HORIZON PARTNERS
More than a wealth advisor. We are your partner for life.
Wealth management built around who you are, not just what you have.
OUR LEGACY
Deeply rooted in Northern Ontario.
Horizon Partners is a Sudbury-based financial planning team with over two decades of experience helping professionals, business owners, retirees, and families build lasting financial confidence.
We specialize in working with professionals, physicians, executives, business owners, and high-net-worth individuals and retirees who deserve advice as sophisticated as their lives. Whether you’re navigating a career transition, planning to sell your business, approaching retirement, or protecting the wealth you’ve built, we are here for every chapter.
THE APPROACH
Financial planning that fits your life, not a template.
Every client who walks through our door is unique. That’s why we begin with listening. Your goals, your family, your career, your timeline, these shape everything we do. We don’t offer generic portfolios. We offer a relationship.
Vicki Battah, CFP®, and Robbie Jones, CIM®, combine their complementary expertise to deliver thoughtful, personalized financial guidance for every client. Vicki brings deep experience in comprehensive financial planning, while Robbie provides disciplined portfolio management and investment strategy, ensuring clients receive well-rounded advice tailored to every stage of their financial journey.
WE PROUDLY SERVE:
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Physicians
Specialized strategies for medical professionals with complex corporate and income structures.
Executives
Strategic financial planning for executives and senior professionals.
Professional Women
Navigating complex intersections of career growth, family wealth, and legacy planning.
Business Owners
Strategic planning for growth, corporate succession, and tax-efficient exits.
Retirees
Designing sustainable income plans that ensure lifestyle security and multi-generational legacy.
High-Net-Worth
Concierge-level wealth management tailored for the families of Northern Ontario.
Meet the people behind your plan.
Our partners bring over 40 years of combined experience to your financial life, combining rigorous
technical proficiency with a deeply personal approach to stewardship.
When you work with Horizon Partners, you work with all of us. Every member of our team plays a specific role in your financial journey, and over time, you’ll come to know each of them personally.
SCROLL TO MEET THE TEAM 
ROBBIE JONES, CIM®
— Managing Partner, Associate Portfolio Manager | Senior Investment & Insurance Advisor, iA Private Wealth | Horizon Partners Ltd.
As Co-Owner and Managing Partner of Horizon Partners, Rob serves as the firm’s lead advisor and a steady guide for clients navigating complex wealth management decisions. Since beginning his career in 2002, he has dedicated over two decades to helping Canadians achieve financial clarity through a disciplined, education-first approach. Holding the Chartered Investment Manager® (CIM®) designation, the industry’s leading credential for portfolio management, Rob focuses on investment strategy and portfolio management, providing a high-quality client experience that combines technical expertise with personalized financial planning. He is recognized for his ability to make complex market concepts easy to understand, fostering transparent, long-term relationships built on consistency, integrity, and results. Rob’s professional approach is grounded in a commitment to being a reliable presence for clients through every stage of their financial journey, especially during periods of market volatility. Outside of the office, he maintains an active lifestyle through mountain biking, skiing, and hockey, while staying sharp on global economic trends as an avid reader. A proud father of two, Rob finds his greatest fulfillment in supporting Bay & Griffin as they enter adulthood and begin to pursue their own goals.
Vicki Battah, CFP®
— Managing Partner, Horizon Partners Financial Planner, Senior Investment Advisor, iA Private Wealth Insurance Advisor, Horizon Partners Ltd.
Vicki leads the strategic direction of Horizon Partners as Co-Owner and Managing Partner, serving as a Senior Investment and Insurance Advisor with a specialized focus on comprehensive financial planning. Since entering the industry in 2002, she has grown from an administrative professional into a dedicated industry leader, earning her CERTIFIED FINANCIAL PLANNER® (CFP®) designation and building a reputation for excellence across Ontario. She oversees all insurance and pension strategies with a unique emphasis on the “human side” of finance, her true strength lies in navigating the psychology of planning, helping clients uncover biases and shift their perspectives to align their wealth with their deepest values and long-term goals. Vicki’s approach is defined by a commitment to clarity and relationship-driven service, ensuring that even the most complex strategies remain both accessible and meaningful for her clients. Beyond her work at the firm, she is an active community leader, serving as a Board Member for the Sudbury Women’s Centre. Currently pursuing her Certified Executor Advisor (CEA) designation to further elevate her expertise, Vicki balances her professional ambitions with a focus on personal growth, fitness, and travel alongside her daughter, Charlotte.
ANNETTE DORION
— Licensed Assistant, iA Private Wealth
Annette serves as a Licensed Assistant and a senior cornerstone of the team, bringing 20 years of industry experience to the firm’s administration and portfolio management. Since advancing from an entry-level position into a leadership role, she has become an integral part of daily operations, overseeing all trading, transactions, and administrative processes with meticulous efficiency. Her extensive tenure is a testament to the deep expertise she has built across every facet of investment administration and the unwavering trust she has earned from both colleagues and clients. Known for her loyalty and a genuine client-first mindset, Annette approaches her work
with a rare blend of high-level accuracy and a warm, approachable nature. She takes great pride in building meaningful relationships, often welcoming clients into her office for a personal conversation as much as for professional business. Outside of her professional life, Annette embraces the natural beauty of the Sudbury area at her camp alongside her husband, Andrew, and their dog, Aspen. As a recent empty nester, she enjoys travelling and exploring new destinations, balancing her dedicated career with a passion for discovery.
KARLY YOUNG
— Branch Administrator
Karly serves as a key member of the team, specializing in insurance and pension administration with a focus on precision and client care. Over her five-plus years in the wealth management industry, she has developed a deep understanding of complex financial services, managing the initiation and tracking of all insurance cases. As a primary point of contact, she guides clients through the application process with clarity,
ensuring that every inquiry is handled with the proactive mindset and critical thinking that have become her professional hallmarks. Currently pursuing her Life Insurance License to further expand her expertise, Karly is
known for an intuitive, client-focused approach that ensures no detail is overlooked. Her dedication to delivering value is matched by a reputation for being the funniest person in the room, bringing a unique blend of professionalism and positivity to the firm. Outside of work, she is a devoted aunt to her three nephews and niece and is widely recognized for her selfless nature and love for animals.
MEGAN MATCHEM
— Branch Administrator
Megan brings a unique blend of high-level organization and proactive coordination to the team, serving in a vital dual capacity that bridges portfolio management and financial planning. Originally joining the firm five years ago, her natural alignment with the team’s vision and her exceptional work ethic quickly transformed a temporary role into an indispensable long-term position. Leveraging an extensive background in management, she excels at forecasting requirements and overseeing multifaceted priorities with a precision that keeps the organization’s numerous dynamic components perfectly synchronized.
Currently enhancing her expertise by pursuing her securities license, Megan is defined by her forward-thinking approach and a steadfast commitment to high-quality work. Her ability to maintain meticulous attention to detail while balancing diverse responsibilities reflects a deep dedication to the clients she serves. This high-energy approach extends
to her personal life as a mother of three active hockey players and a partner in her husband’s Copper Cliff restaurant, The Cliff. Whether she is at the arena or in the office, Megan truly embodies the mantra: if you want something done right, ask a busy person.
