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CI PRIVATE WEALTH
Live/Registered
REGISTERED

on 20 Jun 2023

Last Applicant/ Owned by

15 York Street

Toronto, Ontario

CA

M5J0A3

Serial Number

90452525 filed on 07th Jan 2021

Registration Number

7087534 registered on 20th Jun 2023

in the Principal Register

Correspondent Address

Cynthia A. Moyer

FREDRIKSON & BYRON, P.A.

SUITE 4000

200 SOUTH SIXTH STREET

MINNEAPOLIS MN 55402

Filing Basis

1. intent to use

2. use application currently

Disclaimer

"PRIVATE WEALTH"

CI PRIVATE WEALTH

"PRIVATE WEALTH" 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; financiRead More

Classification Information


Class [036]
Insurance & Financial 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


First Use Date in General

28th Feb 2021

First Use Date in Commerce

28th Feb 2021

Specimens


CI PRIVATE WEALTH specimenCI PRIVATE WEALTH specimenCI PRIVATE WEALTH specimenCI PRIVATE WEALTH specimenCI PRIVATE WEALTH specimen

Mark Details


Serial Number

No 90452525

Mark Type

No Service Mark

Attorney Docket Number

No 51799

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.09.01 -

Squares as carriers or squares as single or multiple line borders

Description of Design Search

The mark consists of the letters "CI" in a box and to the left of the words "PRIVATE WEALTH."

Legal History


Show more

Status DateAction Taken
20th Jun 2023REGISTERED-PRINCIPAL REGISTER
20th Jun 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
16th May 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
15th May 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
11th Apr 2023TEAS/EMAIL CORRESPONDENCE ENTERED
10th Apr 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
10th Apr 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
09th Jan 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
09th Jan 2023NON-FINAL ACTION E-MAILED
09th Jan 2023SU - NON-FINAL ACTION - WRITTEN