Excel Funds Management Overview

  • Founded
  • 1998
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
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
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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
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 »