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Excel Funds Management

Excel Funds Management?uq=2zON1W4M
1998 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Investment Banks
Other Industries
Other Financial Services
Acquirer
Sun Life Global Investments
Primary Office
  • 2810 Matheson Boulevard
  • East Suite 800
  • Mississauga, Ontario L4W 4X7
  • Canada

Excel Funds Management Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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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