Trademark Search in Canada

VESTWELL

View On IC.GC.CA

REGISTERED

on 16 Mar 2021

Last Applicant/ Owned by

Vestwell Holdings, Inc.

215 W 40th St, 9th FloorNew York, NY 10018

Serial Number

1894729 filed on 19^th Apr 2018

Registration Number

TMA1095942 registered on 16^th Mar 2021

Registration expiry Date

16^th Mar 2031

Correspondent Address

DLA PIPER (CANADA) LLP

BAY ADELAIDE - WEST TOWERSUITE 5100 - 333 BAY STREETTORONTO

ONTARIO

M5H2R2

VESTWELL

Trademark usage description

financial record-keeping for the administration of retirement plans; financial management of retirement accounts; financial planning for retirement; i Read More

Classification Information

Class [036]
Financial record-keeping for the administration of retirement plans; Financial management of retirement accounts; financial planning for retirement; investment advice; Financial analysis consultation services; investment management services; annuity services, namely, account and investment administration services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; trustee services; fiduciary representative services.

Classification kind code

Class [038]
Providing access to an online platform for the purposes of providing business assistance and business advisory services, namely, connecting consumers and qualified service providers in the field of investment management, administration, record-keeping, custody, trustee, and fiduciary representative services.

Classification kind code

Class [042]
Computer software consulting services; providing temporary use of on-line non-downloadable software for advisors, companies, and employees for use in the management, analysis, automation, and compliance of retirement accounts.

Classification kind code

Mark Details

Serial Number

1894729

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 42 on 23^rd Dec 2020	Advertised
Submitted for opposition 26 on 27^th Nov 2020	Approved
Submitted for opposition 27 on 27^th Nov 2020	Approval Notice Sent
Submitted for opposition 15 on 17^th Jun 2020	Correspondence Created
Submitted for opposition 15 on 20^th Jan 2020	Correspondence Created
Submitted for opposition 22 on 3^rd Oct 2019	Search Recorded
Submitted for opposition 20 on 3^rd Oct 2019	Examiner's First Report
Submitted for opposition 31 on 24^th Apr 2018	Formalized
Submitted for opposition 1 on 20^th Apr 2018	Created
Submitted for opposition 30 on 19^th Apr 2018	Filed

VESTWELL

Classification Information

Classification kind code

Classification kind code

Class [042]Computer software consulting services; providing temporary use of on-line non-downloadable software for advisors, companies, and employees for use in the management, analysis, automation, and compliance of retirement accounts.

Classification kind code

Mark Details

Serial Number

Mark Type

Legal History

Class [042]
Computer software consulting services; providing temporary use of on-line non-downloadable software for advisors, companies, and employees for use in the management, analysis, automation, and compliance of retirement accounts.