Robbie Jones

Senior Investment Advisor
Horizon Partners
HollisWealth, a division of Industrial Alliance Securities Inc.
Insurance Advisor
Hollis Insurance Inc.

As the Managing Director of Horizon Partners, Rob’s main focus is helping clients understand their own financial situation, empowering them to achieve their financial and life goals and customizing their plans as those goals change and evolve. Financial literacy is something that Rob is very passionate about, and educating clients to understand their own financial situation as well as he does is at the forefront and main focus of his work. His philosophy is: “It’s not enough that I understand it, my goal is that you are empowered with enough knowledge to understand it yourself”. This can become difficult for a lot of clients, as the more wealth you have the more complicated the strategies can be. Over the past eighteen years, our goal has been to build the best service-oriented firm in Canada with outstanding client longevity. Rob is a Senior Investment Advisor with HollisWealth, a division of Industrial Alliance Securities Inc., and an Insurance Advisor with Hollis Insurance Inc. Rob has received much recognition throughout his career, which stands as a testament to the work he puts forward and the value he places on long lasting client relationships.

Rob is married with two children. In the summer you can certainly find him on the golf course or out in the surrounding trails mountain biking. In the winter he enjoys skiing and hockey and any activity that involves the outdoors.

Note: Rob no longer services clients on the MFDA platform.

Vicki Battah

Investment Advisor
Horizon Partners
HollisWealth, a division of Industrial Alliance Securities Inc.
Insurance Advisor
HollisWealth Insurance Inc.

Vicki oversees all aspects of the business management. She is the firm’s pension advisor and is an Insurance Advisor with Hollis Insurance Inc. Vicki is also registered as an Investment Advisor with HollisWealth, a division of Industrial Alliance Securities Inc. Financial management & financial literacy is such a dominant need in our lives and over the past sixteen years Vicki’s main goal and focus has been to continually raise the bar for the client experience at Horizon Partners Ltd. Her work is dedicated to ensuring the firm is always advancing forward by distinguishing the firm’s value offering from its peers in the industry.

Vicki dedicates her free time to travel, reading, continuing education and enjoying an active lifestyle with her husband and young daughter.

Note: Vicki no longer services clients on the MFDA platform.

Tyler Gliebe, CIM

Investment Advisor
HollisWealth, a division of Industrial Alliance Securities Inc.

Tyler is one of Horizon Partner’s investment advisors and became part of the team after completing an internship with the firm in his final year of university where he graduated from the Commerce program at Laurentian University. He works along side Robbie in creating financial plans that reflect our clients’ goals and also supports the portfolio construction process. Tyler is a scholar with a great aptitude for the investment industry and quickly picked up on the core fundamentals and principals of investment management. Tyler continued to further his education and went on to complete his Chartered Investment Manager designation. He also works alongside Vicki in managing the firm’s pension plans.

In his free time he enjoys being out on the golf course and playing hockey.

Matthew Albiani, BBA, CFP

Insurance Advisor
Hollis Insurance Inc.

An academic All-Canadian from Acadia University, Matthew has an extensive background in implementing tax efficient wealth protection and intergenerational wealth transfer solutions for affluent families. His experience provides him with an in-depth knowledge of the investment, risk management and estate planning process, as well as a broad understanding of the issues related to personal finances and financial planning. Matthew has a background as an accountant with a national accounting firm where he worked with owners of prominent private businesses across Canada. His approach to the clients’ financial well-being serves him well in the administration of wealth planning for entrepreneurs and their families, physicians, senior executives and professional athletes. Matthew holds the Certified Financial Planner (CFP) designation.

Matthew enjoys spending time outdoors with his wife and two young kids.  He also enjoys weekends at his family cottage and he is an avid golfer, skier, hockey and squash player.

Todd from Horizon Partners

Todd Payzant

Mortgage Agent

Todd was born in Southern Ontario &  raised in the United States where they resided  for his father’s job as VP of International Banking with Scotiabank. Following in his father footsteps with over 23 years of experience himself, Todd established a career in the mortgage industry and holds the title of Accredited Mortgage Professional with the Financial Services Commission of Ontario. Todd started his career in Sudbury with Scotiabank as a Mortgage Development Manager obtaining the title as # 1 Mortgage Agent for Scotiabank across the country. Todd branched out in 2014 and became a mortgage broker with Dominion Lending where he established his own business. Todd has a team of five mortgage agents under management and covers all of Canada.

Todd has been listed in the Canadian Mortgage Professionals top 75 mortgage brokers across the country since 2014, and top 25 brokers with smaller markets since 2014. In 2018 Todd was nominated for National Broker of the year.

Todd is married & has two boys. He is an avid traveller, and in his spare time he enjoys golf in the summer, and in the winter when he is not carting his two boys in between arenas you can find him on the ice himself.

annette

Annette Dorion

Investment Support Specialist, Horizon Partners
Licenced Assistant, HollisWealth Advisory Services Inc.

Annette is Horizon Partners’ Investment Support Specialist, and is a Licensed Assistant with Holliswealth as an Investment Representative. She is dedicated to providing excellent customer service while handling the administration of all investment accounts at Horizon Partners, and has been with the firm for nine years. She enjoys spending most of her free time at the cottage with her family.

Katarina

Katarina Antonacci

Client Relations

Katarina has been with Horizon Partners for over 3 years. She is a Cambrian College alumni, where she graduated from the Business Administration program. Katarina has an integral role in the firm. She is the epicenter of the office. Our clients have come to adore her as we do. She has an infectious and enthusiastic disposition. Katarina ensures that our clients receive outstanding service inside and outside the office. She co-ordinates all functions and manages client care. Katarina has a very large role as she also supports and works alongside all departments.

Katarina was born and raised in Sudbury. Among being a very busy mom she is also very selfless with her time. When she is not with her family, you can find her at the dance studio where she is a dance instructor with Dance Evolution.

Karly from Horizon Partners

Karly Young

Investment & Insurance Co-ordinator

Karly is the newest member of the Horizon Partners team. She has recently started her career in the financial services industry and has been with the company for almost 2 years. Karly has very quickly adapted to the fast-paced, service-driven and detail-oriented service model. She carries a dual role as she supports the firm in both investment and insurance departments. Karly is currently studying to write her life insurance license.

In her spare time she works on home renovation projects and has a great passion for interior design.