CI PRIVATE WEALTH
Live / Registered — Registered (as of 20 Jun 2023)
What this means for you
Registered since 20 Jun 2023. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 90452525
- Registration number
- 7087534
- Mark type
- Design + words
- Filed
- 07 Jan 2021
- Published for opposition
- 05 Apr 2022
- Registered
- 20 Jun 2023
- Attorney of record
- Cynthia A. Moyer
Goods and services
- Class 036 — Insurance and financial services: Financial services including wealth management, namely, assisting clients with managing their financial affairs and assets; financial planning; financial wealth planning; investment advice; comprehensive life financial management services in the fields of investment management, cash management, debt management, insurance risk management, estate planning, and tax planning; financial management and distribution of pooled investment funds and segregated securities; financial services in the fields of investment, namely, securities investment, capital investment consultation, funds investment and financial planning; asset protection services, namely, financial risk assessment services in the nature of assessing a client's need for critical illness insurance, life insurance and property and casualty insurance; financial support services, namely, assisting clients with personal administrative matters such as bill payment and leasing of real property; Investment fund services, namely, retirement investment counseling, retirement investment portfolio financial management, dealing in, administration and distribution of principal-protected investment funds for retirement; investment portfolio financial management; investment counseling
Owner
- CI Investments Inc., Toronto, Ontario, CA
- CI Investments Inc., Toronto, Ontario, CA
- CI Investments Inc., Toronto, Ontario, CA
Prosecution history
- 20 Jun 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 20 Jun 2023 — REGISTERED-PRINCIPAL REGISTER
- 16 May 2023 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 15 May 2023 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 11 Apr 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 10 Apr 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 10 Apr 2023 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 09 Jan 2023 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 09 Jan 2023 — NON-FINAL ACTION E-MAILED
- 09 Jan 2023 — SU - NON-FINAL ACTION - WRITTEN
- 13 Dec 2022 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 13 Dec 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 13 Dec 2022 — TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS
- 13 Dec 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 13 Dec 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED