About Us

Collaborative Approach to Financial Lifestyle Management

At Horizons Investment Management, we pride ourselves on being a team of highly driven professionals dedicated to advancing our clients’ financial well-being. Our passion is reflected in the high standards and service we offer. We believe that our strength stems from our constant devotion to our clients, financial sector colleagues, employees, and the communities we serve.

Build Confidence in Your Future

Our team of dedicated financial experts provides specialized solutions that encourage confidence for the future, safeguard your legacy, and foster trust. With our deep knowledge of financial planning combined with our dedication to objectivity and independence, we assist professionals, people, and business owners in developing a well-thought-out plan that can result in long-term success.

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Knowledge & Experience to Scale

With a track record in managing union plan benefits and other enterprise-level solutions, your advisor with Horizons Investment Management can provide guidance and support in making informed decisions that align with the unique needs and objectives your organization faces. Your advisor has unparalleled access to established experts in every field, leaving no challenge unmet.

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Exceptional Value & Service Behind Your Every Effort

Our goal is to make the intricacies of finance easier to navigate. We understand that priorities often lie in spending time with loved ones and being involved in the community, which leaves little room for actively managing long-term financial plans. That’s why we strive to be a trustworthy partner who provides honest advice and shares the same values of living confidently, working diligently, and giving generously.

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Our Core Values

Independent
Open Architecture

Our independent structure allows clients to benefit from diverse solutions that align precisely with their needs. This approach empowers clients with tailored flexibility as their situation and goals evolve.

Trusted Legacy
& Experience

Our 5 decades journey is a testament to our enduring dedication to excellence. Partnering with us means tapping into a wealth of seasoned knowledge and a legacy built on reliability and trust.

Collaborative,
Unrivaled Scale

Harnessing the diversity of our advisor network, we address clients’ dynamic needs across diverse markets. Your advisor has unparalleled access to established experts in every field, leaving every challenge to be met.

Fostering
Cohesive
Community

We cultivate a close-knit team that actively connects with the community and passionately promotes individual accomplishments. This culture permeates our client relationships, providing a solid foundation of trust.

Schedule a meeting

Let’s get started on creating a personalized financial strategy that is tailored to your specific goals. Contact us today to begin the process of safeguarding your financial legacy.

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See How We’ve Helped Others Achieve Their Financial Goals

Our Services

Our comprehensive range of professional financial services are tailored to meet the unique needs of both individuals and businesses.

Our Approach

We will work together to create a proactive and comprehensive financial plan that connects your current financial state to your future goals.

Our Team

Our team consists of skilled and compassionate professionals who combine their wealth of knowledge and experience to create tailored financial strategies.

…Secure Your Financial Future with Confidence

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