Date: 20110118
Docket: T-1091-09
Citation: 2011 FC 58
Ottawa, Ontario, January 18,
2011
PRESENT: The Honourable Mr. Justice Mandamin
BETWEEN:
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ONTARIO TEACHERS' PENSION
PLAN BOARD
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Applicant
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and
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THE ATTORNEY GENERAL
OF CANADA
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Respondent
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REASONS FOR JUDGMENT AND
JUDGMENT
[1]
This
is an appeal pursuant to subsection 56(1) of the Trade-marks Act, R.S.C.,
1985, c. T-13 (the Act). The applicant challenges the May 8, 2009
decision of Mary Carman, Registrar of Trade-marks, refusing to register the
mark TEACHERS’. The Registrar found the mark is an apt trade term describing
the intrinsic character of the administration, management and investment of a
pension fund for teachers which should be left available for others to use and
is therefore not registrable as being contrary to paragraph 12(1)(b) of the Act.
[2]
The
applicant is the Ontario Teachers’ Pension Plan Board. As its name suggests,
the applicant administers the Ontario Teachers’ Pension Plan. The applicant
applied to register the mark TEACHERS’ (capitalized plural possessive). The
examiners in the Canadian Intellectual Property Office (CIPO) had indicated
that the trade-mark may not be registrable because it is either descriptive or
deceptively misdescriptive of the applicant’s wares and services. After several
exchanges of correspondence, the Registrar refused to registrar the mark
TEACHERS’, concluding it was not registrable as it was contrary to paragraph
12(1)(b) of the Act.
[3]
The
applicant appeals this decision contending that the mark was not clearly
descriptive of the wares and services provided.
[4]
For
reasons that follow, I am dismissing this appeal.
Background
[5]
This
application has been before the CIPO since June of 2002. The relevant events
and dates in this application are as follows:
Date
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Event
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June
20, 2002
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Applicant
applies for the trade-mark TEACHERS’ under no. 1,144,430 for the services
described as “administration of a pension plan, management and investment of
a pension fund for teachers in Ontario.”
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April
29, 2003
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Examiner
finds that the mark may not be registrable because it is either descriptive
or deceptively misdescriptive pursuant to paragraph 12(1)(b) of the Trade-marks
Act, and invites applicant to make submissions.
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August
28, 2003
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Applicant
asks for time extension to reply.
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September
8, 2003
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Time
extension granted to February 29, 2004
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February
29, 2004
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Applicant replies stating the use of an apostrophe “signifies
something belonging to those that teach others.”
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November
9, 2004
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Examiner’s
report sent to applicant finding mark is unregistrable, as “pluralizing a
word cannot save an unregistrable Trade-mark.”
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March
9, 2005
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Applicant
replies to examiner’s report with three pages of arguments asking examiner to
reconsider decision and allow application. Submits that the only service
described in the word Teachers’ is teaching; these are not the services for
which the mark is being registered.
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February
19, 2007
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Examiner
issues a new report maintaining the objection, noting that “it is considered
that the average Canadian would, on first impression and in association with
the applicant’s services, easily and readily understand that the applicant
administers a pension plan, and provides management and investment for a pension
fund, for teachers”.
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June
19, 2007
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Applicant
asks for an extension of time to December 19, 2007.
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June
28, 2007
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Registrar
grants request for extension of time to December 19, 2007.
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July
6, 2007
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Applicant
makes no submission, asks Registrar to withdraw objection or refuse the
application pursuant to subsection 37(1) of the Act in a timely
fashion so that Applicant may pursue appeal to the Federal Court.
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December
19, 2007
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Applicant
repeats previous requests.
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June
2, 2008
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Counsel
for applicant explains applicant is in a contentious dispute with respect to
a mark infringer, remarking that “the slowness of response by the Trade-marks
Office has resulted in prejudice to my client which will continue until a
response is received.”
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August
6, 2008
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Applicant
asks for an answer “as soon as possible.”
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May
8, 2009
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Registrar
maintains the position that the trade-mark is unregistrable in view of
paragraph 12(1)(b) of the Act and refuses the application pursuant to
paragraph 37(1)(b) of the Act.
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July
23, 2009
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Applicant
files an (amended) Notice of Application in the Federal Court.
