Excel Funds Management Overview

  • Founded
  • 1998

  • 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
Investment Banks
Other Industries
Other Financial Services
Sun Life Global Investments
Primary 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
Vishal Chetan Chief Financial Officer
Brenda Rego Chief Compliance Officer & Legal Counsel
Christine Tan Chief Compliance Officer & Senior Portfolio Manager
To view Excel Funds Management’s complete executive team members history, request access »