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WEALTHSIMPLE W DESIGN

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WEALTHSIMPLE W DESIGN
SEARCHED

on 26 Aug 2024

Last Applicant/ Owned by

WEALTHSIMPLE TECHNOLOGIES INC.

80 Spadina Ave., 4th FloorToronto

ONTARIO

CA

M5V2J4

Serial Number

2070521 filed on 11th Dec 2020

Correspondent Address

MARKS & CLERK

33 Yonge Street, Suite 300Toronto

ONTARIO

CA

M5E1G4

WEALTHSIMPLE W DESIGN

Trademark usage description

mobile application software for use in accessing and managing financial investments; mobile application software for wealth management, financial plan Read More

Vienna Information

26 . 1 . 1

CirclesCercles

26 . 1 . 3

One circle or ellipseUn cercle ou une ellipse

26 . 1 . 18

Circles or ellipses containing one or more lettersCercles ou ellipses contenant une ou plusieurs lettres

26 . 1 . 24

Circles or ellipses with dark surfaces or parts of surfacesCercles ou ellipses avec surface ou partie de la surface foncée

27 . 5 . 1

Letters presenting a special form of writingLettres présentant un graphisme spécial

27 . 5 . 21

One letterUne lettre

Classification Information

Class [009]
Mobile application software for use in accessing and managing financial investments; Mobile application software for wealth management, financial planning, investment counseling and advisory services; Mobile application software for advisory services in the field of credit and debit control, investment, grants and financing of loans; Mobile application software for trading, securities clearing, underwriting, option trading, futures trading, currency trading, commodities trading; Mobile application software for money transfer, electronic transfer of funds, electronic payment services, money wiring services and money exchange services; Mobile application software automated investment management; Mobile application software for financial consultation in the field of cryptocurrency; Mobile application software for financial asset management, namely maintaining possession and records of financial assets of others, investment and management of portfolios of transferable securities and investment funds; Mobile application software for financial lending and financing services, capital investment services, brokerage services, namely discount brokerage services, on-line brokerage services, day trading services, and online trading, online trading of securities, namely managing orders and monitoring account balances, securities market research services, namely constructing model portfolios of securities, account management services, namely automated fee processing, statement production, and investment management; Mobile application software for providing financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and Exchange Traded Funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading, providing stock and securities market information, providing online access to trading software, securities clearing, underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services, providing business news and commentary in the field of blockchain technology and cryptocurrency, and online financial research services, namely providing information on securities and markets, providing delayed and real time market quotes; Mobile application software for financial trust and estate services, namely trust company services, estate planning, estate management; Mobile application software for mortgage services and providing mortgage information; Mobile application software, for insurance services and providing insurance information; Mobile application software for management of tax registered plans; Mobile application software for securities brokerage account services and margin loan services; Mobile application software for tax and taxation planning, advice, information and consultancy services, tax preparation services, tax filing services, preparing income tax reports, tax auditing services and for payroll tax debiting and tax payment processing

Classification kind code

11

Class [035]
Tax and taxation planning, advice, information and consultancy services; Tax preparation services; Tax filing services; Preparing income tax reports; Tax auditing services

Classification kind code

11

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; Technology licensing, namely licensing of intellectual property and licensing mobile application software for use in accessing and managing financial investments; Providing on-line news in the field of finance; Money transfer; Electronic transfer of funds; Electronic payment services; Money wiring services; Money exchange services; Wealth management; Investment and management of portfolios of transferable securities and investment funds; Automated investment management; Financial planning, investment counseling and advisory services; Advisory services in the field of credit and debit control, investment, grants and financing of loans; Financial consultation in the field of cryptocurrency; Financial asset management, namely maintaining possession and records of financial assets of others; Financial lending and financing services; Capital investment services Financial services, namely provision of a cryptocurrency blockchain for digital currency exchange and trading services; Brokerage services, namely discount brokerage services, on-line brokerage services, day trading services, and online trading; Online trading of securities, namely managing orders and monitoring account balances; Securities market research services, namely constructing model portfolios of securities; Account management services, namely automated fee processing, statement production, and investment management; Financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and Exchange Traded Funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading; Providing stock and securities market information; Providing online access to trading software, securities clearing, underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services; Providing business news and commentary in the field of blockchain technology and cryptocurrency; Online financial research services, namely providing information on securities and markets, providing delayed and real time market quotes; Financial trust and estate services, namely trust company services, estate planning, estate management; Mortgage services and providing mortgage information; Insurance services and providing insurance information; Management of tax registered plans; Securities brokerage account services and margin loan services. Providing online access to software to simulate securities market activity in order to permit user to practice the skills of trading securities; Payroll tax debiting; Tax payment processing services

Classification kind code

11

Class [038]
Telecommunications

Comment text

CIPO Classification Code

Classification kind code

Nice

Class [042]
Computer and scientific

Comment text

CIPO Classification Code

Classification kind code

Nice

Class [045]
Personal and legal

Comment text

CIPO Classification Code

Classification kind code

Nice

Mark Details

Serial Number

2070521

Mark Type

Trademark

Legal History

Action TakenStatus
Submitted for opposition 22
on 26th Aug 2024		Search Recorded
Submitted for opposition 20
on 26th Aug 2024		Examiner's First Report
Submitted for opposition 135
on 16th Nov 2023		Amendment to Application
Submitted for opposition 88
on 16th Oct 2023		Security Interest Placed
Submitted for opposition 287
on 11th May 2022		Pre-Assessment Letter Sent
Submitted for opposition 135
on 19th Mar 2021		Amendment to Application
Submitted for opposition 30
on 11th Dec 2020		Filed
Submitted for opposition 1
on 11th Dec 2020		Created
Submitted for opposition 31
on 11th Dec 2020		Formalized