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Decision Under Review
[6]
The
Registrar communicated her final decision via a letter to the applicant on May
8, 2009 rejecting the application, finding:
“It is my position that the word TEACHERS’,
being the phonetic equivalent of TEACHERS, is an apt trade term for describing
the intrinsic character of the administration, management and investment of a
plan/fund for teachers and as such should be left available for others to use
since descriptive words are the property of all and cannot be appropriated by
one person for their exclusive use.”
[7]
The
Registrar relies on the principle found in General Motors Corp. v Bellows, [1949]
S.C.R. 678, 10 C.P.R. 101 at pp. 112-113 (General Motors Corp. v Bellows):
The rule quoted illustrates
the conflict early recognized by the courts before the subject matter came
under legislation, i.e. between the appropriation by a trader of a word within
the range of language that would ordinarily be used by traders to describe
particular goods, and the right of other traders in the normal carrying on of
their business to employ the same or similar words. In the technique of
advertising, the more complex and expensive the goods are, the greater the
imaginative seeking by those producing them for attractive and arresting words;
but in fixing the limits of legislative protection the courts must balance the
conflicting interests and avoid placing legitimate competition at an undue
disadvantage in relation to language that is common to all. (emphasis added)
[8]
To
reiterate, the Registrar found the trade-mark applied for
by the applicant was unregistrable pursuant to paragraph 12(1)(b) of the Act
and rejected the application pursuant to paragraph 37(1)(b).
Legislation
[9]
The
relevant provisions of the Trade-marks Act, R.S.C., 1985, c. T-13 are
sections 12, 37 and 56:
12.
(1) Subject to section 13, a trade-mark is registrable if it is not
…
(b)
whether depicted, written or sounded, either clearly descriptive or
deceptively misdescriptive in the English or French language of the
character or quality of the wares or services in association with which it is
used or proposed to be used or of the conditions of or the persons employed
in their production or of their place of origin;
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12.
(1) Sous réserve de l’article 13, une marque de commerce est enregistrable
sauf dans l’un ou l’autre des cas suivants :
…
b)
qu’elle soit sous forme graphique, écrite ou sonore, elle donne une
description claire ou donne une description fausse et trompeuse, en langue
française ou anglaise, de la nature ou de la qualité des marchandises ou
services en liaison avec lesquels elle est employée, ou à l’égard desquels on
projette de l’employer, ou des conditions de leur production, ou des
personnes qui les produisent, ou du lieu d’origine de ces marchandises ou
services;
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37.
(1) The Registrar shall refuse an application for the registration of a
trade-mark if he is satisfied that
(a)
the application does not conform to the requirements of section 30,
(b)
the trade-mark is not registrable, or
(c)
the applicant is not the person entitled to registration of the trade-mark
because it is confusing with another trade-mark for the registration of which
an application is pending,
and
where the Registrar is not so satisfied, he shall cause the application to be
advertised in the manner prescribed.
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37.
(1) Le registraire rejette une demande d’enregistrement d’une marque de
commerce s’il est convaincu que, selon le cas :
a)
la demande ne satisfait pas aux exigences de l’article 30;
b) la marque de commerce n’est pas
enregistrable;
c)
le requérant n’est pas la personne qui a droit à l’enregistrement de la marque de commerce parce que cette
marque crée de la confusion avec une autre marque de commerce en vue de
l’enregistrement de laquelle une demande est pendante.
Lorsque
le registraire n’est pas ainsi convaincu, il fait annoncer la demande de la
manière prescrite.
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56.
(1) An appeal lies to the Federal Court from any decision of the Registrar
under this Act within two months from the date on which notice of the
decision was dispatched by the Registrar or within such further time as the
Court may allow, either before or after the expiration of the two months.
(2)
An appeal under subsection (1) shall be made by way of notice of appeal filed
with the Registrar and in the Federal Court.
(3)
The applicant shall, within the time limited or allowed by subsection (1),
send a copy of the notice by registered mail to the registered owner of any
trade-mark that has been referred to by the Registrar in the decision
complained of and to every other person who was entitled to notice of the
decision.
