About Yvonne

I spent more than two decades understanding money from the outside. Psychology taught me to explore it from the inside.

Finance and psychology are not separate careers placed side by side. They are two perspectives that now meet in Yvonne's work.

Yvonne Zhu, founder of Wealth & Joy Wellness

Two worlds. One perspective.

Yvonne Zhu

Yvonne bridges nearly two decades in financial risk and strategy with clinical psychotherapy training. She founded Wealth & Joy Wellness to give professionals, couples, and organizations one place to work with money stress, work pressure, and life transitions—without separating the emotional story from the practical one.

After years inside high-stakes financial institutions, she saw how often the hardest decisions were not technical—they were emotional, relational, and identity-shaped. Wealth & Joy exists to hold that full picture with clinical care and practical clarity.

Finance × Psychology × Relationships

  • Registered Psychotherapist (Qualifying), College of Registered Psychotherapists of Ontario (CRPO)
  • Chartered Financial Analyst (CFA)
  • Master of Finance (MFin), Rotman School of Management
  • Certified NLP Practitioner
  • Mental Health First Aid certified

In the community

Youth engagement with Root & Rise.

Yvonne helps lead youth engagement with Root & Rise Global Youth Alliance, a youth-led, parent-supported community in Oakville, Peel, and the GTA. High-school students learn by doing—hosting events, interviewing mentors, and making money-literacy videos—and earn volunteer hours.

This is educational community work, not clinical care for minors, and it is distinct from Wealth & Joy Wellness services.

Visit Root & Rise

Professional approach

Credentials support the story. They do not replace it.

Yvonne brings financial expertise, counselling psychology training, coaching, education, and facilitation together without blurring their boundaries.

Service scope, clinical status, jurisdiction, and professional fit are clarified before work begins.

Explore Areas of Focus