funds; financial investment services in the field of real estate, infrastructure projects, energy infrastructure, real assets, real asset debt, stocks, equity, commodities gold and investment notes; real estate, securities; financial research, namely conducting research in the field of financial investments and securities; operation of investment funds; management of portfolios comprising securities; financial analysis and research services; financial investment services for financial institutions, pension plans, insurance companies, for-profit and charitable foundations, endowments, sovereign wealth funds and high net worth investors; real estate, stocks, equities and commodity investment advice services; investment management services; investment management in real estate; investment management in commercial, institutional, industrial and residential real estate; investment management in oil and gas pipelines and storage; investment management in wireless communication towers, broadcast satellites and cable networks; managing real estate; managing commercial, institutional, industrial and residential real estate; consultancy, advisory and information services relating to the aforesaid services; business management consultancy and advisory services; business management consultancy and advisory services in the field of risk analysis, risk management, risk transfer, financial services, insurance and reinsurance and assurance services; indemnity services; actuarial services; insurance and reinsurance services; risk management services; financial and monetary business services namely, asset management for insurance companies, cash management, reporting, securities lending, investment consulting, asset liability management, integrated risk management, investment and funds management services, comprehensive risk management services focusing on assets and liabilities including combining insurance and reinsurance services with derivative financial instruments, and real estate services; educational services and training in the field of insurance and reinsurance; industrial analysis and research services in the field of insurance and reinsurance; insurance underwriting; insurance agencies; insurance actuarial services; insurance financial evaluation for insurance purposes; assessing insurance claims and insurance claims processing; providing insurance information and insurance consultancy; business advisory services and data analytics services, namely, data compiling and analyzing in the fields of insurance, risk management, insurance brokerage, reinsurance, and reinsurance brokerage; real estate management services; real estate leasing; real estate leasing services for commercial, and residential properties; real estate brokerage services; real estate investment; investment advisory services, namely, real estate, stocks, equities, commodity investment advice, investment management; management services, namely, investment management services; investment product marketing, distribution and sales, including product wholesaling and direct product marketing and distribution arrangements to other financial intermediaries and financial services firms and their end investors and the production, dissemination and disclosure of marketing and related product information and investor support and education materials.

Classification kind code

12

Class [041]
Education and entertainment

Comment text

CIPO Classification Code

Classification kind code

Nice

Class [042]
Computer and scientific

Comment text

CIPO Classification Code

Classification kind code

Nice

Mark Details

Serial Number

2265793

Mark Type

Trademark

Legal History

Action TakenStatus
Submitted for opposition 287
on 6th Jul 2023		Pre-Assessment Letter Sent
Submitted for opposition 30
on 23rd Jun 2023		Filed
Submitted for opposition 1
on 23rd Jun 2023		Created
Submitted for opposition 31
on 23rd Jun 2023		Formalized