PLANNING MADE SIMPLE
Live / Registered — Registered (as of 21 May 2019)
What this means for you
Registered since 21 May 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88124094
- Registration number
- 5755893
- Mark type
- Stylized text
- Filed
- 19 Sept 2018
- Published for opposition
- 05 Mar 2019
- Registered
- 21 May 2019
Goods and services
- Class 036 — Insurance and financial services: Financial consultation in the field of taxes; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, wealth management services; Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information and advisory services; Financial management of employee pension plans; Financial portfolio management; Financial portfolio analysis services; Financial restructuring services; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, mortgage planning; Financial trust planning; Advice on finance during retirement; Financial asset management; On-line financial planning services; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Strategic financial advisory services
Owner
- Shahin, Gabriel, Ontario, CA, US
- Shahin, Gabriel, Ontario, CA, US
- Shahin, Gabriel, Ontario, CA, US
Prosecution history
- 23 May 2024 — OFFICE ACTION ISSUED POU1
- 22 May 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 21 May 2024 — TEAS SECTION 8 RECEIVED
- 21 May 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 21 May 2019 — REGISTERED-PRINCIPAL REGISTER
- 05 Mar 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 05 Mar 2019 — PUBLISHED FOR OPPOSITION
- 13 Feb 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 22 Jan 2019 — ASSIGNED TO LIE
- 10 Jan 2019 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 10 Jan 2019 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 10 Jan 2019 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 05 Jan 2019 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 05 Jan 2019 — EXAMINER'S AMENDMENT ENTERED
- 05 Jan 2019 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED