THE FORTIFIED PORTFOLIO
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Serial Number

99517828

Owner

Picton Mahoney Asset Management

Attorney

Bradley L. Cohn

Filing Date

Nov 26, 2025

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THE FORTIFIED PORTFOLIO Trademark

Serial Number: 99517828

THE FORTIFIED PORTFOLIO is a trademark filed by Picton Mahoney Asset Management on November 26, 2025. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific), Class 45 (Legal & Security Services). The application is currently pending registration.

Owner Contact Info

Picton Mahoney Asset Management (10 trademarks)

33 Yonge Street, Ste. 830
Toronto, Ontario M5E1G4 , CA

Entity Type: 02

Trademark Details

Filing Date

November 26, 2025

Registration Date

Not Registered

Goods & Services

Software as a service (SaaS) services featuring software tools for managing, tracking, analyzing, comparing and reporting investment portfolios; providing access to reports generated through online use of non-downloadable software to store, manage, track, analyze, compare and report financial investment data

Advisory services relating to financial asset management; alternative financial asset funds management; financial asset and portfolio management services; financial asset management services; financial asset management; investment and management of funds; investment counselling, financial planning and portfolio management; investment management; financial management in the field of investment portfolios; mutual funds and capital investment; financial wealth management services; financial services, namely, wealth management services; financial investment and portfolio management services; financial advisory and consultancy services, namely, investment counselling services and advice on alternative financial strategies; financial portfolio management, namely, management of separated portfolio accounts and asset management services; financial consultation services in the field of constructing investment portfolios; financial consultation services in the field of selecting financial assets for investments; financial consultation services in the field of selecting alternative assets and alternative assets funds for investment, including precious metals, collectibles, real estate, commodities, private equity, distressed securities, hedge funds, exchange funds, carbon credits, venture capital, film production, financial derivatives, cryptocurrencies, non-fungible tokens (NFTs), tax receivable agreements, forestry and shipping; Providing financial and investment information services, namely, trading analysis and financial information based on financial indices; financial services, namely, calculating financial indices for investment funds, providing trading of investment funds based on financial indices, trading of investment funds index futures, providing financial indices based on selected groups of securities including investment funds, providing financial indices, providing financial indices in the nature of quantitative measurements for analyzing the performance of investment funds, providing financial indices of select securities and investment funds to enable consumers to evaluate investments and market trends in the investment market

Licensing of intellectual property to others in the field of financial indices.

Filing History

TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 22, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 22, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 22, 2026 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 22, 2026 GNRN
NON-FINAL ACTION E-MAILED
Apr 22, 2026 GNRT
NON-FINAL ACTION WRITTEN
Apr 22, 2026 CNRT
ASSIGNED TO EXAMINER
Mar 31, 2026 DOCK
APPLICATION FILING RECEIPT MAILED
Nov 26, 2025 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 26, 2025 NWOS
NEW APPLICATION ENTERED
Nov 26, 2025 NWAP