SAGARD WEALTH
Live / Applied — Suspended — suspension letter mailed (as of 30 Sept 2025)
What this means for you
Not registered yet, but its 09 Dec 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98891679
- Mark type
- Stylized text
- Filed
- 09 Dec 2024
- Attorney of record
- Charles G. Zug
Goods and services
- Class 035 — Advertising and business services: Advisory services for business management; business administration and management; business organization consultancy services; financial intermediary services, namely, facilitating the channeling of funds between lenders and borrowers by connecting those with a financial surplus with those having a financial deficit; tax advisory services
- Class 036 — Insurance and financial services: Financial investment counselling; capital investment services; arranging and provision of loans; capital management; management of a capital investment fund; financial and real estate investment advisory services; debt financing; clearing and execution of financial securities transactions; electronic funds transfers; issuing pre-paid vouchers exchangeable for goods or services; securities brokerage; securities trading; financial wealth management; financial management in the field of investment portfolios; financial analysis services; providing information in the field of financial investments; consultancy relating to financial assistance for education; advisory services relating to financial asset management; advisory services relating to stock investment management; financial analysis and research services
- Class 041 — Education and entertainment services: Educational services, namely, providing classes, programs, workshops, seminars in the fields of family wealth, inter-generational wealth transfer and lifestyle services
Owner
- Sagard Holdings Manager LP, Toronto, Ontario, CA
Prosecution history
- 30 Sept 2025 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
- 30 Sept 2025 — LETTER OF SUSPENSION E-MAILED
- 30 Sept 2025 — SUSPENSION LETTER WRITTEN
- 28 Aug 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 27 Aug 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 27 Aug 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 31 May 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 31 May 2025 — NON-FINAL ACTION E-MAILED
- 31 May 2025 — NON-FINAL ACTION WRITTEN
- 28 May 2025 — ASSIGNED TO EXAMINER
- 27 Apr 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 09 Dec 2024 — NEW APPLICATION ENTERED