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FORMALIZED

on 22 Nov 2024

Last Applicant/ Owned by

Questrade, Inc.

5700 Yonge Street, Suite 1900Toronto

ONTARIO

CA

M2M4K2

Serial Number

2364058 filed on 22nd Nov 2024

Correspondent Address

SMART & BIGGAR LP

SCOTIA PLAZA40 KING STREET WEST40th FLOORTORONTO

ONTARIO

CA

M5H3Y2

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Trademark usage description

mobile application software for use in accessing and managing financial investments and financial services; software for use by mortgage brokers, loan Read More

Classification Information

Class [009]
Mobile application software for use in accessing and managing financial investments and financial services; Software for use by mortgage brokers, loan brokers, borrowers, guarantors, financial lenders, bankers, loan administrators, risk management companies and professionals, loan investors, legal professionals, real estate agents, real estate appraisers, insurers, government, and other real estate orientated stakeholders in taking applications for loans, underwriting loans, and administration of loans, all in the area of real estate mortgages, and all of the foregoing excluding computer software for customer service management and management of customer relations in the fields of customer support, customer relationship management, customer service, customer engagement, and helpdesk functionality

Classification kind code

12

Class [035]
Loyalty program services namely the operation of a credit card program involving discounts, incentives or points for the purchase of selected goods or services; online business center services namely a fully integrated business web portal to provide customers with business planning and marketing tools customizable by industry, integrated enablement of business processes management and business process re-engineering, physical and virtual procurement of goods and services and access to horizontal and vertical markets for sale of goods and services, all for the development and operation of all aspects of their business; business administration and management assistance services; administration of consumer and customer loyalty programs, administering the conversion of loyalty points for goods and services, loyalty program services, namely the operation of a credit card program involving discounts, incentives or points for the purchase of selected goods or services; retail sale of computer software; business marketing and business management consulting services; tax and taxation planning, advice, information and consultancy services; rental of point-of-sale terminals

Classification kind code

12

Class [036]
Financial and investment services, namely providing funds for the purposes of trading in securities, securities lending, providing on-line software for option trading, futures trading, currency trading, commodities trading, securities clearing, underwriting, financial investment advisory services, financial planning and investment advisory services, option trading, futures trading, currency trading, commodities trading; Brokerage services, namely financial investment brokerage, insurance brokerage, financial securities brokerage, brokerage of shares and other securities, brokerage services for stocks and bonds, on-line brokerage services, namely financial investment brokerage, insurance brokerage, financial securities brokerage, brokerage of shares and other securities, brokerage services for stocks and bonds, day trading services, and on-line trading; financial and investment services, namely money lending, commercial lending, consumer lending, corporate lending, mortgage lending, securities lending, and consumer credit financing, debt financing, equity financing, financing of acquisitions, financing of credit sales, financing of investments, financing of loans, financing of mergers, financing of mortgages and sureties; financial and investment services, namely providing access to an online computer database for trading software, securities clearing, annuity underwriting, insurance underwriting, mortgage underwriting, real estate property underwriting, securities underwriting, stock and bond underwriting, financial investment advisory services, financial management advisory services, financial planning and investment counseling services, financial advisory services relating to financial asset management, financial planning, credit, financial goal planning, insolvency, joint ventures, commodity futures trading, interest rate futures trading, overseas market securities and securities index futures trading, currency trading, commodities trading; financial investments in the field of securities, financial management, financial management via the internet, financial planning and investment advisory services; brokerage services, namely discount brokerage services, on-line brokerage services, day trading services, and on-line trading of financial instruments and financial derivatives; securities market research services, namely constructing model portfolios of securities; trading of securities; financial services namely: wealth management services, credit services, namely credit cards, debit and payment card services; debit card transaction processing services; credit card transaction processing services; currency services, namely fixed income investment, sales and trading, clearing trade and foreign exchange; commercial, consumer and corporate lending and currency trading and exchange management services; investment and portfolio management services, investment counselling and advisory services; issuance of guaranteed investment certificates, financial planning and provision of investment accounts including tax registered plans, guaranteed investment accounts, tax-free savings accounts and segregated investment accounts; financial advice relating to income tax, pension planning and tax planning; mutual fund services namely mutual fund brokerage; mutual fund investment and mutual fund distribution; securities brokerage services; services related to the management of pooled funds and pension funds; custodial and pension services; services related to administration of assets namely custody and settlement, securities administration, financial reporting, securities lending and securities financing; loan syndication, mortgage syndication and securitization and structured finance; trust and estate services; fixed income research, sales and trading; trading of equities, equity derivatives, swaps and options; trading of contracts for difference (CFDs); foreign currency (FX) trading and exchange options; financial services, namely, financial reporting and expense management, financial investment management services and financial administration of investment funds, investment consultation, brokerage services, namely, full service brokerage, investment brokerage, brokerage accounts and services, segregated funds and accounts and pooled investment funds; asset management services; investment of funds for others; mergers and acquisitions advice and execution; securities investment services; financial portfolio management, financial investment brokerage services, namely, providing portfolio offerings consisting of separate accounts and mutual funds for equity and fixed income investments; investment management services; family office services, namely, financial planning; estate and trust management services; financial analysis and consultation services; financial and investment advisory services; insurance consulting services; financial asset protection consulting services; financial asset management; estate planning advisory services; succession planning, namely estate settlement services and advisory services in the field of estate and trust management services, financial and retirement planning; providing financial information in the field of philanthropy and philanthropic planning; advisory services relating to tax planning; providing financial information in the field of the purchase of new homes; real property acquisition services; financial services, namely investment counseling and advisory services; investment advice and management; automated investment management; financial information in the fields of financial investments, financial literacy, financial planning, financial trading, investment management, financial management delivered via a global computer network and via a website; providing stock market information; providing stock/securities market information; investment fund services, namely, management, dealing in, administration and distribution of investment funds, investment counselling and the provision of information relating thereto and the supervision of sub-advisors; account management services, namely automated fee processing, and statement production; financial services namely: banking services; investment banking; merchant banking; venture capital investment; real estate investment advice and property management services; real estate advisory services; real estate brokerage; internet-secure electronic transaction solutions for e-commerce namely processing electronic custody, banking, trade finance transactions and payments;; insurance services namely, insurance claims administration and financial administration of insurance, insurance agencies in the fields of life, accident and sickness, insurance claim administration, insurance claim processing, and reinsurance services; cryptocurrency asset management, cryptocurrency exchange services, cryptocurrency investment services, cryptocurrency payment processing, cryptocurrency trading and exchange services, electronic transfer of cryptocurrency; financial services, namely, providing a network for exchange and transfer of virtual, digital, and cryptocurrency currencies; virtual currency exchange transaction services for transferable electronic cash equivalent units having a specified cash value; currency exchange services; digital currency exchange and transaction services for transferable electronic cash equivalent units having a specified cash value; financial services, namely mortgage services, mortgage banking and lending services, mortgage syndication, and deposit taking; securitization and brokerage of mortgage loans; mortgage planning, trust company services including trustee services for and administration of registered accounts, administration of investment savings plans, financial administration of capital investment, of investment funds and of fixed-term investment deposits; financial services, namely the provision of deposit accounts, chequing and savings account services, savings certificates and comparable instruments, namely, term deposits, and index-linked deposits; loan services, providing business, home equity and personal lines of credit, financing of guarantees, issuance of letters of credit, trading of bank acceptances and arranging credit facilities, money order services, issuance of travellers' cheques, safety deposit box services, credit card, debit card and electronic cheque transaction processing services and internet-secure electronic transaction solutions for e-commerce, namely processing electronic custody, banking, trade finance transactions and payments, and trustee services with respect to property; real estate services, namely, finance services for real estate development, real estate equity sharing, real estate investment, real estate management and real estate financing services; estate and trust management services and real estate trust management services; credit card services, credit consolidation services, credit counseling services; investment and financial management services; lease and mortgage securitization services, and commercial leasing; financial planning and mortgage refinancing and debt restructuring services; loan financing, consumer lending services, and providing financial information on loans; financial services pertaining to personal financial accounts, daily monitoring of financial transactions and account balances, preparing and monitoring budgets and monitoring spending patterns, loan qualification and loan approval; financing of vehicles and vehicle loan services; commercial lending services; providing working capital financing to small businesses; student loan services; bill payment services; automated Clearing House (ACH) transaction processing services; cash management, namely, facilitating transfers of electronic cash equivalents; financial consultation services provided to consumers in the field of consumer finance assets; financial advice relating to pension planning, income tax and tax planning; financial investment services in the fields of securities, mutual funds, and certificates of deposit; investment consultation, credit consulting services; credit information services, namely, providing credit information relating to consumer applicants for credit; issuing letters of credit; providing information in the field of finances, loans, credit scoring and credit management via a website; providing consumers with information about loans and information that lenders and others use to make credit decisions; insurance and warranty services; warranty and extended warranty insurance services; third-party extended warranty services for vehicles; insurance underwriting and claims administration of extended motor vehicle service contracts for the repair and maintenance of motor vehicles; provision of financial services, namely: registered retirement savings plan services; financial administration of registered retirement income fund and savings plan services; automated teller machine services; financial electronic transaction services namely, electronic payment, namely, electronic processing and transmission of bill payment data, electronic processing of insurance claims and payment data, and electronic funds transfer; utility and bill payment services; money order services; wire transfer services; foreign exchange services namely, financial exchange and currency exchange services, travellers' cheque services; trust company services, unit trust management services, information processing services, namely providing financial information relating to exchange rates; property management, and financial custody services regarding real properties; life insurance and disability insurance services; financial and investment services, namely financial investments in the field of securities; digital mortgage brokerage; mortgage advisory services; financial services, namely, daily monitoring of financial transactions and account balances; student loan services; bill payment services; providing web-based, automated and customized personal financial management services, namely, user-directed management reporting; financial consultation services provided to consumers, namely consumer credit consultancy, consultancy in the field of consumer lending, and providing consumers with information and loans and information that lenders and others use to make credit decisions; investment consultation, investment brokerage service

Classification kind code

12

Class [038]
Providing on-line access to software for option trading, futures trading, currency trading, commodities trading

Classification kind code

12

Class [042]
Online platform for the transfer and exchange of virtual currencies, digital currencies, and cryptocurrencies, and digitized assets in market transactions; the provision of advisory services in the design, development or implementation of information management systems; designing and developing computer software; computer software development services

Classification kind code

12

Class [045]
Technology licensing, namely licensing of intellectual property and licensing mobile application software for use in accessing and managing financial investments

Classification kind code

12

Mark Details

Serial Number

2364058

Mark Type

Trademark

Legal History

Action TakenStatus
Submitted for opposition 30
on 22nd Nov 2024		Filed
Submitted for opposition 1
on 22nd Nov 2024		Created
Submitted for opposition 31
on 22nd Nov 2024		Formalized