BOSS - BUSINESS OWNER STRATEGIES & SOLUTIONS
Live / Allowed — Notice of allowance issued (as of 23 Dec 2025)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 14 Oct 2022 filing date already counts against anyone who files later.
Record
- Serial number
- 97632231
- Mark type
- Stylized text
- Filed
- 14 Oct 2022
- Published for opposition
- 28 Oct 2025
- Attorney of record
- Bart A. Lazar
Goods and services
- Class 035 — Advertising and business services: Business succession planning, tax planning
- Class 036 — Insurance and financial services: Estate planning; estate trust planning, financial trust planning, developing charitable giving programs on behalf of high net worth individuals and families; financial asset management for business owners and high net worth individuals and families; wealth management services for business owners and high net worth individuals and families
Owner
- Bank of Montreal, Toronto, CA
- Bank of Montreal, Toronto, CA
Prosecution history
- 23 Dec 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 28 Oct 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 28 Oct 2025 — PUBLISHED FOR OPPOSITION
- 22 Oct 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 01 Oct 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 06 May 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 06 May 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 06 May 2024 — ASSIGNED TO LIE
- 14 Dec 2023 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 14 Dec 2023 — NOTICE OF REVIVAL - E-MAILED
- 14 Dec 2023 — NOTICE OF REVIVAL - E-MAILED
- 14 Dec 2023 — PETITION TO REVIVE-GRANTED
- 14 Dec 2023 — TEAS PETITION TO REVIVE RECEIVED
- 20 Oct 2023 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
- 20 Oct 2023 — ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND