MS
Matthew W. Shannon
AUGUST GROUP
TORONTO, M5H 4A6
Some features on this profile are disabled
CRD#: 7320935
MS
Professional summary
Matthew Woeller John Shannon is a registered financial advisor currently at AUGUST GROUP .
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Matthew has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.Quartexx Management Inc. Not investment-related 5910 ch. de la Cote-de-liesse, Mount-Royal, Qu�bec, Canada Holding company for Quartexx Hockey Inc. and Quartexx Basketball Inc. Director and owner 16.9% through holding company 9436-4064 Qu�bec inc. Start Date: 2020/08/27 1 hour per week total 2.The August Group Limited Not-investment related 5910 ch. de la Cote-de-liesse, Mount-Royal, Qu�bec, Canada Holding company for The August Group Capital Limited, August Lifestyle Inc. and The August Group Marketing Limited Director and 20% shareholder through holding company 9438-7792 Qu�bec Inc. 1 hour per week total Start date: 2020/05/26 3.Quartexx Hockey Inc. (and its Subsidiary Quartexx USA inc.) Not-investment related 5910 ch. de la Cote-de-liesse, Mount-Royal, Qu�bec, Canada Global boutique agency dedicated to helping professional hockey players and their families achieve lifelong success on and off the ice Director & Officer 2 hours per week total Start date: 2016/10/28 4.August Lifestyle Inc. Not-investment related 5910 ch. de la Cote-de-liesse, Mount-Royal, Qu�bec, Canada Provides members with access to dedicated lifestyle managers tasked with fulfilling their day to day needs and requests Director 0.1 hours per week total Start date: 2020/09/01 5.The August Group Marketing Limited Not-investment related 5910 ch. de la Cote-de-liesse, Mount-Royal, Qu�bec, Canada Marketing business providing endorsement and sponsorship sourcing services to clients Director 0.1 hours per week Start date: 2021-02-01 6.Junxion Performance Inc. Not Investment-related 5910 ch. de la Cote-de-liesse, Mount-Royal, Qu�bec, Canada Fitness and Sport Performance Director 0.1 hours per week Start date: 2021-05-27 7. August Icon Marketing Inc. Not Investment-related 5667 Palm Drive, Hawthorne, CA 90250 Marketing business providing endorsement and sponsorship sourcing services to clients Owner, director, and treasurer 0.1 hours per week Start date: 2021-11-09 4 holdings companies 100% owned by Matthew Shannon: 1. 9436-4064 Qu�bec inc. (owns 16.9% of Quartexx Management Inc.) Start date: 2021-02-27 - time: 0 hours per week - Sole Director and President 2.9436-4072 Qu�bec inc. (owns 21.25% of The August Group Capital Limited) Start date: 2021-03-01 - time: 0 hours per week - Sole Director and President 3.9438-7792 Qu�bec inc. (owns 20% of The August Group Limited) Start date: 2021-04-26 - time: 0 hours per week - Director and President 4.KaiShannon Investments Inc. - set up to hold shares in potential future business ventures Start date: 2021-04-26 - time: 0 hours per week - Sole Director and President 1 Business consulting company owned 100% by Matthew Shannon: 1. KaiShannon Consulting Inc. Start date: 2021-08-30 - time: 1 hour per week - Sole Director and President
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Woeller John Shannon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 7, 2021 - Present
AUGUST GROUP
Office #1: 705-320 Bay Street, Toronto, M5H 4A6RIA
CRD#: 311499
TORONTO,
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AG
AUGUST GROUP
AUGUST CAPITAL | THE AUGUST GROUP CAPITAL LIMITED | AUGUST GROUP CAPITAL | AUGUST GROUP
CRD#: 311499 / SEC#: 801-120147
RIA
Registered Investment Advisory firm - (1/13/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(12/7/2021)
Exams
Current Firm
AG
AUGUST GROUP
AUGUST CAPITAL | THE AUGUST GROUP CAPITAL LIMITED | AUGUST GROUP CAPITAL | AUGUST GROUP
CRD#: 311499 / SEC#: 801-120147
RIA
Registered Investment Advisory firm - (1/13/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
705-320 Bay Street, Toronto, M5H 4A6
Mailing Address
Phone number
(438) 792-5161
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 397 |
| AUM (Assets Under Management) | $ 649,737,846 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/08/2025 | ||
| 09/12/2024 |
Red Flags
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