(4)
The Federal Court may direct that public notice of the hearing of an appeal
under subsection (1) and of the matters at issue therein be given in such
manner as it deems proper.
(5)
On an appeal under subsection (1), evidence in addition to that adduced
before the Registrar may be adduced and the Federal Court may exercise any
discretion vested in the Registrar.
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56.
(1) Appel de toute décision rendue par le registraire, sous le régime de la
présente loi, peut être interjeté à la Cour fédérale dans les deux mois qui
suivent la date où le registraire a expédié l’avis de la décision ou dans tel
délai supplémentaire accordé par le tribunal, soit avant, soit après
l’expiration des deux mois.
(2)
L’appel est interjeté au moyen d’un avis d’appel produit au bureau du
registraire et à la Cour fédérale.
(3)
L’appelant envoie, dans le délai établi ou accordé par le paragraphe (1), par
courrier recommandé, une copie de l’avis au propriétaire inscrit de toute
marque de commerce que le registraire a mentionnée dans la décision sur
laquelle porte la plainte et à toute autre personne qui avait droit à un avis
de cette décision.
(4)
Le tribunal peut ordonner qu’un avis public de l’audition de l’appel et des
matières en litige dans cet appel soit donné de la manière qu’il juge
opportune.
(5)
Lors de l’appel, il peut être apporté une preuve en plus de celle qui a été fournie devant le
registraire, et le tribunal peut exercer toute discrétion dont le registraire
est investi.
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(emphasis
added)
Issues
[10]
The
applicant raises one issue. It contends that the Registrar erred in concluding
that the trade-mark applied for was not registrable on the basis that:
“the word TEACHERS’, being the phonetic
equivalent of TEACHERS, is an apt trade term for describing the intrinsic
character of the administration, management and investment of a plan/fund for
teachers and as such should be left available for others to use since
descriptive words are the property of all and cannot be appropriated by one
person for their exclusive use.”
Analysis
Standard of Review
[11]
This
is an appeal pursuant to subsection 56(1) of the Act. Subsection 56(5)
provides that evidence may be adduced in addition to that adduced before the
Registrar, and the Federal Court may exercise any discretion vested in the
Registrar.
[12]
When
new evidence is submitted that is significant and substantial, the Court should
proceed by way of a fresh hearing. The applicable standard
of review for appeals where the issue is a likelihood of confusion was
canvassed by the Supreme Court of Canada in Mattel,
Inc. v 3894207 Canada Inc., 2006 SCC 22, [2006] 1
S.C.R. 772 (Mattel).
Where new evidence had been adduced before the Federal Court but not found
relevant, the applicable standard of review was determined to be reasonableness
simpliciter. However, Justice Binnie
noted a different standard of review would apply where fresh relevant evidence
was adduced in an appeal before the Federal Court at para. 35:
Where fresh
evidence is admitted, it may, depending on its nature, put quite a different
light on the record that was before the Board, and thus require the
applications judge to proceed more by way of a fresh hearing on an extended
record than a simple appeal (PhilipMorris Inc. v. Imperial Tobacco
Ltd. (No. 1) (1987), 17 C.P.R. (3d) 289 (F.C.A.)). Section 56 suggests a
legislative intent that there be a full reconsideration not only of legal
points but also of issues of fact and mixed fact and law, including the
likelihood of confusion. See generally Molson Breweries v.
John Labatt Ltd., [2000] 3 F.C. 145 (C.A.), at paras. 46-51; Novopharm
Ltd. v. Bayer Inc. (2000), 9 C.P.R. (4th) 304 (F.C.A.), at para. 4, and Garbo Creations
Inc. v. Harriet Brown & Co. (1999), 3 C.P.R. (4th) 224 (F.C.T.D.).
[13]
In Molson Breweries v John
Labatt Ltd., [2000] 3 F.C. 145 (C.A.), (Molson Breweries v John Labatt Ltd.) Justice Rothstein (now of the Supreme Court of Canada) stated the following
at paras 46 and 51:
Because of
the opportunity to adduce additional evidence, section 56 is not a customary
appeal provision in which an appellate court decides the appeal on the basis of
the record before the court whose decision is being appealed. A customary
appeal is not precluded if no additional evidence is adduced, but it is not
restricted in that manner. Nor is the appeal a "trial de novo" in the
strict sense of that term. The normal use of that term is in reference to a
trial in which an entirely new record is created, as if there had been no trial
in the first instance. Indeed, in a trial de novo, the case is to be decided only
on the new record and without regard to the evidence adduced in prior
proceedings.
