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Mark	Details	Status	Class/Description
	FAMILY PLAYBOOK FINANCIAL CONCIERGE INC. 1908407 9 Jul 2018	REGISTERED on 13 Feb 2023	Pens; printed matter, namely, business cards, notepads, reports, newsl... Class 016 Class 016 Paper Goods and Printed Material Pens; printed matter, namely, business cards, notepads, reports, newsletters, loose-leaf binders, brochures and pamphlets in the field of financial planning, estate planning, estate administration, planning for real estate and other property holdings, income tax planning, insurance, risk management, legal information and compilations and preparation of financial and personal profile documents Class 035 Class 035 Advertising, Business & Retail Services Business management services for others, namely, preparation of personal and financial profiles for the purposes of estate planning and estate administration; compiling estate documents, final wishes, financial documents, personal documents necessary for estate administration, insurance documents, information on property holdings, service contracts, business or corporate documents into personalized loose-leaf binders; referrals to trusted advisors for lawyers, accountants, insurance agents and financial advisors for estate planning and administration ... Class 036 Insurance & Financial Services Financial management services; estate planning, namely preparing financial and personal profiles for the purpose of estate administration; estate planning, namely preparation of financial and personal profile for estate planning and estate administration purposes through coordination of investment accounts, pension plans, credit card, loans, mortgages, bank accounts, safety deposit box, coordination of personal information, birth certificates, death certificates, marriage certificates, divorce certificates, passports, drivers licenses, coordination of insurance documents, policies and summarizing insurance policies, coordination of property interests, coordination of service contracts for utilities, subscriptions, social media, memberships, and reward programs; estate planning, namely, coordination of final wishes for persons and pets Class 041 Education and Entertainment Services Educational services, namely, conducting classes, seminars and workshops relating to preparation of a financial or personal profile for estate planning and estate administration purposes, retirement, retirement planning, post-retirement planning, financial management and reconciliation of personal, financial, insurance, property interests and service agreements, and options for estate planning and estate administration, final wishes for personal and pet arrangements related to estate planning and estate administration;

1908407

REGISTERED

on 13 Feb 2023

FAMILY PLAYBOOK

FINANCIAL CONCIERGE INC.

1908407 · 9 Jul 2018

016

035

...

Pens; printed matter, namely, business cards, notepads, reports, newsl...

Owners

Financial concierge inc. (1)

Categories

Class 16 (1)

Class 35 (1)

Class 36 (1)

Class 41 (1)

Correspondents

James swanson (1)

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