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.

Let’s talk about your goals

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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As a business owner, there’s a lot to think about when it comes to your long-term success.

Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?

Fall is a great time to set goals for the future. Get in touch to start the conversation. https://advisor.sunlife.ca/achraf.houmani/

What would happen to your family's finances if life took an unexpected turn?

Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.

Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/achraf.houmani/

Protecting your partnership: a two-step approach.

Building a life together means protecting it together. Here's our simple framework:
Step 1: Life Insurance for each partner
Step 2: Critical Illness Insurance for each partner

This flexible approach works whether you're just starting out or refining your existing protection. Together we can explore your unique needs and create a solution that fits your budget.

Ready to strengthen your protection? Let's talk!

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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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