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What this means for you

Not registered yet, but its 05 Mar 2025 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

99068816

Mark type

Stylized text

Filed

05 Mar 2025

Attorney of record

Thomas E. Williams

Goods and services

• Class 009 — Scientific and electric apparatus: downloadable publications, namely, newsletters, brochures, pamphlets, and financial information stored on central server systems, individual hard drives, external hard drives, backup systems and video in newsletters form, all in the field of financial securities, investment and financial planning services; retirement planning tools, computer programs for generating portfolio reports in the field of financial securities, investment and financial planning services
• Class 016 — Paper goods and printed matter: Printed publications, namely, newsletters, brochures, and pamphlets all in the field of financial securities, investment and financial planning services; flyers, pocket memorandum books.
• Class 035 — Advertising and business services: Promoting the sale of goods and services of others through the distribution of promotional printed material, distribution and financing after-sales service of products for motor vehicles, namely extended warranties, replacement insurance, credit insurance, appearance products, anti-theft coverage and roadside assistance; Customer service in the nature of responding to customer inquiries for others the field of financial securities, investment and financial planning services, financial counseling service, assistance with retirement financial planning, financial planning assistance, analysis of financial condition of customers and their needs , wealth management, asset management, business development in the field of financial securities, investment and financial planning services; business data analysis, namely, collection of personal information and analysis of data on people's health and well-being for the preparation and compilation of health profiles and statistical reports in the field of insurance protection plans, real estate and financial investments; administrative processing of insurance claims
• Class 036 — Insurance and financial services: General insurance services in the nature of insurance administration; insurance services of individual and collective person, namely underwriting, issuing and administration of life insurance, disability insurance, health insurance and critical illness insurance, medical insurance, accident insurance, dental insurance, loan insurance, hospitalization insurance, home care insurance, travel insurance; underwriting, issuing and administration of mortgage insurance; credit insurance services, namely, underwriting, issuing and administration of creditor insurance; special risk insurance services namely underwriting, issuing and administration of accidental death and dismemberment insurance, illness insurance, life insurance, medical insurance, travel insurance and student insurance; Financial administration and provision of savings products, namely registered retirement savings plans, non-registered retirement savings plans, registered education savings plans, locked-in retirement accounts, retirement income registered funds, first home savings account, life income funds, annuities and fixed-term annuities; Financial administration and provision of investment options advice, namely guaranteed interest investments, secured stock-market investment, segregated funds, mutual funds and securities; Brokerage of mutual funds; Loan origination services, namely investment loans, RRSP lines of credit, RESP loans; subscription and administration of residential and commercial mortgage loans. Damage insurance services, namely underwriting, issuing and administration of car insurance, home insurance, liability insurance, travel insurance; Financial investment counselling; Financial portfolio management of segregated funds and mutual funds; Securities brokerage; Additional trust services for life insurance and annuity services, namely investment management, investment of funds for others, maintaining fiduciary deposit accounts for investments; management, administration and distribution of investment funds; management and administration of investment funds; mortgage brokerage services; Real estate investment trust management services; providing extended warranties on automobiles; motor vehicle insurance underwriting services; financial trust operations; trust company services; savings and loan services
• Class 041 — Education and entertainment services: Training in the field of customer service in the field of finances, insurance, financing, loans, protection of motor vehicles and extended warranties.
• Class 042 — Scientific and technological services: Providing a platform in the nature of operation of a web software platform allowing administrators to manage their group insurance plan, namely, platform as a service (PAAS) featuring computer operating software platforms allowing administrators to manage their group insurance plan; Providing and operation of an online database providing information on health and work and allowing daily administration of group insurance plans, namely, providing temporary use of a non-downloadable database software containing information on health and working conditions and allowing daily administration of group insurance plans; platform as a service (PAAS) featuring computer software platforms for use in the field of financial services for trading derivatives; platform as a service (PaaS) featuring a non-downloadable software for the sale of insurance plans and savings and loan services
• Class 044 — Medical, beauty and agricultural services: Providing health information in the nature of promotion of health and wellbeing of people through the diffusion of information about health and wellness via a computer database, website, email, telephone and educational activities on health and wellness

Owner

• INDUSTRIELLE ALLIANCE, ASSURANCE ET SERVICES FINANCIERS INC., Québec, QC, CA

Prosecution history

• 10 Dec 2025 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
• 10 Dec 2025 — LETTER OF SUSPENSION E-MAILED
• 10 Dec 2025 — SUSPENSION LETTER WRITTEN
• 07 Nov 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 07 Nov 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 07 Nov 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 11 Aug 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 11 Aug 2025 — NON-FINAL ACTION E-MAILED
• 11 Aug 2025 — NON-FINAL ACTION WRITTEN
• 07 Aug 2025 — ASSIGNED TO EXAMINER
• 10 Jul 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 05 Mar 2025 — APPLICATION FILING RECEIPT MAILED
• 05 Mar 2025 — NEW APPLICATION ENTERED