Achraf Houmani
Job title: Advisor, Sun Life, GDBA, B.Sc.
Languages spoken: Arabic, English, French
Helping professionals, business owners, and families achieve lasting financial confidence
Serving Ottawa and surrounding communities, I work with business owners, entrepreneurs, professionals, and high-income earners who want to make smart financial decisions for their future. My approach combines wealth growth, protection strategies, tax efficiency, and business planning into one personalized roadmap.
I focus on building long-term relationships and helping Clients navigate important financial decisions with clarity and confidence at every stage of life.
Who we service
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Business owners
High net worth and affluent
Incorporated professionals
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
- Wealth Growth Strategies – Helping Clients build and preserve wealth through personalized investment solutions.
- Tax-Efficient Planning – Strategies designed to help reduce taxes and improve long-term financial outcomes.
- Insurance & Risk Management – Protecting families, businesses, and lifestyles from unexpected events.
- Retirement & Succession Planning – Guidance for retirement readiness, business continuity, and wealth transfer.
Book a conversation today to discuss how you can protect, grow, and transfer your wealth more effectively.
Business owners
Health insurance products
Saving, budgeting and investing
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They're tools that can help support retirement, education funding, travel plans, estate goals and more.
A clear strategy starts with understanding what you're investing for in the first place.
Let's connect and discuss how your investments align with your priorities.
They're tools that can help support retirement, education funding, travel plans, estate goals and more.
A clear strategy starts with understanding what you're investing for in the first place.
Let's connect and discuss how your investments align with your priorities.
Book a retirement roadmap session, and let's see where you stand.
Book a retirement roadmap session, and let's see where you stand.
Death, disability, disagreement, or an unexpected exit can put everything you built at risk.
A clear shareholder agreement with funded buy-sell provisions can protect the business, establish a fair valuation process, and prevent conflict between partners and their families.
Build the business together. Protect it if life pulls you apart.
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