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POWERING WEALTH

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POWERING WEALTH
FORMALIZED

on 27 Feb 2023

Last Applicant/ Owned by

AVISO WEALTH INC.

700-1111 West Georgia StreetVancouver

BRITISH COLUMBIA

CA

V6E4T6

Serial Number

2242192 filed on 27th Feb 2023

Correspondent Address

NORTON ROSE FULBRIGHT CANADA LLP/S.E.N.C.R.L.,S.R.L.

1, Place Ville MarieSuite 2500, Montreal

QUEBEC

CA

H3B1R1

POWERING WEALTH

Trademark usage description

application software for use in accessing and managing financial investments; computer programs and computer software for electronic trading of securi Read More

Classification Information

Class [009]
Application software for use in accessing and managing financial investments; computer programs and computer software for electronic trading of securities; computer software for producing financial models; computer software, namely cryptocurrency blockchain for peer-to-peer sharing of financial data; mobile application software for use in accessing and managing financial investments and financial services

Classification kind code

12

Class [035]
Business management consultancy, advisory services for business management, business strategic planning services, consulting in the field of organizational analysis and management, tax planning services; financial account services namely administration of investment accounts and administration of accounts for registered retirement savings plans, registered retirement income funds, locked-in retirement accounts and registered education savings plans; estate trust administration services; providing marketing to third parties in the field of financial investments, financial wealth management, investment dealer services and correspondent investment services

Classification kind code

12

Class [036]
Financial services, namely, financial planning and investment advisory services, financial investment counselling, wealth management services, financial investment and wealth management consulting services, securities investment services, investment management, investment dealer services namely buying and selling securities, term deposits, segregated funds and other investments on behalf of others, fund investment, mutual fund services, management of mutual funds, mutual fund dealer services, management and distribution of investment funds, management of portfolios comprising securities, securities and investment brokerage services, financial planning and investment analysis and consultation, capital investment consultation, assessment and evaluation of securities portfolios and financial investments, providing information about financial investing in securities, financial management, financial asset management, online securities trading services, online brokerage services namely trading securities on behalf of investors trading online, correspondent investment services namely providing financial asset management services as agents for portfolio managers and wealth management firms, brokerage services for capital investments, capital investment services, mutual funds and capital investment, underwriting of the sale of securities to the public, investment advisory services and private placements in the fields of mergers and acquisitions, divestitures, restructurings and stock exchange listings, loan services namely securities lending, using investment accounts as collateral for loans and investment accounts using margin, mortgage services, credit line services, electronic transfers of funds on behalf of others, bill payment services; estate planning services; insurance services, namely, insurance consulting services; financial investment analysis and stock research; providing information with respect to financial investments and financial wealth management; providing institutional sales and sales support services to third parties in the field of financial investments, financial wealth management, investment dealer services and correspondent investment services

Classification kind code

12

Class [038]
Telecommunication gateway services, namely providing access to an online link to business and financial news and business and financial articles; providing access to websites with respect to financial investments and financial wealth management

Classification kind code

12

Class [041]
Providing training to third parties in the field of financial investments, financial wealth management, investment dealer services and correspondent investment services; providing news with respect to financial investments and financial wealth management

Classification kind code

12

Class [042]
Platform as a service (PAAS) featuring computer software platforms for use in the field of financial services for private equity trading; platform as a service (PAAS) featuring computer software platforms for use in the field of financial services for trading derivatives; provider of platform-as-a-service (PaaS) software enabling users to communicate with professionals in the field of trade finance; providing software as a service, namely providing others with computer software and mobile device software applications for implementing and recording financial transactions in data networks; providing temporary use of a web-based software application for providing a marketplace for private company investments; providing temporary use of non-downloadable software for analyzing financial data and generating reports; providing temporary use of non-downloadable software for providing financial data, analysis, research, news and information related to financial markets; providing temporary use of on-line non-downloadable software for retirement planning; providing temporary use of online non-downloadable personal finance software to assist financial advisors in providing investment management and financial advice and services to their clients; providing temporary use of online non-downloadable personal financial advisor software to assist with client relationship management and reporting; providing temporary use of online non-downloadable personal financial advisor software to provide automated advice and reporting; providing temporary use of online non-downloadable personal financial advisor software to provide investment management and financial advice

Classification kind code

12

Mark Details

Serial Number

2242192

Mark Type

Trademark

Legal History

Action TakenStatus
Submitted for opposition 287
on 9th Mar 2023		Pre-Assessment Letter Sent
Submitted for opposition 30
on 27th Feb 2023		Filed
Submitted for opposition 1
on 27th Feb 2023		Created
Submitted for opposition 31
on 27th Feb 2023		Formalized