INTRODUCTION

We chose this because we love it. And it shows.

Finance can feel intimidating. Jargon-heavy. Transactional. We set out to build something different, a firm where clients feel known, heard, and genuinely cared for. Since 2002, Horizon Partners has grown from a shared belief: that exceptional financial planning is as much about relationships as it is about returns. When you become our client, you don’t just get a customized financial plan, you gain a team of six people who are invested in your success.

The Horizon difference

What we believe

We believe financial freedom looks different for everyone. For a physician in their 40s, it might mean paying off debt and building an investment strategy that works around an irregular income. For a senior partner at a law firm, it might mean succession planning and protecting the wealth she’s spent decades building. For a business owner approaching an exit, it might mean converting the value of a lifetime of work into a retirement that’s truly theirs. For a retiree navigating CPP, OAS, and RRIF drawdowns, it might mean making sure their money outlasts them, and that their estate goes where they intend. For a young professional couple in Sudbury, it might mean their first home, their first RRSP, and a plan that grows with them.

We believe every one of these conversations deserves the same depth of care.

Meet the people behind your plan.

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

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. FULL BIO

ROBBIE JONES, CIM®— Co-Owner & Managing Partner Associate Portfolio Manager | Senior Investment & Insurance Advisor, iA Private Wealth | Horizon Partners Ltd.

Vicki started her career in the wealth management industry in 2002. At a young age, she began in an administrative role and quickly developed a passion for planning. Spanning two decades in .... FULL BIO

VICKI BATTAH— Managing Partner, Horizon Partners Financial Planner, Senior Investment Advisor, iA Private Wealth Insurance Advisor, Horizon Partners Ltd.

Annette has the longest tenure with over 15 years on the team. Annette started in an entry level position and almost immediately made her way into managing the office. Annette is responsible for every trade and transaction that takes place as requested by the Advisors, FULL BIO

ANNETTE DORIAN— Licensed Assistant, iA Private Wealth

Karly has been with the team for 5 years. Karly quickly grasped the complex world of insurance, is extremely intelligent and always eager to learn more, proactive and an acute attention to details she has become an invaluable asset to the company. Karly is responsible for ... FULL BIO

KARLY YOUNG— Branch Administrator

Megan filled out a maternity leave for Katarina two years ago and once that role was nearing completion, we asked her to join us full time. We believe that when you find good quality employees that understand your vision and work ethic never let them go, so we begged her to stay! ... FULL BIO

MEGAN MATCHEM— Branch Administrator

Katarina has been with the team for 6 years. She is the first person our clients see when they come through the door and her warm smile and infectious personality are not soon forgotten. Kat, as she is known around the office, manages our front desk and the day-to-day operations... FULL BIO

KATARINA ANTONACCI— Client Service Associate

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.

We have been with Horizon Partners for well over 20 years starting off as health care professionals with a young family. Horizon Partners went above and beyond financial guidance and investment planning to provide us with a long term plan for all major life decisions including retirement, children’s education, buying insurance, and wills and succession planning. Their trustworthiness was earned early on and it is this relationship which formed the solid ground work to where we are today as retirees living our lives well without financial worries. We would not be where we are without their guidance. It is reassuring to know that Rob and Vicki are looking out for the next generation as they continue their work with our adult daughters.

Having worked with Vicki & Rob since the early 2000s, I can confidently say that this team has been an incredible advisors. Their dedication, knowledge, and personal approach make you feel valued beyond just being a client—it feels like family. I highly recommend her to anyone seeking trusted financial guidance to build wealth and to build a successful retirement.

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.

Working with Robbie Jones and the team at Horizon Partners has been an exceptional experience for our family. From the very beginning, we felt genuinely cared for, not just as clients, but as people. Robbie and his staff take the time to understand our current financial situation, our future goals, and what matters most to us personally. What we appreciate most is the honest, thoughtful advice we receive. Whether discussing short-term decisions or long-term planning, we always feel confident that the guidance is sincere, practical, and truly in our best interest. The entire team is professional, approachable, and always available to answer questions or provide reassurance when needed. Most importantly, Horizon Partners has created an environment where we feel like part of a family. That level of trust, personal attention, and genuine care is rare, and we are incredibly grateful to have Robbie and his team helping guide our financial future and now that of our adult children.

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 principal 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.

I have been a client with Horizon Partners and had Robbie Jones as my advisor since he began his career in the early 2000's. When I became a client I didn't have much money to invest, but with his guidance and support I was able to save enough to put my two kids through university and am looking forward to a comfortable retirement in the next few years. I have always felt comfortable and at ease discussing my financial goals and setbacks with this team. Everyone in the office is engaging, helpful and knowledgeable.

We live this. And every day, we're grateful our clients let us live it with them.

WE LIVE THIS, EVERY SINGLE DAY.

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.

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705.669.1160

40 Larch Street, Suite 300, Sudbury ON, P3E 5M7