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REGISTERED

on 9 Apr 2025

Last Applicant/ Owned by

FINLITI CORPORATION

717-39 Queens Quay EToronto

ONTARIO

M5E0A5

Serial Number

2129123 filed on 25^th Aug 2021

Registration Number

TMA1305366 registered on 9^th Apr 2025

Registration expiry Date

9^th Apr 2035

Correspondent Address

CASSELS BROCK & BLACKWELL LLP

Suite 3200, Bay Adelaide Centre - North Tower40 Temperance St.Toronto,

ONTARIO

M5H0B4

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Trademark usage description

computer and mobile application software consisting of learning modules, games and questionnaires in the fields of investing and managing personal fin 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 finance assets, securities trading, financial 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, financial portfolio management, discretionary financial 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 financial portfolio allocation, for financial 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; computer and mobile application software consisting of questionnaires in the fields of investing, financial asset management, managing personal finances, managing financial investments, and financial analysis.

Classification kind code

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 and commodity trading services for others; margin lending, namely, money lending that allows the borrower to invest the money ; 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 financial investments and finance assets over computer networks and global communication networks; financial information provided by electronic means in the field of finance assets, securities trading, investments, securities brokerage

Classification kind code

Class [042]
Software as a service (SaaS) services featuring questionnaires in the fields of investing, financial asset management, managing personal finances, managing financial investments, and financial analysis.

Classification kind code

Mark Details

Serial Number

2129123

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 190 on 9^th Apr 2025	Registration Pending
Submitted for opposition 42 on 22^nd Jan 2025	Advertised
Submitted for opposition 27 on 30^th Dec 2024	Approval Notice Sent
Submitted for opposition 26 on 30^th Dec 2024	Approved
Submitted for opposition 22 on 29^th May 2024	Search Recorded
Submitted for opposition 20 on 29^th May 2024	Examiner's First Report
Submitted for opposition 287 on 7^th Jul 2022	Pre-Assessment Letter Sent
Submitted for opposition 30 on 25^th Aug 2021	Filed
Submitted for opposition 1 on 25^th Aug 2021	Created
Submitted for opposition 31 on 25^th Aug 2021	Formalized

UNDERSTAND RISK, REAP THE REWARDS

Classification Information

Classification kind code

Classification kind code

Class [042]Software as a service (SaaS) services featuring questionnaires in the fields of investing, financial asset management, managing personal finances, managing financial investments, and financial analysis.

Classification kind code

Mark Details

Serial Number

Mark Type

Legal History

Class [042]
Software as a service (SaaS) services featuring questionnaires in the fields of investing, financial asset management, managing personal finances, managing financial investments, and financial analysis.