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More than a wealth advisor.

We are family.

The feeling of a large family might be something you are familiar with, or something you have only seen in films. Regardless, we know where you can find it:

Here.

When you are our client, Horizon Partners with iA Private Wealth is your home.

 We are all devoted member's of your team, you will get to know everyone of us as we make up a group where everyone has a specific skillset required to service our clients. Over time you will come to know everyone in the firm.

Explore our advisors, and take a first look at your new extended family.

Robbie Jones, CIM® Photo
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Robbie Jones, CIM®

Portfolio Manager, Senior Investment Advisor, iA Private Wealth

Robbie Jones

Robbie Jones, CIM®

Managing Partner, Horizon Partners
Portfolio Manager, Senior Investment Advisor, iA Private Wealth
Insurance Advisor, Horizon Partners Ltd. *


Robbie started in the wealth management industry in 2002 and early on developed a passion for helping Canadians understand their own wealth situation through proper wealth planning and education, in order to help them plan their financial future. Recognizing that the key to success in the investment markets is to stick to long term investment fundamentals, his focus has been to develop deep relationships with his clients in order to better understand their wants and needs and therefore better help them develop and execute strategies that will see them accomplish their financial goals and objectives.

Twenty-one years in and Robbie feels he is only halfway through his career as a qualified portfolio manager CIM®, the industries leading designation for portfolio management. When he is not seeing clients, Robbie does an enormous amount of reading to keep abreast with the world markets.

His passions outside of seeing clients are activity based which involves a hefty amount of mountain biking, snowboarding, and hockey. He also has great pride for seeing his two teenage children beginning to accomplish their own goals and objectives as they enter into adulthood.

Vicki Battah, CFP® Photo
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Vicki Battah, CFP®

Financial Planner, Senior Investment Advisor, IA Private Wealth
Vicki Battah

Vicki Battah, CFP®

Managing Partner, Horizon Partners
Financial Planner, Senior Investment Advisor, iA Private Wealth
Insurance Advisor, 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 the business she is now a Managing Partner of Horizon Partners and full-time Senior Investment Advisor. A CERTIFIED FINANCIAL PLANNER® professional, one of the most prestigious designations to hold in the financial planning industry, Vicki has great passion for working with clients to map out their financial future starting at the base with getting to know her clients, their families, what worries them and what they dream their future to look like. It is with her direction and focus that Horizon Partners has become an established and respected brand in Ontario that focuses on in depth financial planning and superior client service.

Outside of the business, Vicki is kept very busy by her six-year-old daughter Charlotte. Exercise, travel and a balanced lifestyle keep Vicki in an energetic state as she continues to achieve success as a business woman. In constant pursuit of excellence for our clients, Vicki is always taking a course of some sort to hon her skills as an advisor.

Annette Dorion Photo
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Annette Dorion

Licensed Assistant, iA Private Wealth

Annette Dorion

Annette Dorion

Licensed Assistant, iA Private Wealth


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, every process and every project in the office. Annette possesses extensive knowledge in her field, she is unbelievably loyal and dedicated to her role – and it shows and resonates in her work. If you have a portfolio with us, you have probably made great friends with her. You can often find Annette in her office with clients who stop by to chat about their recent travels. She is warm and inviting and will give all of our clients all the time they need. She knows every single aspect of investment administration and is such an asset to the operation of our branch. Annette is registered as a licensed assistant.

If she is not assisting clients with the administration of their portfolios on a daily basis, she’s enjoying the beauty of Sudbury’s outer city landscape where she lives with her husband Andrew of 16 years and their two dog’s Riley and Aspen. In her spare time if she is not at camp, she traveling with her husband enjoying the freedom of their empty nest.

Karly Young Photo
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Karly Young

Branch Administrator

Karly Young

Karly Young

Branch Administrator


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 ensuring all insurance and pension related business tasks are initiated, organized, tracked, and completed across a broad base of clients. If you are applying for insurance, she will be the one to walk you through the entire process. Her true skill set comes from her intuitive understanding of client service and how to treat our client base with the respect and provide value each and every time she is client facing.

If you know Karly, she is an amazing auntie to 3 nephews and one niece who she adores, she is an incredibly selfless and giving human being. She is an animal lover and usually the funniest and most fun person in the room. In Karly’s spare time she is studying for her life license.

Megan Matchem Photo
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Megan Matchem

Branch Administrator

Vikki Battah

Megan Matchem 

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! Megan has had extensive experience in management roles in her career so her ability to multitask and think 10 steps ahead of everyone is an incredible asset to the company. Megan is integrated mainly into the investment arm of our business and helps oversee several other parts of our client care services. The term, if you want something done, ask a busy person, definitely applies to Megan. She has 3 beautiful children under the age of 9, when she is not running from one arena to another in her spare time, she is studying for her securities license and if she is not doing that, she is busy helping her partner manage their several small businesses throughout the city.

Katarina Antonacci Photo
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Katarina Antonacci

Client Service Associate

Katarina Antonacci

Katarina Antonacci

Client Service Associate


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. Kat has an extremely busy role and we challenge you to ever catch her without a smile on her face. She is responsible for all aspects of client care so if you’re receiving a gift when you walk in for a meeting, in the mail – or at your door step, the thoughtful details come from her. She manages our busy calendars and travel schedules. Kat oversees the entire in office experience for every client that walks in the door, Yes – you read that right, it’s an experience! On her down time, she is busy chasing her two young children under the age of 4 and if that isn’t busy enough, you’ll find her at the dance studio teaching dance class to your little ones.