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CANLIC-ACCUMAX LEGACY BUILDERS

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CANLIC-ACCUMAX LEGACY BUILDERS
FORMALIZED

on 3 Aug 2023

Last Applicant/ Owned by

CANADIAN LIC INC.

2-2969 Bovaird Dr EBrampton

ONTARIO

CA

L6S0C6

Serial Number

2273455 filed on 3rd Aug 2023

Correspondent Address

TRADEMARK FACTORY INTERNATIONAL INC.

300 - 1055 W. Hastings St. Vancouver

BRITISH COLUMBIA

CA

V6E2E9

CANLIC-ACCUMAX LEGACY BUILDERS

Trademark usage description

downloadable electronic publications in the nature of brochures and pamphlets in the field of corporate finance, investing, asset management, wealth p Read More

Classification Information

Class [009]
Downloadable electronic publications in the nature of brochures and pamphlets in the field of corporate finance, investing, asset management, wealth planning and wealth management; downloadable multimedia news podcasts; downloadable media being video clips in the field of wealth planning and wealth management; Downloadable mobile applications for accessing information on wealth management, investment planning and management; Computer software and software applications for organizing, generating and sharing investment-related documents, and for investor and advisor retrieval; Computer software for processing insurance applications; Computer software for the operation of a mobile application for maintaining insurance policies and changing policy information

Classification kind code

12

Class [016]
Printed publications, namely, brochures and pamphlets in the field of corporate finance, investing, asset management and wealth planning; Printed books in the field of financial advising, wealth management, and retirement planning

Classification kind code

12

Class [035]
On-line retail store services featuring computer software; Tax and taxation planning, advice, information and consultancy services; Income tax consulting services; Tax preparation services; professional referral services in the field of accounting, banking, mortgage and insurance; consultancy relating to tax preparation and tax filing services

Classification kind code

12

Class [036]
Insurance agencies; insurance brokerage services; insurance services; insurance consultancy and advisory services; car insurance information; accident insurance brokerage; administering life insurance policies; annuity underwriting; financial planning and investment advisory services; financial analysis; financial management services; financial investment advisory; financial investment brokerage; financial risk management; financial portfolio management; insurance underwriting services; insurance information services; advisory services relating to tax planning; advisory and consulting services in the field of financial planning, investment, retirement planning, tax planning, and wealth management

Classification kind code

12

Class [041]
Providing non-downloadable videos in the field of financial planning via a web site; provision of training and education in the field of wealth management, investment, retirement planning, financial planning, insurance sales, and product knowledge; educational services, namely, seminars, workshops, classes and training sessions in the field of wealth management, investment, retirement planning, financial planning, insurance sales, and product knowledge; educational services, namely, providing coaching, mentoring, training, courses and workshops in the field of wealth management, investment, retirement planning, financial planning, insurance sales, and product knowledge

Classification kind code

12

Class [042]
Software as a Service SAAS services featuring software for financial management; Software as a Service SAAS services featuring software for customer relationship management; Software as a Service SAAS services featuring software for financial management of subscription commerce; computer services, namely, providing online software platforms to manage the application process and processing of life and critical illness insurance applications and travel insurance policies

Classification kind code

12

Mark Details

Serial Number

2273455

Mark Type

Trademark

Legal History

Action TakenStatus
Submitted for opposition 287
on 21st Sept 2023		Pre-Assessment Letter Sent
Submitted for opposition 30
on 3rd Aug 2023		Filed
Submitted for opposition 1
on 3rd Aug 2023		Created
Submitted for opposition 31
on 3rd Aug 2023		Formalized