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

Description

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
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Acquirer
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/
EBITDA
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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