Trademark Search in Canada

UP WEALTH MANAGEMENT

View On IC.GC.CA

ADVERTISED

on 18 Sept 2024

Last Applicant/ Owned by

UP FINANCIAL INC.

1023 Cameron Ave SWCalgary

ALBERTA

T2T0K2

Serial Number

2026297 filed on 5^th May 2020

Correspondent Address

BENNETT JONES LLP

4500 BANKERS HALL EAST855 - 2ND STREET S.W.CALGARY

ALBERTA

T2P4K7

UP WEALTH MANAGEMENT

Trademark usage description

promotional materials, namely, mouse pads promotional materials, namely, pens, pencils; stationary, namely, letterhead, envelopes, notepads stationa Read More

Classification Information

Class [009]
Promotional materials, namely, mouse pads

Classification kind code

Class [016]
Promotional materials, namely, pens, pencils; Stationary, namely, letterhead, envelopes, notepads

Classification kind code

Class [018]
Stationary, namely, leather portfolios

Classification kind code

Class [021]
Promotional materials, namely, coffee mugs

Classification kind code

Class [025]
Promotional materials, namely, t-shirts, jackets, ball caps, hoodies, ties

Classification kind code

Class [035]
Tax planning, personal tax services, corporate tax services, incorporation services

Classification kind code

Class [036]
Financial planning services, mutual funds services, segregated fund sales, carrying on the sale of guaranteed interest option investments, carrying on the sale of guaranteed investment certificate investments, investment planning and portfolio management services, carrying on the business of brokerage of annuities, insurance sales, namely, life insurance services, disability insurance services, critical illness insurance services, long term care insurance services, estate planning services, mortgage services, investment loan services and debt financing services, executor and executrix services, trustee services, Carrying on the business of the use of a software based service to provide clients with investment advice and financial planning services, securities sales services, sales of securities that do not require a prospectus on issue, and venture capital services; general insurance services, home insurance services, auto insurance services, commercial insurance services

Classification kind code

Class [041]
Training and educational development and mentoring of new financial advisors;

Classification kind code

Class [045]
Will and personal directive services, power of attorney services; will and probate services;

Classification kind code

Mark Details

Serial Number

2026297

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 42 on 18^th Sept 2024	Advertised
Submitted for opposition 26 on 20^th Aug 2024	Approved
Submitted for opposition 27 on 20^th Aug 2024	Approval Notice Sent
Submitted for opposition 22 on 4^th Jul 2024	Search Recorded
Submitted for opposition 20 on 4^th Jul 2024	Examiner's First Report
Submitted for opposition 287 on 16^th Jun 2022	Pre-Assessment Letter Sent
Submitted for opposition 30 on 5^th May 2020	Filed
Submitted for opposition 1 on 5^th May 2020	Created
Submitted for opposition 31 on 5^th May 2020	Formalized

UP WEALTH MANAGEMENT

Classification Information

Class [009]Promotional materials, namely, mouse pads

Classification kind code

Class [016]Promotional materials, namely, pens, pencils; Stationary, namely, letterhead, envelopes, notepads

Classification kind code

Class [018]Stationary, namely, leather portfolios

Classification kind code

Class [021]Promotional materials, namely, coffee mugs

Classification kind code

Class [025]Promotional materials, namely, t-shirts, jackets, ball caps, hoodies, ties

Classification kind code

Class [035]Tax planning, personal tax services, corporate tax services, incorporation services

Classification kind code

Classification kind code

Class [041]Training and educational development and mentoring of new financial advisors;

Classification kind code

Class [045]Will and personal directive services, power of attorney services; will and probate services;

Classification kind code

Mark Details

Serial Number

Mark Type

Legal History

Class [009]
Promotional materials, namely, mouse pads

Class [016]
Promotional materials, namely, pens, pencils; Stationary, namely, letterhead, envelopes, notepads

Class [018]
Stationary, namely, leather portfolios

Class [021]
Promotional materials, namely, coffee mugs

Class [025]
Promotional materials, namely, t-shirts, jackets, ball caps, hoodies, ties

Class [035]
Tax planning, personal tax services, corporate tax services, incorporation services

Class [041]
Training and educational development and mentoring of new financial advisors;

Class [045]
Will and personal directive services, power of attorney services; will and probate services;