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Mary Ann Morales, Licensed Insurance Advisor

Financial Services, Insurance Brokers, End of Life Planning, Financial Planners, Personal Finance Coaches, Retirement Planning
Nanaimo

See Phone Number
604.614..6018
Money may not be the most important thing in the world, but it AFFECTS every aspect of your life and your health.

About Mary Ann Morales, Licensed Insurance Advisor

Mary Ann Morales is a Registered Nurse and a licensed Insurance Advisor serving clients in British Columbia and Ontario. She works with Greatway Financial Inc., one of Canada's fastest-growing Managing General Agencies. Aligned with Greatway’s vision and mission, Mary Ann is dedicated to educating clients and families about the importance of saving and protecting against financial loss.

As an immigrant, daughter, wife, and mother of three boys, Mary Ann understands the diverse needs and financial goals of her clients. She is committed to helping you achieve your dream life and create wealth for you and future generations while ensuring your family's protection and peace of mind.

In her role as a Registered Nurse in Long Term Care, Mary Ann has witnessed the challenges faced by children whose parents outlive their savings, where pension income is insufficient to cover all care expenses. She believes that financial health and physical health are closely linked. While money may not be the most important thing in the world, it profoundly impacts every aspect of your life and health.

Contact Information

Company Name
Mary Ann Morales, Licensed Insurance Advisor
Online Social Profiles
Phone Number
See Phone Number
604.614..6018
Location
Nanaimo

Hours of Operation
8 am to 6 pm daily
Credentials
Licensed Life Insurance Advisor, BC and Ontario
Honors & Awards
Rising Star Award 2021, Managing Broker 2022 and Senior Managing Broker Awardee

Mary Ann Morales, Licensed Insurance Advisor Community Articles


How to Protect Yourself from the Financial Impact of a Serious Illness

We never plan to get sick, but life is unpredictable. A serious illness can turn everything upside down—not... Read More


The Hidden Financial Struggles of Surviving Cancer: A Wake-Up Call

Image Caption W hen we think of cancer, the immediate thoughts often revolve around the emotional and physical... Read More


How to get ahead with your finances using these proven Saving Strategies

Getting ahead with your finances involves more than just budgeting and living below your mean s. While these practices... Read More


From Scarcity to Abundance: Why Your Money Mindset Matters

The Power of a Money Mindset: Why It’s Crucial for Financial Planning Your money mindset is the foundation... Read More


Understanding How Financial Stress Impacts Your Health

Image Caption Financial stress isn't just about struggling to make ends meet—it's a serious issue... Read More


Prepare for Unexpected Events

Life is full of surprises and unexpected events.  When it comes to our families, we want them to be secure... Read More


Mary Ann Morales, Licensed Insurance Advisor Podcasts


Peace of Mind

Invest in Peace of Mind with insurance!There are many different types of insurance available. Most people are familiar with life insurance; listen to hear about insurance that can help with finances... Read More