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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

Horizon Partners

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Greater Sudbury, ON
Horizon Partners

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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.

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.”

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.

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.

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.

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.

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.

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.

09/16/2026

The least glamorous part of a financial plan is the part that protects everything else in it. It is easy to focus on returns and forget that your single biggest asset is your ability to earn.

An illness or injury that interrupts that income can undo years of careful progress. That is what disability and critical illness coverage are for.

They are not exciting, and that is the point. They quietly hold your plan together on the day something goes wrong, so your savings, your family, and your goals stay intact.

The right amount and structure depend on your income, your obligations, and what you already have in place.

If you are not certain your coverage matches the life you have built, we can stress test the what if together.

The advice you need. The service you deserve.

09/14/2026

TFSA or RRSP in 2026? For most Sudbury professionals the honest answer is both, in the right order.

The RRSP gives you a deduction now and is taxed later, which tends to help most when your income and your tax rate are high today. The TFSA gives you no deduction now, but every dollar of growth comes out tax free, and you keep full flexibility for any goal.

Many high earning professionals fill the RRSP first for the deduction, then build the TFSA for flexibility, but the right order depends on your income, your timeline, and your bigger plan.

Not sure which to prioritise this year? Send us a message.

The advice you need. The service you deserve. This is general information, not individual advice.

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.

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

http://www.horizonpartners.ca/

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