…
I think the
approach in Benson & Hedges v. St. Regis and in McDonald v. Silcorp are
consistent with the modern approach to standard of review. Even though there is
an express appeal provision in the Trade-marks Act to the Federal Court,
expertise on the part of the Registrar has been recognized as requiring some
deference. Having regard to the Registrar's expertise, in the absence of
additional evidence adduced in the Trial Division, I am of the opinion that
decisions of the Registrar, whether of fact, law or discretion, within his area
of expertise, are to be reviewed on a standard of reasonableness simpliciter. However, where
additional evidence is adduced in the Trial Division that would have materially
affected the Registrar's findings of fact or the exercise of his discretion,
the Trial Division judge must come to his or her own conclusion as to the
correctness of the Registrar's decision. (emphasis added)
[14]
In Maison Cousin (1980) Inc. v
Cousins Submarines Inc., 2006 FCA 409, (2006) 60
C.P.R.(4th) 369 (Maison Cousin)
decided after the Mattel decision, the Federal Court of Appeal called for a de novo review in appeal where substantial new
relevant evidence is adduced before the Federal Court at paras 4 and 7:
The appellant
appealed this decision before the Federal Court. Alerted by the comments of the
Registrar's delegate about the flimsy evidence it had in support of its
opposition, the appellant invoked its right under subsection 56(5) to
supplement the evidence on record. It submitted new evidence. The judge
analyzed this new evidence on the basis of the standard of review. He concluded
that it was sufficiently significant and probative and that he had to apply the
standard of correctness. In doing so, the judge unduly restricted his
discretion to intervene, in our view, because having noted the significance and
probative value of the new evidence, he was no longer called on to review the
decision of the registrar's delegate, but rather to decide the issue on the
merits based on the evidence before him.
…
The judge
deciding the issue de novo may intervene without
having to identify any error committed by the delegate and is not obliged to
defer to the delegate's decision. The judge must decide the issue on the basis
of the evidence before him or her and the applicable legal principles. (emphasis
added)
[15]
The approach in Maison
Cousin was applied in a subsequent decision of the Federal Court
of Appeal in Shell Canada Ltd. v P.T. Sari Incofood
Corp, 2008 FCA 279, [2008] 380 N.R. 317.
[16]
Justice
Mainville (now of the Federal Court of Appeal) made an extensive survey of this
question in his judgment in Advance Magazine Publishers, Inc. v Wise Gourmet,
2009 FC 1208, [2009] 356 F.T.R. 270. He found the appropriate standard of
review with respect to whether there would confusion between marks depended on
whether or not parties submitted new evidence to the Court. Justice Mainville
concluded that the question of whether or not new evidence was substantial and
would have materially affected the Registrar’s decision must precede the
analysis of the issue raised on the appeal.
[17]
In
the foregoing cases, the issue on appeal involved the likelihood of confusion
between trade-marks. In my view, the same approach is appropriate to the
question of appeal on whether a trade-mark is a clearly descriptive mark as
contemplated in paragraph 12(1)(b) of the Act. Both issues involve
consideration of the mark itself, interpretation of the mark involved,
assessment of the public impression the mark creates, and its effect on other
enterprises in the same or related areas of commerce.
[18]
During
the first seven years of this application, the applicant provided very limited
arguments and almost no evidence to the Registrar in support of its position.
In its response on February 29, 2004, the applicant presented the argument that
the mark is:
the plural term used to describe one who
instructs or teaches others. The apostrophe signifies something belonging to
those that teach others. The word TEACHERS’ therefore does not describe, or
deceptively misdescribe pension fund services, nor does it describe or
deceptively misdescribe pension fund services for teachers.
[19]
On
March 9, 2005, the applicant submitted a three page argument which presented
case law in reference to section 12(1)(b) of the Act, a dictionary definition
of the word “teacher” from www.dictionary.com, and reference to the CIPO
Trade-mark Database for applications containing the beneficiary of the
applicant’s service as part of the trademark.
