Achraf Houmani - Advisor, Sun Life

Achraf Houmani - Advisor, Sun Life I'm a Sun Life Advisor, helping individuals and corporations achieve financial security. Let’s build a brighter financial future together!

From insurance to investment solutions, I provide expert guidance to protect your future and grow your wealth. I am a Sun Life advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors an

d their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

When your finances are complex, an intentional strategy can be helpful. Coordinating taxes, investments and protection c...
06/09/2026

When your finances are complex, an intentional strategy can be helpful. Coordinating taxes, investments and protection can help you preserve what you’ve built — and make it easier to pass on. Transferring wealth can be about more than assets; it’s about values, fairness, and protecting the people you care about. With the right planning, you can help reduce friction, manage tax impacts and keep your legacy aligned with your wishes. Let’s talk about a strategy that works best for your family and future. https://bit.ly/43XaoPr

Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial ...
06/06/2026

Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!

https://bit.ly/43QTd1T

06/05/2026

One unexpected event can change the future of a business.

Without a Buy-Sell Agreement, a partner’s shares may end up with their estate—not the remaining owners.

Protect the business. Protect the owners. Protect the families.

Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings al...
06/04/2026

Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.

📈 Myth: Market ups and downs can derail even the best retirement plans. Sun GIF Solutions Income Series offers a guaran...
06/04/2026

📈 Myth: Market ups and downs can derail even the best retirement plans.

Sun GIF Solutions Income Series offers a guaranteed income for life no matter what markets do. Keep in mind, extra withdrawals taken above the guaranteed income amount will decrease future income amounts.

Let’s talk about whether Sun Life GIFs are the right choice for your retirement.

06/03/2026

You spent years building your wealth.

Will your family be able to keep it?

Estate taxes can turn valuable assets into unexpected liabilities.

Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key pers...
06/02/2026

Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://bit.ly/4dWDAuy

Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% f...
05/29/2026

Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% for life on your permanent policy, AND get money back on critical illness coverage.

Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!

Address

700-333 Preston Street
Ottawa, ON

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+16139198229

Website

Alerts

Be the first to know and let us send you an email when Achraf Houmani - Advisor, Sun Life posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Featured

Share

Category