FINANCIAL WELL-BEING STARTS HERE

What this means for you

Not registered yet, but its 31 Dec 2024 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

98930707

Mark type

Slogan / phrase

Filed

31 Dec 2024

Attorney of record

Leigha R. Santoro

Goods and services

• Class 036 — Insurance and financial services: financial consulting services; providing AI generated financial analysis; providing financial advice to achieve individual financial wellness
• Class 042 — Scientific and technological services: providing on-line non-downloadable computer software that enables users to connect their financial accounts, insurance policies and human resources information enabling them to easily access, track, monitor, manage and generate personal financial and employment benefits information, generate personal financial and employment benefits reports, obtain financial assistance, set financial goals and generate financial wellness strategies; software as a service (SAAS) featuring temporary use of non-downloadable software that provides analysis of income, financial lifestyle and spending history resulting in AI generated recommendations for ongoing financial wellness; platform as a service (PAAS) featuring computer software platforms for use in the field of financial management; providing online non-downloadable software for the aggregation of financial data and human resources information systems; software as a service (SAAS) offering software that enables employers to track employee well-being and retention and to provide their employees with analysis of employment packages and financial well-being; providing temporary use of non-downloadable cloud-based software for connecting individuals with financial planners and insurance brokers

Owner

• ElektraFi Innovations Inc., Vancouver, BC, CA

Prosecution history

• 25 Aug 2026 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
• 25 Aug 2026 — LETTER OF SUSPENSION E-MAILED
• 25 Aug 2026 — SUSPENSION LETTER WRITTEN
• 25 Aug 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 25 Aug 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 25 Aug 2026 — ASSIGNED TO LIE
• 20 Aug 2026 — TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
• 24 May 2026 — NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED
• 24 May 2026 — INQUIRY TO SUSPENSION E-MAILED
• 24 May 2026 — SUSPENSION INQUIRY WRITTEN
• 30 Apr 2026 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
• 10 Sept 2025 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
• 10 Sept 2025 — LETTER OF SUSPENSION E-MAILED
• 10 Sept 2025 — SUSPENSION LETTER WRITTEN
• 05 Sept 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED