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FINLITI

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FINLITI
ADVERTISED

on 22 Jan 2025

Last Applicant/ Owned by

FINLITI CORPORATION

717-39 Queens Quay EToronto

ONTARIO

CA

M5E0A5

Serial Number

2006902 filed on 11th Dec 2019

Correspondent Address

CYNTHIA D. MASON

1000 Innovation Drive, Suite 500Kanata

ONTARIO

CA

K2K3E7

FINLITI

Trademark usage description

) computer and mobile application software consisting of learning modules, games and questionnaires in the fields of investing and managing personal f Read More

Classification Information

Class [009]
) Computer and mobile application software consisting of learning modules, games and questionnaires in the fields of investing and managing personal finances; computer and mobile application software for use in providing customized behavioral financial advice; computer and mobile application software for creating investor personality profiles; computer and mobile application software for providing information in the field of trade finance, securities trading, capital investments, securities brokerage; computer and mobile application software for use in accessing and managing financial investments; computer and mobile application software for financial asset management, investment portfolio management, discretionary investment portfolio management, financial investments in the field of exchange traded funds, financial investments in the field of securities, financial management, financial management by the internet, financial planning and investment advisory services, financial planning for retirement; computer and mobile application software for investment portfolio allocation, for investment portfolio monitoring and rebalancing, client document signing, client onboarding, client management; computer and mobile application software for brokerage and trading of investments, securities, stocks, bonds, capital investments, commodities and equities

Classification kind code

11

Class [036]
Financial and investment services, namely financial investments in the field of securities, financial management, financial management via the internet, financial planning and investment advisory services; financial asset management, management of portfolios comprising securities, discretionary management of portfolios comprising securities, financial investments in the field of exchange traded funds, financial investments in the field of securities, financial management, financial management by the internet, financial planning and investment advisory services, financial planning for retirement; financial securities brokerage and exchange services and commodity trading services for others; margin lending, securities lending, management of investment funds raised to buy securities options and transfer agency services rendered to issuers of investment securities; financial services, namely, brokerage and trading services for securities, stocks, bonds, capital investments, commodities and equities; financial investment brokerage services; electronic financial trading services; providing web-based, automated and customized personal financial management services for others, namely, management of personal financial accounts, daily monitoring of financial transactions and account balances, and budget and spending reporting, each through a global computer network; providing information in the fields of capital investment and trade finance over computer networks and global communication networks; financial information provided by electronic means in the field of trade finance, securities trading, capital investments, securities brokerage

Classification kind code

11

Mark Details

Serial Number

2006902

Mark Type

Trademark

Legal History

Show more

Action TakenStatus
Submitted for opposition 26
on 30th Dec 2024		Approved
Submitted for opposition 27
on 30th Dec 2024		Approval Notice Sent
Submitted for opposition 15
on 18th Oct 2024		Correspondence Created
Submitted for opposition 22
on 29th May 2024		Search Recorded
Submitted for opposition 20
on 29th May 2024		Examiner's First Report
Submitted for opposition 287
on 6th Jun 2022		Pre-Assessment Letter Sent
Submitted for opposition 15
on 5th Feb 2020		Correspondence Created
Submitted for opposition 31
on 29th Jan 2020		Formalized
Submitted for opposition 1
on 20th Jan 2020		Created
Submitted for opposition 30
on 11th Dec 2019		Filed