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.
Company Details
- Employees
- 4
- Founded
- -
- Address
- Greater Sudbury, Ca
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- horizonpartners.ca
- Keywords
- Wealth Management, Estate Planning, Succession Planning, Financial Planning, Insurance, RRSP, RESP, TFSA, LIF, LIRA, Group Health Benefits and Retirement Savings Plans, Executive Compensation Plans, Personal CFO Services, Financial Management, Retirement Planning.
- HQ
- Greater Sudbury
Horizon Partners Questions
Horizon Partners's website is horizonpartners.ca
Horizon Partners's LinkedIn profile is https://ca.linkedin.com/company/horizonpartnersltd
Horizon Partners has
4 employees.
View email and phone details for 4
employees at Horizon Partners.
Horizon Partners's industry is
Financial Services
Horizon Partners's top competitors are
Herbert Schonken, Cpa,
Blues In Commerce,
Zain Financial Services,
The Nexxus Group,
Jfh Cfo Services,
Dyer & Company C.p.a.'s -,
Clifton Star Resources Inc (Cfo),
Cpaskull,
Rational Capital Investment Fund (University Of Toronto),
Innova Capital.
Horizon Partners's categories are Financial Services
Horizon Partners's founding year is 1996
