| Serial Number | 90452525 |
| Word Mark | CI PRIVATE WEALTH |
| Filing Date | Thursday, January 7, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 20, 2023 |
| Registration Number | 7087534 |
| Registration Date | Tuesday, June 20, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 5, 2022 |
| Description of Mark | The mark consists of the letters "CI" in a box and to the left of the words "PRIVATE WEALTH." |
| Goods and Services | 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; 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 |
| Disclaimer with Predetermined Text | "PRIVATE WEALTH" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, April 6, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, February 28, 2021 |
| First Use In Commerce Date | Sunday, February 28, 2021 |
| Party Name | CI Investments Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Toronto, Ontario M5J0A3 CA |
| Party Name | CI Investments Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Toronto, Ontario M5J0A3 CA |
| Party Name | CI Investments Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Toronto, Ontario M5C3G7 CA |
| Event Date | Event Description |
| Tuesday, June 20, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, June 20, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 16, 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, May 15, 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, April 11, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 10, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, April 10, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, January 9, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, January 9, 2023 | NON-FINAL ACTION E-MAILED |
| Monday, January 9, 2023 | SU - NON-FINAL ACTION - WRITTEN |
| Tuesday, December 13, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, December 13, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, December 13, 2022 | TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS |
| Tuesday, December 13, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, December 13, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, December 13, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, December 6, 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, December 5, 2022 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, November 22, 2022 | USE AMENDMENT FILED |
| Monday, December 5, 2022 | SOU EXTENSION 1 GRANTED |
| Tuesday, November 22, 2022 | SOU EXTENSION 1 FILED |
| Monday, December 5, 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, November 22, 2022 | TEAS EXTENSION RECEIVED |
| Tuesday, November 22, 2022 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, May 31, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, April 5, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 5, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 16, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, February 28, 2022 | ASSIGNED TO LIE |
| Friday, February 25, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, January 28, 2022 | ASSIGNED TO EXAMINER |
| Wednesday, December 15, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, December 14, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, December 14, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, July 21, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, July 21, 2021 | NON-FINAL ACTION E-MAILED |
| Wednesday, July 21, 2021 | NON-FINAL ACTION WRITTEN |
| Friday, July 16, 2021 | ASSIGNED TO EXAMINER |
| Wednesday, April 7, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, April 6, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, January 11, 2021 | NEW APPLICATION ENTERED |