[20]
Now,
on appeal, it provides three volumes of evidence contained in two substantial
affidavits in support of its appeal. It is the applicant’s right pursuant to
subsection 56(5) of the Act to submit new evidence on appeal.
[21]
If,
on the one hand, this evidence could not have materially affected the
Registrar’s decision, then the standard of the appeal review is reasonableness.
If, on the other hand, the evidence could have materially affected the
Registrar’s decision, then the appeal is de novo based on the record
before the Registrar as well as the new evidence and all findings of fact, law
and discretion are under consideration:
Molson Breweries v John Labatt Ltd.
[22]
The
new evidence tendered before the Court is principally contained in two
affidavits. Affiant Elenita Anastacio is an experienced trade-mark searcher for
the firm representing the applicant. Deborah Allan is the director of
Communications and Media Relations for the applicant.
[23]
Much
of Ms. Allan’s evidence demonstrates use of the mark TEACHERS’ in public
communications from the applicant including press releases and annual reports.
The thrust of Ms. Allan’s affidavit is to demonstrate that a significant number
of Canadians have been exposed to the use of the trade-mark TEACHERS’. The use
of the mark TEACHERS’ by the applicant is not the most relevant evidence when
inquiring into whether or not the mark is clearly descriptive. However, it is
noteworthy that the exhibits attached to Ms. Allan’s affidavit in one way or another
make express reference to the pension plan for teachers.
[24]
The
evidence of Ms. Anastacio illustrates examples where marks have been registered
that are descriptive of the group targeted, but not of the service offered. For
example, the affiant provides the following marks have been registered:
“Great Teachers” was registered to The
Teaching Company to be used in offering audio visual media on a variety of
academic topics like history, literature science.
“Instant Firefighter” was registered to
Firebusters Inc. for sprinkler systems.
“Principal” was registered to Principal
Financial Services Inc. for financial and investment services.
“Professor Go Metric” was registered for
advertising and promotional materials respecting conversion to the metric
system. In that case, the exclusive use of the words Go and Metric was
disclaimed.
“Professor Perfecto” was registered to
Canada Post Corporation for the operation of a stamp collector’s club.
“Professors House” was registered for
online information and resources relating home, gardening and general topics
concerning lifestyle and quality of life.
“Relating to the Athlete in You” was
registered (and subsequently expunged several years later for non-use) for
financial services.
“The Wealthy Doctor” was registered for
conducting business seminars on financial planning.
“Video Professor” was registered for
computer training services over audio-visual media. The registrant disclaimed
the exclusive use of the word video.
[25]
Ms.
Anastacio’s affidavit includes a list of marks advertised, opposed, rejected,
expunged, allowed and registered in association with pension fund and pension
plan services. The list is lengthy, but registered mark number 10 in the list
stands out: “Business People Buying Businesses.” It is perhaps so generic that
it is not “clearly descriptive”. In contrast, item number 42, “The Retired
Teachers of Ontario”, was opposed and not registered, presumably for giving
rise to a likelihood of confusion.
[26]
Ms.
Anastacio’s affidavit provides a similar lists of marks associated with benefit
plans and retirement plans. In addition, it also provides dictionary
definitions for the words “teacher” and “professor”. Given the readily
ascertainable meaning of the word ‘teacher’, and of its plural possessive, the
meaning of the proposed trade-mark itself is not at issue.
[27]
This
new evidence filed by the applicant does have sufficient bearing on the
question of whether or not the trade-mark in question, TEACHERS’, is clearly
descriptive or misdescriptive as contemplated in paragraph 12(1)(b) of the Act.
The evidence may or may not be determinative of the issue but it does require
consideration anew of the application of paragraph 12(1)(b) of the Act.
[28]
I
conclude the appeal should receive consideration of this matter on the whole of
the evidence. In doing so, I need not identify any error made by the Registrar
nor am I obligated to defer to the Registrar’s decision (Maison Cousin).
Applicant’s Submissions
[29]
The
applicant relies on Thomas J. Lipton, Limited v Salada Foods Ltd.,
[1980] 1 F.C. 740 (T.D.) (Lipton) at paras 5 and 6 to support the
proposition that whether a mark is clearly descriptive is a question of fact to
be determined judicially. Both the evidence and common sense are relevant to
the decision maker considering whether a mark is clearly descriptive.
