Best Financial Advisors in Pitt Meadows, BC

What would you say is a good rule of thumb for home & business, regarding how often you should speak with & update your broker? Well, I think any time you’re doing a renovation is definitely a trigger. Call your broker, whether it’s the home or business; when you move, we definitely need to know when you move & basically anything that changes from the first time that you’ve chatted with your broker. When it comes to your home insurance, don’t just renew. Don’t auto-renew it. Usually, we make a phone call to our clients anywhere between 2-6 weeks before renewal. Depending on how busy we are, we always will reach out to clients beforehand & say, has anything changed? But a lot of companies are big & they’re very busy, so people are just pushing renewals out. That’s why people get an auto-renewal & they totally forget about their home insurance. They don’t review it. They just get an email. So if it’s coming up for renewal, I would say err on the side of caution. Bring it over to Valiant so we can have a look at it. Don’t just auto-renew because you could be missing something.