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.

Twenty-eight years. Three generations. One relationship.Some relationships are measured in transactions. The ones we are...
09/09/2026

Twenty-eight years. Three generations. One relationship.

Some relationships are measured in transactions. The ones we are proudest of are measured in decades, and in the families who grow alongside us. We are deeply grateful to Dr Moe and Lucie St Martin for sharing their story, and for the trust they have placed in Robbie and Vicki since the very beginning.

“The St Martin family are proud and honoured to provide a testimonial regarding our professional association with Robbie Jones and Vicki Battah. We have been clients who have experienced a 28-year relationship. From humble Sudbury mining roots our family has learned and been mentored in the principle of proper wealth management. Lucie and I have enjoyed the journey and appreciated the opportunity to introduce and involve our 3 children, their spouses, and our 6 grandchildren.”
Dr Moe and Lucie St Martin

From Sudbury mining roots to three generations planning together, this is what we mean when we say we are more than wealth management. We are family. Thank you, St Martin family, for letting us walk this journey with you.

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

This week we marked Labour Day, a day to honour the work that builds a life and a business. For the owners among you, it...
09/07/2026

This week we marked Labour Day, a day to honour the work that builds a life and a business. For the owners among you, it raises a question that is easy to postpone: what happens to that business when you are ready to step away?

A succession plan is not only for the day you retire. It protects your family, your employees, and the value you have spent years creating if the unexpected arrives sooner. It answers who takes over, how the transition is funded, and how the wealth inside your business moves into the next chapter of your life.

Here in Northern Ontario, we help owners plan that handover with a steady hand, so the legacy you built passes on the way you intended. If a transition is on your horizon, near or far, let us map the financial side with you.

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

Most people think financial planning equals picking the right investments. That mindset is outdated. The advisors doing ...
09/02/2026

Most people think financial planning equals picking the right investments.

That mindset is outdated. The advisors doing this well in 2026 are building one integrated plan that covers tax strategy, estate planning, insurance and risk protection, and investment strategy.

Real financial planning is about making sure every piece of your financial life is talking to every other piece.

If your advisor is only talking to you about returns, you are only getting part of the picture.

Visit the link in our bio to learn more.

September is a season of transition. For some families, new school routines. For others, helping a child move into resid...
08/31/2026

September is a season of transition. For some families, new school routines. For others, helping a child move into residence or start their first semester.

After years of saving, an RESP becomes real: tuition, books, rent, and opportunity for your child.

Two reminders we share every year:

Start small. A habit of $25 or $50 a month matters more than the first amount.

The government adds $20 for every $100 you contribute, up to $500 a year per child and $7,200 for life. Start early and time does the rest.

Building an RESP or preparing for that first year? We would be glad to help you think it through.

To learn more, click the link in our bio.

Horizon Partners works with people whose financial lives require a more specialized approach. From incorporated physicia...
08/28/2026

Horizon Partners works with people whose financial lives require a more specialized approach. From incorporated physicians and executives to high-net-worth families and employers, our clients value advice that’s tailored, thoughtful, and built for real complexity.

If your needs go beyond basic planning, we’re here to help you move forward with clarity.

Employers who want to attract and retain great people need more than a job posting and a paycheque.Pension and group ben...
08/25/2026

Employers who want to attract and retain great people need more than a job posting and a paycheque.

Pension and group benefits can play a meaningful role in supporting employee wellbeing, strengthening loyalty, and building a workplace culture people genuinely want to be part of. Horizon Partners works alongside business owners across Northern Ontario to build benefits strategies that support both their people and their performance.

If it has been a while since you reviewed your business benefits, we would love to help you take a fresh look. Reach out to us today!

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

One of the most overlooked parts of financial planning is the “what if” conversation.We do not talk about risk managemen...
08/17/2026

One of the most overlooked parts of financial planning is the “what if” conversation.

We do not talk about risk management and insurance because we expect the worst. We talk about it because protecting the future you are working to build matters just as much as growing it. Income protection, critical illness coverage, life insurance: these are not just policies, they are peace of mind for you and the people who depend on you.

The strongest financial plans are the ones built with protection in mind from the start.

If it has been a while since you looked at what your plan covers, now is a good time. Give our team a call at 705.669.1160 to book a meeting!

A financial plan should do more than sit in a folder. It should adapt as life changes, help you make decisions with more...
08/11/2026

A financial plan should do more than sit in a folder. It should adapt as life changes, help you make decisions with more confidence, and give you a clearer view of what’s possible. At Horizon Partners, planning is a living process built around your goals, priorities, and evolving circumstances. If your situation has changed, your plan should too.

Reach out to our team to talk through what’s changed and what your plan needs next.

The family camp: a treasured gift, or an unexpected burden?It is July, which means many families across Northern Ontario...
07/31/2026

The family camp: a treasured gift, or an unexpected burden?

It is July, which means many families across Northern Ontario are spending their weekends by the lake at the family camp. For most, this property is far more than real estate. It is where summers are spent, traditions are built, and generations come together.

It is also one of the most complicated assets we discuss in estate planning.

Many parents dream of keeping the camp in the family and passing it to their children. What they may not picture is the capital gains tax, the ongoing costs, the disagreements between siblings, or the honest question of whether their children actually want the property, can afford it, or are prepared to own it together.

Consider a camp purchased 50 years ago for $50,000 that is now worth close to $1 million. That increase in value can create a substantial capital gain, and many families no longer have the receipts for the improvements that could reduce it. Transferring the property to children now, in the hope of avoiding probate, often triggers that tax during your lifetime instead, when your retirement savings are still needed to support you.

The real questions are not simply who should inherit the camp. They are:

Do the children genuinely want it, and do they all want it equally?

Can they afford the ongoing costs?

Where will the money come from to pay the eventual tax?

If one child wants it and the others do not, can the estate be balanced using other assets or life insurance?

The good news is that tension and hard feelings are not inevitable. With early conversations, careful planning, and the right structure, whether that is an updated Will, a shared ownership agreement, an equalization strategy, or a life insurance policy, the camp can remain the gift you always intended it to be.

While everyone is gathered together this summer, it may be the perfect time to start the conversation.

Read the full 10 minute guide: link in our bio!

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

A strong financial plan does not stop at investments.At Horizon Partners, we have built a network of trusted professiona...
07/29/2026

A strong financial plan does not stop at investments.

At Horizon Partners, we have built a network of trusted professionals who work alongside our team to support every dimension of your financial life.

Estate planning and corporate law. Mortgage expertise. Real estate strategy. Brand and marketing support for business owners.

When you work with us, you have access to the right people at the right time.

Click the link in our bio to meet our strategic partners.

horizonpartners.ca | 705.669.1160

WealthManagement

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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