A client who’s held a mutual fund for a long time can have significant capital gains, so liquidating all at once wouldn’t be ideal. Ahead of a move, “if you can strategically offset [the gain] over ...

Winnipeg-based IGM Financial Inc. released fourth-quarter results on Thursday that showed record-high assets amid net inflows. The firm’s net earnings were $254.7 million in the quarter ended Dec. 31, ...