Wealth Creation, Preservation & Tax Efficiency

You've built success in your own domain. This event brings together two perspectives on what comes next: Growing Wealth through curated global Private Market Opportunities, and protecting it through sound Tax and Estate Planning. Join us for an evening of open bar, appetisers, and candid conversation with two companies that help business owners and investors like you every day. What to Expect Two expert-led sessions on the topics of wealth creation and preservation An evening built for connection - open bar, appetizers, and structured networking Direct access to both speakers at this invite-only event where you can ask questions and follow up one-on-one Segment 1 | Wealth Creation and Growth through Private Market Opportunitiesby Malkiat Judge, CEO, Roots Funding Malkiat Judge is the Founder and CEO of Roots Global Group Ltd. Roots Funding is licensed by the Ontario Securities Commission as an exempt market dealer, giving investors access to curated private equity and credit opportunities through a transparent, efficient, institutional grade marketplace, with operations spanning Canada, the US, UK, UAE, and the EU.In this segment, Malkiat explores wealth creation and growth: how business owners can extend beyond their own company equity into vetted private market opportunities, and how PMX and Roots Funding are bridging the gap between investor demand and growing companies. Segment 2 | Wealth Preservation, Tax Efficiency and Estate Planningby Hardeep Virk, Principal & CPA, Wealth Cloud Accounting Hardeep Virk is a Chartered Professional Accountant with Wealth Cloud Accounting, Mississauga based firm providing corporate tax, personal tax, bookkeeping, and strategic financial planning services to individuals and businesses across Canada. His work centers on helping clients build financial strategies that hold up over time, not just at tax season. He has over 30 plus years of experience in the industry. In this segment, Hardeep covers wealth preservation: tax-efficient structures and estate planning considerations for business owners, including practical steps for protecting assets, minimizing tax exposure, and planning for a smooth transition of wealth across generations. Additional Details Dress code: Business casual RSVP: Invite Only