Achraf Houmani

As a business owner, you’re the star of the show.

But you don’t need to do it alone. Let’s create a plan that will help protect your business.

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

Languages spoken: Arabic, English, French

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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.

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Who we service

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Business owners

Helping business owners take control of their finances one step at a time.

High net worth and affluent

Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.

Incorporated professionals

Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.

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

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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.

Saving, budgeting and investing

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

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Stay informed

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You’ve invested years into building your business, but what’s your plan for what comes next?

Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.

The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/achraf.houmani/

Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection solutions help ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today. https://advisor.sunlife.ca/achraf.houmani/

It’s not always about big financial moves. Sometimes it’s smaller, consistent decisions like saving, protecting, and planning that can help make the biggest difference over time. Starting early helps give you more flexibility, more options and more confidence for what’s ahead. https://advisor.sunlife.ca/achraf.houmani/

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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

Based in Ottawa, I work with business owners, incorporated professionals, and affluent families throughout Eastern Ontario to help them manage tax efficiency, retirement planning, estate planning, and business protection strategies.

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