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 FREEBALANCE & DESIGN — 0887922

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No endorsement of any products or services is expressed or implied.

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Some of the information on this Web page has been provided by external sources. The Government of Canada is not responsible for the accuracy, reliability or currency of the information supplied by external sources. Users wishing to rely upon this information should consult directly with the source of the information. Content provided by external sources is not subject to official languages, privacy and accessibility requirements.

Application number

0887922

Registration number

TMA534702

Type(s)

Design

Category

Trademark

CIPO Status

REGISTERED

TM5 status

LIVE/REGISTRATION/Issued and Active
The trademark application has been registered with the Office.

Filed

1998-08-21

Registered

2000-10-16

Registration Expiry Date

2030-10-16

Registered Owner

FreeBalance Inc.
343 Preston Street, Suite 400
Ottawa
ONTARIO K1S1N4

Agent

GOWLING WLG (CANADA) LLP
SUITE 2600, 160 ELGIN STREET
OTTAWA
ONTARIO K1P1C3

Documents

View documents

Index headings

  • FREEBALANCE
  • FREE BALANCE

Vienna information (Code & Description)

26.3.1
One triangle
A 26.3.6
Triangular figures with one or more convex or concave sides
A 26.3.24
Triangles with dark surfaces or parts of surfaces

Goods (Nice class & Statement)

9
(1) Computer software used for accounting, budgeting, fund management, expenditure and revenue tracking and financial analysis relating to financial, management, business and administrative fields; pre-recorded CDROMs featuring information and software for use in accounting, financial, business, management and administrative applications, namely, software for accounting, budgeting, investing, tracking expenses, revenue, and purchases, creating spreadsheets and reports, tax planning, conducting transactions, invoicing, procurement, reporting on financial statements, and for accessing accounting and financial services over computer and communication networks including global computer networks and on-line services.
9
(3) Government resource management systems software and electronic manuals therefor, namely, downloadable software for use by governments to manage their budgets and financial resources, and downloadable software for use by governments to manage their budgets and financial resources and downloadable electronic instructional manuals therefor sold as a unit; software for use in accounting, financial, business, management and administrative applications, namely, software for accounting, for budgeting namely creating and managing budgets, for financial investing, for tracking expenses, revenue, and purchases, for creating spreadsheets and commercial and financial reports, for tax planning, conducting commercial and financial transactions, invoicing, procurement of contracts for the purchase of goods and services of others, reporting financial statements, and for accessing accounting and financial services over computer and communication networks including global computer networks and on-line services; software for human resource and payroll management; computer software for accessing, querying and analyzing information stored in databases and data warehouses; computer software for providing on-line database in the field of transaction processing to upload transactional data, provide statistical analysis, and produce notifications and reports; computer software for project management; computer software for database management; computer software for document management; computer software for inventory management.
16
(2) Printed publications, namely, brochures, manuals and course materials relating to financial, management, business and administrative software.

Services (Nice class & Statement)

35
(6) Accounting advisory services; accounting consultation; consultancy and advisory services provided to governments in the fields of business operations and administration of business affairs in relation to government operations; providing consultation services to governments in the fields of business administration and administration of business affairs conducted by the government; business management and enterprise organization consultancy, provided to governments; personnel recruitment consultancy; consultancy relating to personnel management; compilation of statistics; statistical analysis and reporting services provided to governments for business purposes; business management services relating to information and data compiling and analyzing provided to governments; economic analysis.
36
(7) Advisory services relating to financial planning; financial analysis and preparation of reports relating thereto; financial analysis and research services; financial analysis consultation services; financial investment advisory services; advisory services relating to financial asset management; advisory services relating to financial risk management; debt management consultancy
38
(1) Providing access to computer programs and data networks, in particular, on a global computer network and world wide web in the fields of finance, accounting, business, management and administration; electronic transmission of computer programs and data on a global computer network.
41
(2) Customer support services, namely providing software and documentation upgrades and training for the installation and operation thereof; technical support services, namely, training services relating to accounting, administrative, financial, management and business systems.
41
(3) Educational and training services, namely organizing, and providing classes, seminars, lectures in the fields of business, management, finance and administration.
41
(8) Computer training; educational and training services, namely, conducting seminars, courses, and workshops in the fields of computers, information technology, the use of computer software, computer networks, and computer programming; educational services in the field of financial planning and management; educational and training services, namely, conducting seminars, courses, and workshops in the fields of business and government management, financial management, and accounting.
42
(4) Customer support services, namely providing computer software consultation services and providing software and documentation upgrades by providing access thereto and providing support services for the installation and operation thereof; technical support services, namely, installation, implementation services relating to accounting, administrative, financial, management and business systems.
42
(5) Online services, namely, online computer consultation services in the fields of accounting, finance, business, management and administration.
42
(9) Providing software as a service (SAAS) services featuring government resource management systems software, namely, providing software as a service (SAAS) services featuring software for use by governments to manage their budgets and financial resources; providing software as a service (SAAS) services featuring computer software used for accounting, for budgeting namely creating and managing budgets, for fund management, expenditure and revenue tracking and financial analysis relating to financial, management, business and administrative fields; providing software as a service (SAAS) services featuring software for use in accounting, financial, business, management and administrative applications, namely, software for accounting, for budgeting namely creating and managing budgets, for financial investing, for tracking expenses, revenue, and purchases, for creating spreadsheets and commercial and financial reports, for tax planning, conducting commercial and financial transactions, invoicing, procurement of contracts for the purchase of goods and services of others, reporting financial statements, and for accessing accounting and financial services over computer and communication networks including global computer networks and on-line services; providing software as a service (SAAS) services featuring software for human resource and payroll management, computer software for project management, computer software for database management, computer software for document management, and computer software for inventory management; providing software as a service (SAAS) services featuring computer software for accessing, querying and analyzing information stored in databases and data warehouses; providing software as a service (SAAS) services featuring computer software for providing an on-line database in the field of transaction processing to upload transactional data, provide statistical analysis, and produce notifications and reports; computer software project management services; design, development and implementation of software; computer software consultancy; computer software technical support services.

