Become a client

Client questionnaire

Interested in becoming a client?

If you are interested in receiving Assante Wealth Management Senior Advisor Claudia Weisser's advice or insight into financial strategies that could benefit you, feel free to fill in the prospective client questionnaire by following the link below.


NOTE: Shortly after filling it out, someone from Claudia's team will contact you.


Filling the form, easy as 1, 2, 3...

It takes only a few clicks to complete the prospective client questionnaire and you're be done!

By filling it out, it will help Claudia and her team better understand your financial affairs and help her prepare for a first meeting.

Take survey by clicking here

Should you run into any technical difficulty, simply call us at 514- and we can walk you through the questionnaire offline.