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WEALTHSMITH

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WEALTHSMITH
ABANDONED SECTION 36

on 9 Nov 2021

Last Applicant/ Owned by

WEALTHSMITH ADVISORY GROUP

6306 Bow Crescent NWCalgary

ALBERTA

CA

T3B2B9

Serial Number

1902917 filed on 6th Jun 2018

WEALTHSMITH

Trademark usage description

printed and electronic material, namely manuals, pamphlets and brochures all relating to insurance products and mutual funds. financial strategy serv Read More

Classification Information

Class [016]
Printed and electronic material, namely manuals, pamphlets and brochures all relating to insurance products and mutual funds.

Classification kind code

11

Class [036]
Financial strategy services, namely: identifying, assessing, advising, recommending, and implementing financial strategy solutions; assessing and advising on investments for current and long term financial growth goals; the procurement of financial products; assessing and advising on financial data including assets and liabilities, tax returns, securities transactions, insurance policies, wills and pension plans. (2) Tax planning services namely: taxation consultancy services and advising on overall tax planning and strategies. (3) Retirement and estate planning services: namely, analysis of retirement income requirements and opportunities and advising on diversification for financial plan for retirement; consulting on estate organization, planning and goal setting. (4) Financial portfolio analysis and recommendations for financial portfolios: namely the review, analysis and measurement of short term and long term investment plans and investment opportunities; advising and recommending investment transactions and diversification strategies for an investment portfolio.

Classification kind code

11

Mark Details

Serial Number

1902917

Mark Type

Trademark

Legal History

Action TakenStatus
Submitted for opposition 6
on 9th Nov 2021		Abandoned - Section 36
Submitted for opposition 14
on 17th Aug 2021		Default Notice Sent
Submitted for opposition 22
on 28th Jan 2021		Search Recorded
Submitted for opposition 20
on 28th Jan 2021		Examiner's First Report
Submitted for opposition 31
on 8th Jun 2018		Formalized
Submitted for opposition 1
on 7th Jun 2018		Created
Submitted for opposition 30
on 6th Jun 2018		Filed