[30]
The
applicant contends that on first impression, the mark TEACHERS’ is not “clearly
descriptive” of the services associated to its use. It relies on Oshawa Group
Ltd. v Canada (Registrar
of Trade Marks), [1981] 2 F.C. 18, 46 C.P.R. (2d) 145 (T.D.) at para. 11
which reads:
…the decision that a trade mark is
clearly descriptive is one of first impression from which it follows that it is
not the proper approach to critically analyze the words of the mark but rather
to ascertain the immediate impression created by the mark in association
with the services proffered.” (applicant’s emphasis)
[31]
The
applicant stresses that the adjective employed in paragraph 12(1)(b) of the Act,
the term “clearly”, is an essential element in determining whether a
descriptive mark offends the statutory prohibition in the Act against
registration. The applicant refers to Lipton as support for this
requirement. Paragraph 9 of Lipton reads:
Even a "specific
descriptive suggestion or implication" or "a clear implication or
suggestion" that a mark is descriptive or misdescriptive is not sufficient
to disqualify it for registration under section 12(1)(b). That enactment admits
of no mere implication or suggestion. Parliament used the word
"clearly" before the word "descriptive" and
"deceptively" before the word "misdescriptive" and the
Registrar has made no finding that the word was either clearly descriptive or
deceptively misdescriptive. As to whether a mere suggestive description
suffices, one might refer to a decision of the former Exchequer Court of Canada
in the case of Kellogg Company of Canada Limited v. The Registrar of Trade
Marks. (applicant’s emphasis)
[32]
The applicant reviews the CIPO’s reasoning
set out in the various exchanges for its rejection. The CIPO examiners
considered that the mark clearly described that the applicant’s services were a
pension fund for teachers and that this was further established by the use of
the apostrophe which indicates possession of the plan.
[33]
The applicant argues the Registrar has
confused the intended users of the plan as being the same as a particular
character of the service. It points to a finding by the Trade Marks Opposition
Board in Faber-Castell Canada Inc. v Binney & Smith Inc., (1991), 36
C.P.R. (3d) 388 where the board finds the use of the phrase “MY FIRST” in
relation to wares for children. The Board found describing the intended
consumers does not offend paragraph 12(1)(b) stating: “…the fact that the
trademark MY FIRST may indicate that the applied for wares are for young
children does not establish that the mark offends section 12(1)(b) of the Act…The
mark does not, in my view, describe any particular character or quality of the
applied for wares.”
[34]
The applicant argues the Registrar was
wrong to deduce the intended target of services is inherently a characteristic
of that service because, it submits, the Registrar had misread the authority it
was relying on. Instead, the applicant argues that there is a difference
between those who are providing the service described and those who are
targeted by it. It submits that TEACHERS’ describes the people who will use the
service, rather than the financial planners or tax planners who deliver the
service.
[35]
The applicant adds that the Registrar’s
finding TEACHERS’ is an “apt trade term” is also wrong. It argues there is no
relationship between TEACHERS’ as a trade-mark and the services of financial
planning in general: “There is absolutely no evidence that ‘TEACHERS or
TEACHERS’’ are common to the trade or would put competitors at an undue
advantage” (emphasis by applicant). It notes that the evidence of Ms. Anastacio
establishes that existing trade-marks used in connection with financial
planning, pension fund and benefit plan very rarely use the word TEACHERS or
TEACHERS’.
[36]
The
applicant returns to this theme of “services” throughout its submissions: the
trade-mark concerns “services” which involve administration, management and
investment of funds. It says these services are not provided by teachers.
Instead, teachers are the possible end consumers of such services. The applicant
says the mark is not clearly descriptive of services provided as describe by
paragraph 12(1)(b).
[37]
The
applicant traces the variations in wording used by different CIPO examiners and
contends that the examiners miss the point that, to offend paragraph 12(1)(b),
the mark must clearly describe the services and not the persons who may avail
themselves of the services. It points out that the mark TEACHERS' does not
clearly describes the persons who are "employed or engaged in the
provision" of the services of "administration of a pension plan,
management and investment of a pension fund for teachers in Ontario".
