Member

Vicki Battah

Sudbury

Industrial Alliance Securities Inc.

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Vicki Battah

Member Bio

(This member hasn't written a bio yet!)

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.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Estate Planning
Financial Planning
Group Insurance Planning
Group Investment Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
Succession Planning

Designation(s)

CFP (Canada)

Compensation Models

Insurance Commission
Fee based (AUM)

Professional Associations

No items found.

Education

Assets Under Management

Practice Size

6 to 10

Investment License

Securities

Provinces Licensed (Investment)

Ontario
While this Information is considered to be true and correct at the date of original publication, changes in circumstances after the time of publication may impact on the accuracy of the data on this member profile. The Information on this profile may change without notice. Please review our Terms of Use and Privacy Policy. Contact the member directly, or the Financial Planning Association of Canada for the latest and most accurate data.