Excel Funds Management Overview

  • Year Founded
  • 1998

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Excel Funds Management General Information


Provider of investment management and advisory services. The company's investment management and advisory services include investing in a variety of capital market instruments, funds and stocks, enabling investors to get good returns on their investments.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Sun Life Global Investments
Corporate Office
  • 2810 Matheson Boulevard
  • East Suite 800
  • Mississauga, Ontario L4W 4X7
  • Canada

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Excel Funds Management Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Excel Funds Management Executive Team (4)

Name Title Board Seat Contact Info
Bhim Asdhir Founder, President & Chief Executive Officer
Christine Tan Chief Compliance Officer & Senior Portfolio Manager
You’re viewing 2 of 4 executive team members. Get the full list »

Excel Funds Management FAQs

  • When was Excel Funds Management founded?

    Excel Funds Management was founded in 1998.

  • Who is the founder of Excel Funds Management?

    Bhim Asdhir is the founder of Excel Funds Management.

  • Who is the CEO of Excel Funds Management?

    Bhim Asdhir is the CEO of Excel Funds Management.

  • Where is Excel Funds Management headquartered?

    Excel Funds Management is headquartered in Mississauga, Canada.

  • What industry is Excel Funds Management in?

    Excel Funds Management’s primary industry is Asset Management.

  • Is Excel Funds Management a private or public company?

    Excel Funds Management is a Private company.

  • What is Excel Funds Management’s current revenue?

    The current revenue for Excel Funds Management is 000000.

  • When was Excel Funds Management acquired?

    Excel Funds Management was acquired on 03-Jan-2018.

  • Who acquired Excel Funds Management?

    Excel Funds Management was acquired by Sun Life Global Investments.

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