Consideration of the
Proposed Trade-Mark in Context
[38]
The applicant
carefully skirts around the elephant in the room - the pension fund itself.
[39]
The
applicant is the Ontario Teachers’ Pension Plan Board. Its staff is the
financial managers who administer, manage and invest a very large pension fund,
the pension fund of Ontario teachers. The Ontario teachers may
be described as the possible end consumers of the financial services provided
by the financial managers of the Ontario Teachers’ Pension Plan Board. The
teachers of Ontario, working or
retired, may also be described as the beneficial owners of the pension fund
itself. In addition, the various enterprises which seek to have the pension
funds invested in their ventures may also be described as possible consumers
Clearly Descriptive
[40]
Paragraph
12(1)(b) of the Act uses the term “clearly descriptive” in relation to
several aspects concerning the use of a proposed trade-mark, namely:
·
the
wares or services in association with which it is used or proposed to be used,
or
·
the
conditions of or the persons employed in their production or of their place of
origin.
[41]
I
agree with the applicant’s submission that TEACHERS’ does not clearly
describe the services provided. Nor do I consider the proposed trade-mark to
describe the conditions of or the persons employed in their production or of
their place of origin.
[42]
However,
the use of the phrase “wares or services” requires consideration of something
more than just services. In my view the pension fund comes within the broader
subject matter encompassed by the phase “wares or services”.
Context
[43]
A
proposed trade-mark is to be considered in context. Paragraph 12(1)(b) specifically
sets out that “wares or services” are to be considered “in association with
which the proposed trade-mark is used or proposed to be used.” As Justice
Cattanach stated in Molson Companies Limited, “the mark must be
considered in conjunction with the wares and not in isolation …” As I noted
earlier, the applicant's evidence listing examples of its actual use of the
proposed trade-mark invariably made reference to the pension plan within the
examples provided.
[44]
I
conclude TEACHERS' is to be considered in the context of a pension fund, in
particular, the Ontario teachers' pension fund.
Wares
or Services
[45]
In
my view, one may consider the meaning of the phrase ‘wares or services’ in
subsection 12(1)(b) of the Act rather than just wares or just services.
Wares are usually regarded as the articles of merchandise or manufacture
while services may be understood as involving activities benefiting another.
However, I do not think it was Parliament’s intention to exclude the various
forms of financial funds from the application of subsection 12(1)(b) as being neither
merchandise nor services. Indeed, I note with some interest although not in
reliance, that the Shorter Oxford English Dictionary Third Edition includes an
obscure definition of ‘ware’ as “invest (money)”. I should think that
Parliament in referring to “wares or services” intended including commercial
financial funds in that broad area of commerce which is the subject matter of
the Act.
Characteristic
[46]
Paragraph
12(1)(b) of the Act also refers to “ the character or quality” of the
wares or services. The word “character” does not necessarily completely describe
the wares or services rather; it describes a distinguishing or prominent
feature of wares or services. In Café Suprême F et P Ltée v Canada (Register of
Trade Marks), [1984] 3 C.I.P.R. 201, 4 C.P.R. (3d) 529 (F.C.T.D.)
(Café Suprême F et P Ltee) Justice Dubé stated:
That is, while the mark “Café Suprême” is
clearly descriptive of the character of the services provided, it should be
borne in mind that the adverb “clearly” is not synonymous here with accurately,
but with apparently, in a manner capable of being readily understood. The
word “character” here means the distinguishing or special feature of the
product or services. (emphasis added)
[47]
This
was reiterated by Madame Justice Tremblay-Lamer in ITV Technologies Inc. v
WIC Television Ltd., 2003 FC 1056 were she stated in para. 67:
With regard to ITV Technologies” first
ground, in order for a mark to be clearly descriptive, pursuant to paragraph
12(1)(b), it must be more that merely suggestive of the character or quality of
the wares or services in association with which it is used or proposed to be
used. The descriptive character must go to the material composition of
the goods or services or refer to an obvious intrinsic quality of the goods
or services which are the subject of the trade mark, such as a feature, trait
or characteristic belonging to the product in itself (Provienzano v.
