Control plans for disciplined finance management
Four service tiers for individuals, households, and businesses who need AI-assisted budget command — none include investment advisory or portfolio management.
WealthAIControl Solutions Inc. offers subscription tiers priced in Canadian dollars for AI personal finance control services. Indicative ranges appear below; final pricing depends on account complexity and onboarding scope. All plans comply with the Ontario Consumer Protection Act 2002 and include PIPEDA-compliant data handling. HST (834567890 RT0001) applies where required.
Control Starter
Individual budget command for one user with essential control dashboard access.
- Personal finance control dashboard
- AI category control rules (basic)
- Three spending limit guardrails
- Bill due control alerts
- Monthly control snapshot export
Not included: investment advice, wealth management, tax filing, trading tools.
Compare Control StarterControl Plus
Enhanced control metrics for professionals needing deeper spending radar and reporting.
- Everything in Control Starter
- Unlimited spending guardrails
- Budget vs actual control view
- Weekly control review reports
- Savings goal control tracker (3 goals)
- Priority email support
Not included: portfolio management, securities advice, guaranteed savings.
Compare Control PlusHousehold Control
Shared finance command centre for couples and families with dual-user access.
- Household spending control module
- Two user accounts with permissions
- Joint budget guard configuration
- Combined control dashboard
- Individual alert preferences
- Quarterly control review exports
Not included: joint investment management, estate planning services.
Household setup inquiryBusiness Control
Professional expense command for freelancers and micro-businesses in Ontario and nationwide.
- Business/personal control separation
- Advanced AI category control rules
- Professional expense command tracking
- CSV/PDF control reports for accountant
- Onboarding control session (one hour)
- Up to eight linked accounts
Not included: payroll, audited statements, CRA filing services.
Business control inquiryStandard inclusions across all tiers
Every WealthAIControl subscriber receives encrypted data handling, CASL-compliant communication preferences, access to our Ottawa-based support team during business hours (09:00–17:00 ET), and persistent financial disclaimers on all control reports. Onboarding includes control baseline setup, guardrail configuration guidance, and AI category rule training. We never upsell investment products or pressure clients toward trading platforms.
Explicit exclusions — our compliance boundary
WealthAIControl is not a wealth management firm, registered portfolio manager, or investment dealer. Our tiers exclude: securities recommendations, trading signals, crypto investment advice, forex tools, guaranteed ROI or savings claims, credit repair guarantees, debt settlement services, life coaching programmes, and MLM referral structures. The term « control » means budget and spending organisation — not market timing or asset management under AUM models.
Onboarding and support
Every new subscriber receives a structured control baseline session covering account linking or CSV import, guardrail configuration, AI category rule training, and alert threshold setup. Our Ottawa support team responds to email inquiries within one business day during operating hours (09:00–17:00 ET). Business Control tier clients receive a one-hour live onboarding session with a control specialist who walks through professional expense command separation and export formats suitable for accountant review. We maintain documentation, video guides, and a searchable help centre — all focused on budget control workflows, never investment strategy content.
AI disclaimer: WealthAIControl helps Canadians organise personal and household finances with AI-assisted budgeting and spending controls. We make no guarantee of specific savings or returns. AI-generated insights may contain errors — review before acting.