KATARINA ANTONACCI
— Client Service Associate
Katarina, affectionately known as “Kat” around the office, serves as the driving force behind the firm’s daily operations and the overall client experience. With over 10 years of experience on the team, she acts as a foundational leader and a true anchor for the organization, utilizing her deep understanding of the business to ensure every interaction is handled with warmth, professionalism, and intention. From coordinating complex schedules and travel to overseeing internal projects, Kat is cross-trained
across all areas of the firm, maintaining a seamless and elevated environment for every client who walks through the door. Her expertise lies at the intersection of operational management and thoughtful client
care, she is often the creative mind behind the personal touches and gestures that make clients feel truly seen. Known for her rare combination of high-energy positivity and meticulous attention to detail, Kat is as dedicated to her community as she is to the office. When she isn’t managing a busy household as a mother of three young children,
she shares her passion for movement as “Miss Kat” at Dance Evolution, where she teaches and inspires young dancers
LEADERSHIP
Guided by expertise, driven by relationships.
Our partners bring over 40 years of combined experience to your financial life, combining rigorous
technical proficiency with a deeply personal approach to stewardship.
Robbie Jones, CIM®
— Co-Owner & Managing Partner Associate Portfolio Manager | Senior Investment & Insurance Advisor, iA Private Wealth | Horizon Partners Ltd.
Robbie leads our portfolio management strategy, applying disciplined institutional-grade analysis to private portfolios. His expertise helps business owners navigate the complexities of corporate asset growth.
Vicki Battah, CFP®
— Co-Owner & Managing Partner Financial Planner | Senior Investment & Insurance Advisor, iA Private Wealth | Horizon Partners Ltd.
Vicki specializes in comprehensive financial planning for families and medical professionals. With a focus on multi-generational wealth, she ensures that every strategy accounts for the human element of finance.
OUR PROCESS
The Horizon Framework.
A strategic roadmap designed to evolve with your life. We don’t just manage assets; we orchestrate your financial future.
01. Understand your goals
Every relationship starts with listening.
Before we talk about investments, strategies, or timelines, we take the time to understand what matters most to you, your family, your career, your responsibilities, and the life you want to build.
Because the right financial plan doesn’t start with numbers.
It starts with clarity.
02. Build your strategy
Once we understand where you are and where you want to go, we build a strategy designed specifically for you.
Your assets, income, tax structure, risk tolerance, and long-term objectives are all considered, not in isolation, but as part of a complete financial picture.
No templates. No shortcuts. Just a plan that fits your life.
03. Guide every life transition
Life doesn’t stand still, and neither should your financial plan.
From career changes and business growth to family milestones and retirement planning, we stay actively involved, adjusting your strategy as your life evolves.
We’re not just here for the big moments.
We’re here for everything in between.
04. Protect and grow your legacy
Building wealth is one thing. Protecting it is another.
We put strategies in place to manage risk, reduce tax exposure, and ensure your wealth continues to grow in a way that aligns with your long-term vision.
So what you’ve built doesn’t just last, it works harder for you over time.
05. Stay with you for the long term
This isn’t a one-time plan. It’s a long-term relationship.
We stay connected, proactive, and accountable, revisiting your strategy, refining your approach, and making sure everything continues to align with your life as it changes.
Because real financial planning isn’t about a single decision.
It’s about having the right team beside you for every decision that follows.
OUR PROCESS
Sudbury's financial planning team,
rooted in community, recognized for excellence.
CFP
CERTIFIED
FINANCIAL
PLANNER ON STAFF
CIM
CHARTERED INVESTMENT MANAGER ON STAFF
iA
CIRO REGULATED
& CIPF PROTECTED.
Canada’s largest independent wealth management firm
Why our clients stay, and why they refer their colleagues
Our clients don’t just stay for the returns (though we work hard for those too). They stay because Annette knows their portfolio inside and out. Because Katarina remembers their daughter’s name. Because Vicki picks up when they call. Because Robbie takes the time to explain why, not just what. That’s the Horizon Partners difference.
Your next chapter starts here.
Whether it’s meeting in our Sudbury office on Larch Street or
starting with a conversation over coffee, we can’t wait to meet
you.
Get in Touch
SPEAK WITH OUR ADVISORS
Virtual Meeting
Connect with us remotely
705.669.1160
40 Larch Street, Suite 300, Sudbury ON, P3E 5M7