Horizon Partners

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 Inves

tment 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.

06/15/2026

This Father’s Day, we want to celebrate a specific kind of dad.

The one who works hard so his family does not have to worry. The one who thinks about the future before his kids ever do. The one who shows up quietly, consistently, and without asking for recognition.

At Horizon Partners, we work with a lot of those dads every day. We help them build the financial plan that backs up everything they are already working toward.

This week, we are giving one of them something back.

He already has his clubs ready. He just needs the excuse. We are giving away a Golf Sudbury gift card so Dad can finally get out on the course and enjoy the day he has more than earned.

To enter:
1. Follow Horizon Partners | Sudbury Wealth Management Advisors
2. Like this post
3. Tag the hardworking dad in your life in the comments
4. Share this post to your story and tag us

Winner announced Saturday, June 19 at 5pm. Open to Sudbury and Northern Ontario residents.

He works hard for his family every day. This one is for him.

Your financial plan should be a living document.If any of these sound familiar, it may be time to revisit your strategy....
06/12/2026

Your financial plan should be a living document.

If any of these sound familiar, it may be time to revisit your strategy.

You have had a significant income change in the past year. You are incorporated and have not reviewed your structure recently. Your insurance coverage has not been updated since you bought your home. You are within 10 years of retirement and do not have a drawdown plan in place. Your plan was built more than three years ago and has not been looked at since.

Financial planning is not a one-time event. It is an ongoing relationship between you and someone who genuinely understands your goals.

If you have not reviewed your plan recently, we are here.

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

Book a consultation at horizonpartners.ca or call us at 705.669.1160.

This Father’s Day, we want to celebrate a specific kind of dad.The one who works hard so his family does not have to wor...
06/08/2026

This Father’s Day, we want to celebrate a specific kind of dad.

The one who works hard so his family does not have to worry. The one who thinks about the future before his kids ever do. The one who shows up quietly, consistently, and without asking for recognition.

At Horizon Partners, we work with a lot of those dads every day. We help them build the financial plan that backs up everything they are already working toward.

This week, we are giving one of them something back.

He already has his clubs ready. He just needs the excuse. We are giving away a Golf Sudbury gift card so Dad can finally get out on the course and enjoy the day he has more than earned.

To enter:
1. Follow .partners
2. Like this post
3. Tag the hardworking dad in your life in the comments

Winner announced Saturday, June 13. Open to Sudbury and Northern Ontario residents.

He works hard for his family every day. This one is for him.

Horizon Partners | More than a financial advisor. We are your partner for life.

This is why we do what we do.“Working with Robbie and Vicki has been an exceptional experience. Their personalized appro...
06/05/2026

This is why we do what we do.

“Working with Robbie and Vicki has been an exceptional experience. Their personalized approach and responsiveness have always made us feel supported and confident in our decisions. In particular, their thoughtful retirement planning guidance played a key role in helping us both achieve early retirement, something we are incredibly grateful for. Over the years, they have consistently demonstrated professionalism, care, and a genuine commitment to our financial well-being.”
— G&L

Early retirement does not happen by accident. It is the result of a plan built carefully over years, revisited, refined, and executed with discipline.

If you are wondering what is possible for your financial future, that conversation starts with a phone call.

We are here when you are ready.
Book a free consultation today!
horizonpartners.ca | 705.669.1160

Something we have been working on is finally here.Horizon Partners has a brand new website - and we could not be more pr...
06/01/2026

Something we have been working on is finally here.

Horizon Partners has a brand new website - and we could not be more proud of it.

Over the past several months, we took a hard look at how we present ourselves online. We asked: does this reflect who we actually are? The depth of our team, the sophistication of our work, the care we bring to every client relationship?

The answer was: Not yet.

The new horizonpartners.ca is cleaner, more intentional, and built to serve the professionals, business owners, physicians, and families who trust us with their financial futures.

Take a look. We would love to hear what you think.

Visit us at horizonpartners.ca

Financial planning and family go hand in hand.At Horizon Partners, we understand that life does not pause for a meeting....
05/19/2026

Financial planning and family go hand in hand.

At Horizon Partners, we understand that life does not pause for a meeting. That is why our Sudbury office includes a dedicated playroom so your children are comfortable and entertained while you focus on what matters most: your financial future.

No scrambling for a sitter. No distracted conversations. Just a calm, focused meeting with a team that is genuinely invested in your family.

Because the best financial plan is one you can actually sit down and build.

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

horizonpartners.ca | [email protected] | 40 Larch Street, Suite 300, Sudbury ON

One of the most common questions we hear from clients approaching retirement in Sudbury:”Do I actually have enough and w...
05/13/2026

One of the most common questions we hear from clients approaching retirement in Sudbury:

”Do I actually have enough and will it last?”

The honest answer depends on factors most generic retirement calculators do not account for: your CPP and OAS timing, your RRIF drawdown strategy, your actual expected expenses during retirement, how long you expect your money to last, and your estate wishes.

At Horizon Partners, we build retirement income plans that answer these questions clearly. No jargon. No guesswork.

Whether you are 5 years out or already there, it is never too early or too late to have this conversation.

The advice you need. The service you deserve.

[email protected] | horizonpartners.ca | 40 Larch Street, Suite 300, Sudbury ON

Happy Mother’s Day!To the moms who plan ahead so their families don’t have to worry. To the caregivers, the breadwinners...
05/10/2026

Happy Mother’s Day!

To the moms who plan ahead so their families don’t have to worry. To the caregivers, the breadwinners, the ones who hold everything together quietly.

And to everyone celebrating the people they love today, in whatever form that takes.

At Horizon Partners, our work is always about the people behind the plan. Today, we just want to say thank you.

From our family to yours.
Vicki, Robbie, Annette, Karly, Megan and Katarina

Your financial plan should grow with your life. Here are 5 signs it may not be keeping up. 1. Your income has changed si...
05/06/2026

Your financial plan should grow with your life. Here are 5 signs it may not be keeping up.

1. Your income has changed significantly and your plan has not been reviewed since.
2. Your business plan and your personal plan operate in two completely separate worlds.
3. You do not have a clear answer to: what happens if I cannot work for 6 months?
4. Retirement is something you are planning to figure out later.
5. You are not confident your estate goes where you actually want it to.

If any of these sound familiar, that is exactly the conversation we are here for.

Horizon Partners | Sudbury, ON
horizonpartners.ca | [email protected]

Mother’s Day Giveaway!!! 💐This one is for the mom who answered emails at 6am, made it to the school concert by 6pm, and ...
05/04/2026

Mother’s Day Giveaway!!! 💐

This one is for the mom who answered emails at 6am, made it to the school concert by 6pm, and still checked in on everyone before bed.

The one who took a call during dinner because it could not wait, and still made sure the kids felt like they were the most important part of her day. The one who gave everything at work and somehow had more to give when she walked through the front door.

She does not do it for the recognition. But this Mother’s Day, she deserves it anyway.

Horizon Partners has teamed up with to celebrate TWO people at once: the mom who gives everything, and the person who sees her.

Here is what is up for grabs:
• A bouquet from Ramsey Floral for the mom you tag
• A bouquet from Ramsey Floral for YOU, the person who tagged her

How to enter:
1. Tag all the moms you know in the comments below
2. Follow and
3. Share this post to your story for a bonus entry. Tag us so we can see it!

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

Alerts

Be the first to know and let us send you an email when Horizon Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category