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.

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.

Suzanne Chate

Suzanne is merging her 24 years of experience in the financial services sector with her background as an elite business coach.
Suzanne’s background uniquely positions her to craft impactful programming for our clients centred around work life balance. Having founded several successful businesses, Suzanne understands the pressures of building a thriving career while maintaining balance in life. Her own journey through corporate burnout and the challenges of juggling professional success with being a wife and mother of three inspired her to create her coaching firm and to join forces with her Partners at Yulan to bring wellness into the workplace.
Known for her empathetic yet results-driven approach, she has a special talent for identifying innovative solutions to challenges others often overlook.
Suzanne holds a BA from the University of Waterloo in Psychology, several Life Coaching accreditations and has previously completed her Professional Financial Planning designation.

Pat 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.