Claims

  • Used in CANADA since at least as early as October 1997 on goods (1), (2) and on services (2),(4)
  • Declaration of Use filed September 12, 2000 on services (1),(3),(5)

Recordals (known also as Footnotes)


Security Agreement Placed on File / Accord de sécurité inscrit au dossier
DATE RECORDED / DATE CONSIGNEE: 2001-08-01
DATE OF CHANGE / DATE DE CHANGEMENT: 2001-08-01
COMMENTS / COMMENTAIRES: GATX/MM VENTURE FINANCE PARTNERSHIP
Voir Preuve au dossier/See evidence on File No. 564918
Owner Address Change / Changement d'adresse du propriétaire
DATE REGISTERED / DATE DE L'ENREGISTREMENT: 2003-03-05
COMMENTS / COMMENTAIRES: Voir Preuve au dossier/See evidence on File No. 765498
Owner Address Change / Changement d'adresse du propriétaire
DATE REGISTERED / DATE DE L'ENREGISTREMENT: 2003-07-07
COMMENTS / COMMENTAIRES: Voir Preuve au dossier/See evidence on File No. 765499
Owner Address Change / Changement d'adresse du propriétaire
DATE REGISTERED / DATE DE L'ENREGISTREMENT: 2013-06-27
COMMENTS / COMMENTAIRES: Voir Preuve au dossier/See evidence on File No. 765498
Owner Address Change / Changement d'adresse du propriétaire
DATE REGISTERED / DATE DE L'ENREGISTREMENT: 2013-06-27
COMMENTS / COMMENTAIRES: Voir Preuve au dossier/See evidence on File No. 765498
AMENDMENT TO REGISTRATION / MODIFICATION A L'ENREGISTREMENT:
TYPE OF AMENDMENT / GENRE DE MODIFICATION: Paragraph 41(1)(a) - Owner Information / Alinéa 41(1)(a) - information sur le propriétaire
DATE REGISTERED / DATE DE L'ENREGISTREMENT: 2013-07-04
DATE OF CHANGE / DATE DE CHANGEMENT: 2013-07-04
COMMENTS / COMMENTAIRES: Voir Preuve au dossier/See evidence on File No. 887922
Owner Address Change / Changement d'adresse du propriétaire
DATE REGISTERED / DATE DE L'ENREGISTREMENT: 2019-02-19
COMMENTS / COMMENTAIRES: Voir Preuve au dossier/See evidence on File No. 887922
Security Agreement Removed / Accord de sécurité retiré
DATE RECORDED / DATE CONSIGNEE: 2025-06-17
DATE OF CHANGE / DATE DE CHANGEMENT: 2025-06-11
COMMENTS / COMMENTAIRES: GATX/MM VENTURE FINANCE PARTNERSHIP
AMENDMENT TO REGISTRATION / MODIFICATION A L'ENREGISTREMENT:
TYPE OF AMENDMENT / GENRE DE MODIFICATION: Additional Goods and Services / Produits et services supplémentaires
DATE REGISTERED / DATE DE L'ENREGISTREMENT: 2026-01-09
FILING DATE / DATE DE PRODUCTION: 2023-04-27
COMMENTS / COMMENTAIRES: Goods (3) and Services (6) to (9) added.

Action History

Actions
Action Action date Due date Comments
Filed 1998-08-21
Created 1998-08-26
Formalized 1998-08-27
Search Recorded 1999-02-25
Examiner's First Report 1999-03-02 1999-07-02
Correspondence Created 1999-08-26 1999-12-26
Approved 2000-01-06
Advertised 2000-02-09 Vol.47 Issue 2363
Allowed 2000-04-27
Allowance Notice Sent 2000-04-27 2001-08-21
Agent Name Changed 2000-07-04
Rep for Service Name Changed 2000-07-04
Registered 2000-10-16 2015-10-16
Security Interest Placed 2001-08-01 Security Agreement Placed on File / Voir Preuve au dossier/See evidence on File No. 564918
Amendment to Registration 2003-03-05 Owner Address Change / Voir Preuve au dossier/See evidence on File No. 765498
Amendment to Registration 2003-07-07 Owner Address Change / Voir Preuve au dossier/See evidence on File No. 765499
Amendment to Registration 2013-06-27 Owner Address Change / Voir Preuve au dossier/See evidence on File No. 765498
Amendment to Registration 2013-06-27 Owner Address Change / Voir Preuve au dossier/See evidence on File No. 765498
Amendment to Registration 2013-07-04 Section 41(1)(a) - Owner Information / Voir Preuve au dossier/See evidence on File No. 887922
Renewed 2015-10-16 2030-10-16 DP:2015/06/18 RD:2015/06/16 RR:(8390) GOWLING LAFLEUR HENDERSON LLP
Rep for Service Name Changed 2016-02-25
Amendment to Registration 2019-02-19 Owner Address Change / Voir Preuve au dossier/See evidence on File No. 887922
Nice Class(es) Acceptance Letter Sent 2023-05-08
Security Interest Removed 2025-06-17
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