Registrar or Trade-Marks (1977), 37 C.P.R. (2d) 189.)
(emphasis added)
I take from the
foregoing that a proposed trade-mark that clearly describes a prominent
characteristic of the wares or services will come within the prohibition
against registration in paragraph 12(1)(b).
Common Sense
[48]
In
Neptune S.A. v Canada (Attorney
General),
2003 FCT 715 (Neptune S.A.), Justice Martineau stated that the
decision maker must not only consider the evidence at his or her disposal but
also common sense in the assessment of the facts. Therefore, in assessing the
validity of a proposed trade-mark, one must consider not only the evidence but
have regard to common sense. Moreover, the decision that the trade-mark is
clearly descriptive is to be based on the initial impression having regard to
the wares or services in question: Neptune S.A.
[49]
When
one thinks of a pension fund, one is just as likely, or more likely, to think
of the pensioner or prospective pensioner than the administrator or the manager.
That is, one would more readily think of whom the pension plan is for, in this
case the teachers, rather than who the pension fund is administered by, the
financial managers. Certainly, the people described by the applicant as the
possible end consumers of the services it provides, the Ontario teachers,
would readily consider, on first impression, the proposed trade-mark as
describing their pension fund.
[50]
In
my view, the first impression created by the proposed trade-mark, TEACHERS’,
considering the context of a pension plan, the pension fund itself and the
services provided by the applicant, is that the proposed trade-mark describes a
prominent characteristic of a pension fund for teachers and is caught by
subsection 12(1)(b) as being clearly descriptive even though it does not
describe the administration, management or investment of the pension funds in
question.
Conclusion
[51]
The
fundamental objective of paragraph 12(1)(b) is to prevent a monopoly on the use
of a word common to others providing a similar service: General Motors Corp.
v Bellows. The applicant administers, manages and invests a pension fund
for Ontario teachers.
However, the scope of the proposed trade-mark is national. There are teachers
in other provinces and territories who, no doubt, have pension plans. There are
also other groups of teachers in private schools or institutional settings
within Ontario that are not
necessarily included. They too likely have pension plans or other specialized financial
funds.
[52]
It
is no answer for the applicant to say that there is no evidence in this regard
since it is evidence that one would not expect to be forthcoming from the applicant
in pursuit of registering its trade-mark. On this point, I consider I may rely
on the knowledge and expertise of the Registrar of Trade-marks who stated:
It is my position that the word TEACHERS’, being the phonetic
equivalent of TEACHERS, is an apt trade term for describing the intrinsic
character of the administration, management and investment of a plan/fund for
teachers and as such should be left available for others to use since
descriptive words are the property of all and cannot be appropriated by one
person for their exclusive use. (emphasis added)
The applicant has not provided any evidence
to displace the conclusion by the Registrar that term ‘teachers’, whether
possessive or plural, should be left available for others to also make use of
the term.
[53]
I
conclude the trade-mark in question, the word TEACHERS’ in its plural and
possessive form, is a distinguishing feature, and therefore the character, of
this pension plan because it is a pension plan exclusively for teachers. It
clearly describes a prominent characteristic of the wares or services provided.
Providing the applicant with a monopoly on the use of this word would prevent
other pension or financial services targeted to or belonging to teachers within
Ontario or in other
provinces and territories from using the term.
[54]
In
result, notwithstanding the new evidence submitted, I come to the same
conclusion as the Registrar. The Registrar was correct to find the mark
TEACHERS’ is unregistrable pursuant to paragraph 12(1)(b) of the Act.
[55]
The
appeal is dismissed.
Costs
[56]
The
applicant sought an order for costs. Since the applicant is unsuccessful, I do
not make any order of costs in favour of the applicant.
[57]
On
the other hand, the Registrar serves in an official function in making
determinations pursuant to the Act with respect to trade-mark
applications. The Respondent has not responded on behalf of the Registrar to
oppose this appeal and has not incurred costs in this regard.
[58]
Accordingly
I do not make any order as to costs.
JUDGMENT
THIS COURT
ORDERS AND ADJUDGES that:
1.
The appeal is dismissed.
2.
No order for costs is made.
“Leonard S. Mandamin”