On this page you will find important information that you may wish to consider when making investments with your Royal Alliance Advisor.

Check back periodically for additional disclosures and updated information.

Indirect Compensation

VISION2020 Wealth Management ® Platform Privacy Policy

Business Continuity Plan

Order Routing Information

Insured Deposit Program (AIGI)

STC Insured Deposit Program (STID)

National Financial Services SEC Rule 606

Royal Alliance Privacy Policy

Social Media

Investors’ Bill of Rights and Responsibilities


Feel Free to Express Yourself

Making a move is a big change. By providing us with a little information about you and your background, we can propose solutions customized for your situation. Please complete and submit the form below and we will be in touch very soon.


  • ...and this is totally optional