| Serial Number | 97401854 |
| Word Mark | CI PRIVATE WEALTH |
| Filing Date | Monday, May 9, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 26, 2023 |
| Registration Number | 7172901 |
| Registration Date | Tuesday, September 26, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 11, 2023 |
| Goods and Services | (Based on Use in Commerce) 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; (Based on 44e) 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 | Monday, May 16, 2022 |
| 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 M5J0A3 CA |
| Event Date | Event Description |
| Tuesday, September 26, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, September 26, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Monday, August 7, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, August 7, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, August 7, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, August 4, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, August 4, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, August 4, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, August 4, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, August 4, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, July 11, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 11, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 21, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, June 7, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 31, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, May 30, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, May 30, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, March 3, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, March 3, 2023 | NON-FINAL ACTION E-MAILED |
| Friday, March 3, 2023 | NON-FINAL ACTION WRITTEN |
| Friday, March 3, 2023 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Thursday, March 2, 2023 | USE AMENDMENT ACCEPTED |
| Sunday, February 26, 2023 | ASSIGNED TO EXAMINER |
| Friday, December 16, 2022 | AMENDMENT TO USE PROCESSING COMPLETE |
| Friday, December 16, 2022 | USE AMENDMENT FILED |
| Thursday, December 15, 2022 | TEAS AMENDMENT OF USE RECEIVED |
| 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 |
| Monday, May 16, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, May 12, 2022 | NEW APPLICATION ENTERED |