Why YULAN?
Just as the Yulan Magnolia represents the qualities of purity and perseverence; we at YULAN are striving to put the REASON for benefits at the forefront of everything we do.
PURITY ~The origin of employee benefits and savings was rooted in helping the workforce to balance their physical and financial wellbeing. A healthy and happy workforce is a productive workforce. What started out with the best of intentions has digressed to cost reduction and limited benefits. But it doesn’t have to be that way.
We will design your plan in consultation with your team to ensure benefits are maximized and waste eliminated.
PERSEVERENCE ~
Our Team
Maryann McLaughlin
Mary Warwick’s career spans over 35 years in the financial services industry. Over her career, she has held increasingly influential wealth management roles, from leading large teams of advisors to developing investment products which grew into billions under administration.
Her most recent career development was opening an independent wealth management firm, Warwick McLaughlin Private Wealth Management. Based on this success and her previous experience in group plans and institutional investments; becoming a founding member of YULAN was a natural next step in bringing financial well-being to Canadians.
Mary holds a Hons. BA from the University of Toronto, both the Chartered Investment Manager and Certified Financial Planner designations, and an MBA from the Schulich School of Business.
Co-Founder
Molly brings over 20 years of financial investment experience and a strong background in Engineering. Building on her career in Electronics Engineering in China, she transitioned to Finance shortly after her arrival in Canada. Here she combined her analytical mindset, numerical expertise, and structured problem-solving skills to craft innovative financial strategies. Her ability to approach financial planning from unique perspectives stems from her diverse professional journey, enabling her to provide thoughtful and customized solutions for her clients.
Molly holds a prestigious Honours Degree in Engineering from China. In Canada, Molly has completed both the Canadian Securities Institute’s Securities licensing exams and Financial Planning training. Molly is also fluent in English, Mandarin and Cantonese.
Co-Founder
Co-Founder
Elizabeth McLaughlin
Patrick has built a 25 year career in both Information Technology and Financial Services. The intersection of technology and finance, uniquely positions Patrick to assist both clients and corporations as they navigate a rapidly changing workplace landscape.
One of the originating Partners in Warwick McLaughlin Private Wealth Management, the firm has enjoyed success in managing multiple generations in a ‘family office’ style operation. Patrick holds the designation of Microsoft Certified Systems Engineer along with his Securities training and licensing.
Investment Advisor
Mary Warwick
CFP®, CIM, MBA
Having attained her International Baccalaureate Diploma in 2023, Maryann thoughtfully created marketing materials as Warwick McLaughlin’s Marketing Assistant for over 3 years. Additionally, she took charge of day-to-day operations in this time, helping with the back and middle-office transition to Worldsource Wealth Management in 2024.
She quickly became a registered investment advisor and established herself at Warwick McLaughlin Private Wealth Management. Her artistry and determination have since stood out in the Wealth Management space, fed by a knack for design and innovation.
Investment Advisor
Molly (Min) Yin
Patrick McLaughlin
Graduating from St. John’s Kilmarnock School with an International Baccalaureate Diploma in 2025, Elizabeth simultaneously worked at Warwick McLaughlin Private Wealth Management for over 4 years as an Administrative Assistant. Completing her Canadian Securities Course and Wealth Management Essentials course, she is now a registered financial advisor at Warwick McLaughlin Private Wealth Management. Outside of the Wealth Management space, she is a hands-on, decision-making individual at an agricultural business in which her practicality and willingness take centre stage.
Within the coming years, Elizabeth aims to focus on attaining a CFA as well as learning extensively about the financial space.