Wealth Creation, Preservation & Tax Efficiency
About This Event
This is a private evening for accredited, professional, and Institutional Investors, as well as established business owners, looking to extend their expertise into the world of private capital investing for mutual growth.
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 Opportunities
by 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 Planning
by 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