Horizon Partners

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Horizon Partners More than investment advisors. We are family. We help our clients navigate their finances so that they can plan for a financial future without sacrifices.

We believe in Lifestyle Planning, prioritizing your passions, your happiness, and your personal well-being. From financial planning to pension services, and everything in between, we work with our clients to create a financial plan perfectly tailored to their lifestyle. Our team is led by experienced professionals, including Vicki Battah, CFP®, Managing Partner at Horizon Partners and Senior Investment Advisor with iA Private Wealth, and Robbie Jones, CIM®, Managing Partner at Horizon Partners and Associate Portfolio Manager with iA Private Wealth. Together, they bring extensive expertise in financial planning, investment management, and insurance advisory* services to help you achieve your goals. Whether it is meeting in the office or grabbing a cup of coffee, we can’t wait to meet you!

*Insurance Advisors with Horizon Partners Ltd. Insurance products and services are offered through Horizon Partners Ltd., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

Financial confidence starts with understanding.Our Managing Partner, Vicki Battah, CFP®, was proud to lead “Financial Fo...
10/26/2026

Financial confidence starts with understanding.

Our Managing Partner, Vicki Battah, CFP®, was proud to lead “Financial Foundations for Women” at the Between Us Ladies: Imperfection Lives Here event at Science North.

The focus was simple: understand your money, ask the right questions, and build a plan for the life you want. Too often, women are made to feel they should already have all the answers. This was a space to learn openly, without judgment.

Supporting and educating women has always been at the heart of Vicki’s work. Thank you to the organizers and to every woman who joined us. Imperfection lives here

If you own a business or practise through a professional corporation, your company can be one of your most effective pla...
10/21/2026

If you own a business or practise through a professional corporation, your company can be one of your most effective planning tools.

How you pay yourself, what you keep invested inside the corporation, and how you provide benefits and retirement savings for your team and yourself all shape your long-term picture. There is no single right answer, but there is a right answer for you, and the end of the year is a good time to revisit it.

Our team works with business owners and incorporated professionals across Northern Ontario. We are here when you want to talk it through.

 

It is Small Business Week in Canada, and we want to talk about the asset many owners leave out of their financial plan: ...
10/19/2026

It is Small Business Week in Canada, and we want to talk about the asset many owners leave out of their financial plan: the business itself.

Succession planning is not only for owners ready to step away. The smoothest transitions often start five to ten years ahead, with clear answers on what the business is worth, who will take it over, how the transfer will be structured for tax, and how the plan holds up if something unexpected happens along the way.

Swipe through for the questions every owner should be asking, and reach out when you are ready to connect your business plan to your personal one.

A financial plan is not something you create once and file away. It is meant to grow and change with you. Starting or in...
10/14/2026

A financial plan is not something you create once and file away. It is meant to grow and change with you.

Starting or incorporating a practice, stepping into a partnership, a change in your family, an inheritance or a move toward retirement can all reshape your cash flow, your taxes and your long-term goals at the same time.

That is why we revisit and refine your plan as your life evolves. If something has changed for you this year, it may be time for a conversation.

The advice you need. The service you deserve.”

Happy Thanksgiving from all of us at Horizon Partners.This weekend, we are grateful for the clients who trust us with th...
10/12/2026

Happy Thanksgiving from all of us at Horizon Partners.

This weekend, we are grateful for the clients who trust us with their plans, their goals and their families. Being part of your story is a privilege we never take for granted.

We hope you enjoy a restful long weekend with the people who matter most.

Our office is closed today and reopens Tuesday, October 13.

More than a wealth advisor. We are your partner for life.

October is Women’s History Month in Canada, and we want to talk about the difference financial education makes. Women o...
10/07/2026

October is Women’s History Month in Canada, and we want to talk about the difference financial education makes.


Women often navigate distinct financial realities, from longer life expectancy to career interruptions to balancing personal and professional goals. In our experience, the women who feel most confident about their finances are the ones who understand their plan: what they own, why they own it, and how it supports the life they want.


That is why we explain the why, not just the what. If you would like a plan you truly understand, our team would love to meet you.


More than a wealth advisor. We are your partner for life.

This October, we are dedicating the month to financial planning.Three quarters of the year are behind us, which makes th...
10/02/2026

This October, we are dedicating the month to financial planning.

Three quarters of the year are behind us, which makes this a natural time to ask a few good questions. Does your plan still reflect your life today? Are there year-end decisions you would rather make with intention than in a rush in December?

Over the coming weeks we will share practical planning ideas for professionals, business owners and families across Sudbury and Northern Ontario. Follow along, and when you are ready for a conversation, we are here.

More than a wealth advisor. We are your partner for life.

Today, on the National Day for Truth and Reconciliation, the Horizon Partners team pauses to honour the children who nev...
09/30/2026

Today, on the National Day for Truth and Reconciliation, the Horizon Partners team pauses to honour the children who never returned home from residential schools, the Survivors, and their families and communities.

Reconciliation is not a single day. It is an ongoing commitment to listen, to learn, and to act with respect. Here in Greater Sudbury, on the traditional lands of the Atikameksheng Anishnawbek, we are committed to doing that work every day.

Every Child Matters.

Legacy is not what you leave behind. It is what you set in motion.Most people think of legacy planning as a will and a s...
09/23/2026

Legacy is not what you leave behind. It is what you set in motion.

Most people think of legacy planning as a will and a signature, something to handle later. But a legacy is bigger than a document. It is the family cottage that stays in the family. The business that carries on without a stumble. The values, and the wealth, that reach the next generation the way you intended, not the way circumstance decides.

The hard truth is that a lifetime of careful work can unravel quickly without a plan. Wealth can pass slowly, be taxed more heavily than it needed to be, or create tension among the people you love most. A clear legacy plan does the opposite. It brings your estate, your tax strategy, and your wishes into one coordinated picture, so what you built becomes a gift rather than a burden.

Here in Northern Ontario, we have spent more than two decades helping families protect what matters to them. We ask the questions that are easy to postpone, and we build the plan that answers them, so your family inherits clarity and confidence instead of uncertainty.

If your legacy is worth a lifetime of work, it is worth a plan. Let us start the conversation.

The right mortgage is a financial decision, not just a transaction.A mortgage sits at the centre of your broader financi...
09/21/2026

The right mortgage is a financial decision, not just a transaction.

A mortgage sits at the centre of your broader financial picture, yet it is too often handled in isolation from the rest of your plan. For high net worth clients, business owners, and investors, the wrong structure can quietly work against everything else you are building.

As part of our commitment to comprehensive financial guidance, we connect you with a trusted network of strategic mortgage specialists. We do not provide mortgage services directly. Instead, we work closely with experienced lending professionals who understand the complexities of high net worth planning, investment properties, business ownership, and customized financing solutions.

Our role is simple. We make sure you are introduced to the right professionals, the ones who align with your financial strategy and your long term goals, so your financing decisions move in step with the rest of your plan rather than against it. The result is a seamless, coordinated experience, with your interests at the centre of every conversation.

If a mortgage or refinancing decision is on your horizon, let us connect you with the right people.

Address

40 Larch Street, Suite 300
Greater Sudbury, ON
P3E5M7

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+17056691160

Website

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