Achraf Houmani

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Job title: Advisor, Sun Life, GDBA, B.Sc.

Languages spoken: Arabic, English, French

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

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Let's work together

For your long-term goals or your short-term needs, I will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.

I can help you meet your needs with a number of solutions. From a simple budget to complex strategies, I can help you build lifetime financial security. You can benefit from my professional expertise and access to some of the industry’s leading insurance and investment products. I can help you build a financial approach customized to your needs.

Contact my office to book your appointment.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

Learn more

Stay informed

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With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats.

Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly

Remember, a secure business is a successful business.

Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.

#CyberSecurity #CyberMonday #SunLifeCanada

🍁 November is Diabetes Awareness Month

Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.

-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years

Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/

Questions about how the DTC or other financial solutions can support your health journey? Let's connect!

#DiabetesAwareness #DiabetesAwarenessMonth

On this Remembrance Day, we pause to honour those who have served, and reflect on the peace their sacrifices have brought. Their courage helped create the freedoms we cherish today.

Let us take a moment to give thanks. To all veterans, active service members and their families: We are deeply grateful for your service and dedication.

#RemembranceDay #LestWeForget

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Office information

Ottawa, Ontario

Phone:

(613) 567-9700 x2418

Email:

achraf.houmani@sunlife.com

Address:

333 Preston Street, Suite 700, Ottawa, ON, K1S 5N4 Canada

Office hours:

Monday - Friday: 9:00 AM - 5:00 PM

Saturday - Sunday: CLOSED

Let’s connect

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