CI PRIVATE WEALTH

Live / Registered — Registered (as of 26 Sept 2023)

What this means for you

Registered since 26 Sept 2023. The owner can stop confusingly similar uses in the classes it covers.

Class 036 — Insurance and financial services: (Based on Use in Commerce) 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; (Based on 44e) 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