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NEXT GENERATION FINANCIAL INSTITUTION
NEXT GENERATION FINANCIAL INSTITUTION
REGISTRATION PENDING

on 20 Jan 2025

Last Applicant/ Owned by

Questrade, Inc.

5700 Yonge Street, Suite 1900Toronto

ONTARIO

CA

M2M4K2

Serial Number

1967550 filed on 6th Jun 2019

Registration Number

TMA1285151 registered on 20th Jan 2025

Registration expiry Date

20th Jan 2035

Correspondent Address

SMART & BIGGAR LP

SCOTIA PLAZA40 KING STREET WEST40th FLOORTORONTO

ONTARIO

CA

M5H3Y2

NEXT GENERATION FINANCIAL INSTITUTION

Trademark usage description

financial trust management services, trust services for the purchase and retention of securities to be held as assets of the trust, investment trust a Read More

Classification Information


Class [036]
Financial trust management services, trust services for the purchase and retention of securities to be held as assets of the trust, investment trust and real estate investment trust management services and financial management services, financial asset management; banking services; financial accounts management services; financial advisory services in the field of credit and debt control and financing of loans, credit card, securities brokerage and dealer services, real estate investment services; banking; trust company services; credit and loan services, credit consultation and credit card services; money lending services, mortgage lending services, and securities lending; investment and financial advisory services; investment and financial management services; portfolio management services; insurance services namely financial administration of insurance, insurance claims administration; insurance claim processing underwriting services; financial services, namely clearing of financial securities transactions, securities underwriting, stock and bond underwriting, financial advisory services, option trading, trading of securities index futures and commodity futures, currency trading, commodities trading; brokerage services, namely discount brokerage services, online brokerage services, day trading services, and on-line trading; financial services, namely money lending, mortgage lending, securities lending and financing of investments of loans, mortgages and securities, debt financing, equity financing; financial services, namely trust and estate management services; mortgage services; wealth management services, investment and portfolio management services, investment counseling and advisory services; financial planning and agency services for registered investment plans and registered retirement savings plan services; services related to administration of assets, namely custody and settlement, securities administration, financial reporting, fixed income research; insurance services; investment advice and management; automated investment management; financial information in the field of currencies, mortgage investment, financial trading, investment of funds and financial planning provided by electronic means; providing stock market information; providing stock/securities market information; management and portfolio advice for investment funds; account management services, namely automated fee processing, statement production, and investment management; trading of securities; securities market research services, namely constructing model portfolios of securities


Classification kind code

12

Class [042]
Software development services; platform as a service (PaaS) software platforms for use in the field of financial services for private equity trading, for trading derivatives, and software as a service (SaaS) featuring software for use in financial trading and financial exchange


Classification kind code

12

Mark Details


Serial Number

1967550

Mark Type

Trademark

Legal History


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Action TakenStatus
Submitted for opposition 135
on 2th Oct 2024
Amendment to Application
Submitted for opposition 67
on 27th Sept 2024
Agent Name Changed
Submitted for opposition 27
on 5th Sept 2024
Approval Notice Sent
Submitted for opposition 26
on 5th Sept 2024
Approved
Submitted for opposition 22
on 12th Feb 2024
Search Recorded
Submitted for opposition 20
on 12th Feb 2024
Examiner's First Report
Submitted for opposition 287
on 14th Jun 2022
Pre-Assessment Letter Sent
Submitted for opposition 31
on 11th Jun 2019
Formalized
Submitted for opposition 1
on 7th Jun 2019
Created
Submitted for opposition 30
on 6th Jun 2019
Filed