{"id":5837,"date":"2026-07-13T23:24:59","date_gmt":"2026-07-13T15:24:59","guid":{"rendered":"https:\/\/iriskywealth.com\/?page_id=5837"},"modified":"2026-09-18T03:06:23","modified_gmt":"2026-09-17T19:06:23","slug":"%e5%85%b3%e4%ba%8e%e5%88%9b%e5%a7%8b%e4%ba%ba","status":"publish","type":"page","link":"https:\/\/iriskywealth.com\/en\/%e5%85%b3%e4%ba%8e%e5%88%9b%e5%a7%8b%e4%ba%ba\/","title":{"rendered":"About the Founder"},"content":{"rendered":"<div data-elementor-type=\"wp-page\" data-elementor-id=\"5837\" class=\"elementor elementor-5837\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8d6c1fe8 e-flex e-con-full e-con e-parent\" data-id=\"8d6c1fe8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-21fb5f36 e-flex e-con-boxed e-con e-parent\" data-id=\"21fb5f36\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-e8a9b1a5 e-flex e-con-full e-con e-parent\" data-id=\"e8a9b1a5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-35a8bf31 elementor-widget elementor-widget-heading\" data-id=\"35a8bf31\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">About the Founder<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e16dc35f elementor-widget elementor-widget-text-editor\" data-id=\"e16dc35f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Her academic background is in literature and journalism \u2014 an unusual starting point in this industry, and one that shapes how she works. Her career began in banking, spanning sixteen years across China and Canada in roles from personal finance through senior management. That experience gave her a working knowledge of how financial institutions actually operate, and where their limits lie.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d514b4a9 e-flex e-con-full e-con e-parent\" data-id=\"d514b4a9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ed9e7fd0 elementor-widget elementor-widget-image\" data-id=\"ed9e7fd0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1280\" height=\"1459\" src=\"https:\/\/iriskywealth.com\/wp-content\/uploads\/2026\/07\/c2c100657a390821cde186fd3fcf3031.jpg\" class=\"attachment-full size-full wp-image-5885\" alt=\"\" srcset=\"https:\/\/iriskywealth.com\/wp-content\/uploads\/2026\/07\/c2c100657a390821cde186fd3fcf3031.jpg 1280w, https:\/\/iriskywealth.com\/wp-content\/uploads\/2026\/07\/c2c100657a390821cde186fd3fcf3031-263x300.jpg 263w, https:\/\/iriskywealth.com\/wp-content\/uploads\/2026\/07\/c2c100657a390821cde186fd3fcf3031-898x1024.jpg 898w, https:\/\/iriskywealth.com\/wp-content\/uploads\/2026\/07\/c2c100657a390821cde186fd3fcf3031-768x875.jpg 768w, https:\/\/iriskywealth.com\/wp-content\/uploads\/2026\/07\/c2c100657a390821cde186fd3fcf3031-11x12.jpg 11w\" sizes=\"(max-width: 1280px) 100vw, 1280px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c8b91af0 e-flex e-con-boxed e-con e-parent\" data-id=\"c8b91af0\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73fa2990 elementor-widget elementor-widget-text-editor\" data-id=\"73fa2990\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>In 2021 she founded IRISKY WEALTH, moving from inside the system to the client's side of the table \u2014 no longer bound to a single institution's product line, but free to build what each family actually needs.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c97ef398 e-flex e-con-full e-con e-parent\" data-id=\"c97ef398\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-a3b744d3 e-flex e-con-boxed e-con e-parent\" data-id=\"a3b744d3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-9b2ddf62 e-flex e-con-full e-con e-parent\" data-id=\"9b2ddf62\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a4ef0f5d elementor-widget elementor-widget-heading\" data-id=\"a4ef0f5d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Professional Designations<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b44045ee elementor-widget elementor-widget-text-editor\" data-id=\"b44045ee\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>CLU \u2014 Chartered Life Underwriter<br>CHS \u2014 Certified Health Insurance Specialist<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2d13ded5 e-flex e-con-full e-con e-parent\" data-id=\"2d13ded5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ce4df835 elementor-widget elementor-widget-heading\" data-id=\"ce4df835\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Industry Recognition<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-87056b85 elementor-widget elementor-widget-text-editor\" data-id=\"87056b85\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>MDRT Top of the Table \u2014 the highest level of membership in the Million Dollar Round Table<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0cf20f99 e-flex e-con-boxed e-con e-parent\" data-id=\"0cf20f99\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1e698211 elementor-widget elementor-widget-text-editor\" data-id=\"1e698211\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Iris works with high-net-worth Chinese-Canadian families and business owners across the Greater Toronto Area, focusing on tax planning, participating whole life insurance, corporate insurance structuring, and intergenerational wealth transfer. Sixteen years in banking taught her to read complex financial structures; her background in writing taught her to explain them in language a family can actually act on.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3f106f7b e-flex e-con-boxed e-con e-parent\" data-id=\"3f106f7b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6f8792ed elementor-widget elementor-widget-text-editor\" data-id=\"6f8792ed\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>She understands the questions these families face in Canada \u2014 cross-border tax residency, the line between corporate and personal assets, and the very different ways two generations understand what wealth is for. For Iris, wealth management has never been about products. It is about understanding a family deeply, and staying with them for the long term.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>\u5173\u4e8e\u521b\u59cb\u4eba IRISKY WEALTH \u521b\u59cb\u4eba\u6731\u8679\uff08Iris Zhu\uff09\uff0c\u62e5\u6709\u6587\u5b66\u4e0e\u65b0\u95fb\u4f20\u64ad\u53cc\u91cd\u5b66\u672f\u80cc\u666f\u3002\u5979\u7684\u804c&hellip;&nbsp;<\/p>","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_templately_pack_id":"","_templately_imported_at":"","_templately_source":"","_templately_import_session_id":"","neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"off","neve_meta_content_width":100,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","footnotes":""},"class_list":["post-5837","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/iriskywealth.com\/en\/wp-json\/wp\/v2\/pages\/5837","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/iriskywealth.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/iriskywealth.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/iriskywealth.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/iriskywealth.com\/en\/wp-json\/wp\/v2\/comments?post=5837"}],"version-history":[{"count":47,"href":"https:\/\/iriskywealth.com\/en\/wp-json\/wp\/v2\/pages\/5837\/revisions"}],"predecessor-version":[{"id":5910,"href":"https:\/\/iriskywealth.com\/en\/wp-json\/wp\/v2\/pages\/5837\/revisions\/5910"}],"wp:attachment":[{"href":"https:\/\/iriskywealth.com\/en\/wp-json\/wp\/v2\/media?parent=5837"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}