The trademark application BROOKFIELD OAKTREE WEALTH SOLUTIONS was filed by Brookfield Office Properties Inc., a corporation established under the laws of Canada (the "Applicant") and Oaktree Capital Management, LP., a U.S. corporation (the "Co-Applicant", and jointly with the "Applicant" referred to as the "Applicants" going forward). The application was published for oppositions on March 6, 2024, and it was registered by office on June 13, 2024 without any oppositions.
The application was filed in English (French was selected as the second language).
Goods And Services
The mark was filed in class 35 with Investment product marketing and production and dissemination of marketing information..
The mark was filed in class 36 with following description of goods:
Wealth management services
Financial analysis, financial consultation and investment management services
Financial services, namely, financial investments in the fields of commodities, gold, investment notes, real estate, securities
Investment management in water and waste water
Investment services
Investment services in the field of real estate, infrastructure projects, energy infrastructure, real assets, real asset debt, funds, stocks, equity and commodity investment advice
Financial management
Financial research
Investment in oil and gas pipelines and storage
Investment in wireless communication towers, broadcast satellites and cable networks
And investment and merchant banking services, including acquisition and disposition financing, mezzanine debt investing
Real estate financial advisory services
Financial services, namely, asset management services including management of funds and investments with respect to assets including properties, power generation and other infrastructure assets
Financial management of investment portfolios, joint ventures and single assets
Operation of investment funds
Financial investment services in the field of real estate, infrastructure projects, energy infrastructure, real assets, real asset debt, stocks, equity, commodities gold and investment notes
Financial research, namely conducting research in the field of financial investments and securities
Management of portfolios comprising securities
Financial analysis and research services
Financial investment services for financial institutions, pension plans, insurance companies, for-profit and charitable foundations, endowments, sovereign wealth funds and high net worth investors
Real estate, stocks, equities and commodity investment advice services
Investment management services
Investment management in real estate
Investment management in commercial, institutional, industrial and residential real estate
Investment management in oil and gas pipelines and storage
Investment management in wireless communication towers, broadcast satellites and cable networks
Managing real estate
Managing commercial, institutional, industrial and residential real estate
Consultancy, advisory and information services relating to the aforesaid services
Indemnity services
Actuarial services
Insurance and reinsurance services
Risk management services
Financial and monetary business services namely, asset management for insurance companies, cash management, reporting, securities lending, investment consulting, asset liability management, integrated risk management, investment and funds management services, comprehensive risk management services focusing on assets and liabilities including combining insurance and reinsurance services with derivative financial instruments, and real estate services
Insurance underwriting
Insurance agencies
Insurance actuarial services
Insurance financial evaluation for insurance purposes
Assessing insurance claims and insurance claims processing
Providing insurance information and insurance consultancy
Real estate management services
Real estate leasing
Real estate leasing services for commercial, and residential properties
Investment product distribution, including investment product wholesaling
Investment distribution arrangements with other financial intermediaries and financial services firms, and the production and dissemination of investment product information.
The mark was filed in class 41 with Production and dissemination of education materials in the fields of financial investments and investment services.