Word

W

Status

Registered

Status Code

700

Status Date

Tuesday, January 31, 2023

Serial Number

79334025

Registration Number

6966204

Registration Date

Tuesday, January 31, 2023

Mark Type

3000

Filing Date

Friday, June 11, 2021

Published for Opposition

Tuesday, November 15, 2022

Trademark Owner History

Wealthsimple Technologies Inc. - Original Registrant

Classifications

41 Providing on-line news in the field of finance; providing business news and commentary in the field of blockchain technology and cryptocurrency

9 Downloadable and recorded mobile application software for use in accessing and managing financial investments; downloadable and recorded mobile application software for wealth management, financial planning, investment counseling and advisory services; downloadable and recorded mobile application software for providing advisory services in the field of credit and debit control, investment, grants and financing of loans; downloadable and recorded mobile application software for trading, securities clearing, underwriting, option trading, futures trading, currency trading, commodities trading; downloadable and recorded mobile application software for money transfer, electronic transfer of funds, electronic payment services, money wiring services and money exchange services; downloadable and recorded mobile application software for automated investment management; downloadable and recorded mobile application software for financial consultation in the field of cryptocurrency; downloadable and recorded mobile application software for financial asset management, namely, maintaining possession and records of financial assets of others; downloadable and recorded mobile application software for investment and management of portfolios of transferable securities and investment funds; downloadable and recorded mobile application software for providing financial lending and financing services, capital investment services; downloadable and recorded mobile application software for providing brokerage services, namely, discount brokerage services, on-line brokerage services, day trading services, and online trading; downloadable and recorded mobile application software for online trading of securities, namely, managing orders and monitoring account balances; downloadable and recorded mobile application software for providing securities market research services, namely, constructing model portfolios of securities; downloadable and recorded mobile application software for providing account management services, namely, automated fee processing, statement production, and investment management; downloadable and recorded mobile application software for providing financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and exchange traded funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading; downloadable and recorded mobile application software for providing stock and securities market information; downloadable and recorded mobile application software for providing online access to trading software; downloadable and recorded mobile application software for providing financial information in the field of securities clearing, underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services; downloadable and recorded mobile application software for providing business news and commentary in the field of blockchain technology and cryptocurrency; downloadable and recorded mobile application software for providing online financial research services, namely, providing information on securities and markets, providing delayed and real time market quotes; downloadable and recorded mobile application software for providing financial trust and estate services, namely, trust company services, estate planning, estate management; downloadable and recorded mobile application software for providing mortgage services and providing mortgage information; downloadable and recorded mobile application software for providing insurance services and providing insurance information; downloadable and recorded mobile application software for management of tax registered plans; downloadable and recorded mobile application software for providing securities brokerage account services and margin loan services; downloadable and recorded mobile application software for providing tax and taxation planning, advice, information and consultancy services, tax preparation services, tax filing services, preparing income tax reports, tax auditing services and for payroll tax debiting and tax payment processing

36 Financial and investment services, namely, financial investments in the field of securities; financial management; financial management via the internet; financial planning and investment advisory services; money transfer; electronic transfer of funds; electronic payment services involving electronic processing and subsequent transmission of bill payment data; money wiring services; money exchange services; financial services, namely, wealth management services; investment and management of portfolios of transferable securities and investment funds; automated investment management; financial planning, investment counseling and advisory services; financial advisory services in the field of credit and debit control, investment, grants and financing of loans; financial consultation in the field of cryptocurrency; financial asset management, namely, maintaining possession and records of financial assets of others; financial lending and financing services; capital investment services; financial services, namely, cryptocurrency trading services in the nature of provision of a cryptocurrency blockchain for digital currency exchange and trading services; securities brokerage services, namely, discount securities brokerage services, on-line securities brokerage services, securities day trading services, and online securities trading; online trading of securities, namely, managing orders and monitoring account balances; securities market research services, namely, financial research in the involving constructing model portfolios of securities; account management services, namely, payment processing services in the field of credit card payments in the nature of automated fee processing and statement production; investment management; financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and exchange traded funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading; providing stock and securities market information; providing securities clearing, namely, securities trading services; securities underwriting; option trading, futures trading, currency trading, cryptocurrency trading, commodities trading; financial advisory services; online financial research services, namely, providing information on securities and markets, providing delayed and real time market quotes; financial trust and estate services, namely, trust company services being estate planning and estate management; mortgage financing and brokerage services and providing mortgage financial information; insurance brokerage services and providing insurance information; management of tax registered plans, namely, tax payment processing services; securities brokerage account services and margin loan services, namely, loan financing; payroll tax debiting, namely, tax payment processing services; tax payment processing services

35 Tax and taxation planning, advice, information and consultancy services; tax preparation services; tax filing services; preparing income tax reports; tax auditing services

45 Technology licensing, namely, licensing of intellectual property and licensing mobile application software for use in accessing and managing financial investments

42 Software as a service (SAAS) services featuring trading software for securities, options, futures, currency, cryptocurrency and commodities; software as a service (SAAS) services featuring financial software for financial advisory services

The mark consists of the image of a coin with the letter "W" surrounded by a ring of circles appearing on the middle of the face of the coin.
WEALTHSIMPLE; WEALTH SIMPLE

Trademark Events

Dec 22, 2023

Change Of Name/Address Rec'd From Ib

May 30, 2023

Final Decision Transaction Processed By Ib

May 8, 2023

Final Disposition Notice Sent To Ib

May 8, 2023

Final Disposition Processed

Apr 30, 2023

Final Disposition Notice Created, To Be Sent To Ib

Jan 31, 2023

Notice Of Registration Confirmation Emailed

Jan 31, 2023

Registered-Principal Register

Nov 15, 2022

Official Gazette Publication Confirmation E-Mailed

Nov 15, 2022

Published For Opposition

Oct 26, 2022

Notification Of Notice Of Publication E-Mailed

Oct 7, 2022

Approved For Pub - Principal Register

Sep 13, 2022

Teas/Email Correspondence Entered

Sep 12, 2022

Correspondence Received In Law Office

Sep 12, 2022

Teas Response To Office Action Received

May 25, 2022

Refusal Processed By Ib

May 4, 2022

Non-Final Action Mailed - Refusal Sent To Ib

May 3, 2022

Refusal Processed By Mpu

Mar 24, 2022

Non-Final Action (Ib Refusal) Prepared For Review

Mar 23, 2022

Non-Final Action Written

Mar 2, 2022

Assigned To Examiner

Mar 1, 2022

Application Filing Receipt Mailed

Feb 25, 2022

New Application Office Supplied Data Entered

Feb 24, 2022

Sn Assigned For Sect 66a Appl From Ib