Why we created YULAN

As a team of financial advisers and planners, we know the gaps in employee savings and benefits packages. Employers are left to pay hefty premiums while employees don't experience value.
YULAN was born from the drive to bring financial and medical wellness to the workplace in REAL ways.
WELCOME TO YULAN...an employment experience like no other!

OUR FOUNDERS

Mary Warwick

Mary Warwick

Mary'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.

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Molly (Min) Yin

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.

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Patrick McLaughlin

Pat has built a 25 year career in both Information Technology and Financial Services. The intersection of technology and finance, uniquely positions Pat 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.
Pat holds the designation of Microsoft Certified Systems Engineer along with his Securities training and licensing.