Warwick McLaughlin
Established in 2018, Warwick McLaughlin Private Wealth Management began as a joint venture between Mary Warwick and Patrick McLaughlin. It was their expertise and loyalty garnered from clients at their previous firm that allowed this firm its successful transition to self-management. Early on, Molly Yin joined the firm, bringing to the culture of Warwick McLaughlin Private Wealth Management a different perspective and expertise as a first-generation Canadian.
Long-term clients quickly became the foundation of the firm’s success; a mutual loyalty fostering bonds that could only be described as familial. Now, the firm continues to be dedicated to its base by serving multiple generations of the same family as clients. Furthermore, the growth of the firm has continued to come almost exclusively from client referrals. These referrals, whether familial or collegial, are cared for with the utmost respect and are never taken for granted.
Another focus of Warwick McLaughlin has always been to assist youth to enter the competitive financial services industry; thereby creating the next generation of well trained advisors and dedicated succession for clients. Consequently, it wasn’t long before Maryann and Elizabeth McLaughlin also joined the firm in increasingly responsible roles.
Warwick McLaughlin Private Wealth Management prides itself upon providing the best service possible for clients as they navigate their unique journey to personal fulfillment.
Our Advisors
Mary Warwick
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.
Financial Planner
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.
Investment AdvisorMolly (Min) Yin
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 AdvisorPatrick McLaughlin
Maryann McLaughlin
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
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. Having completed her Canadian Securities Course and Wealth Management Essentials course, she is now a registered investment advisor. 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.
Investment AdvisorElizabeth McLaughlin
NOTE:
The Warwick McLaughlin Team incudes Mary Warwick, Patrick McLaughlin,
Maryann McLaughlin and Elizabeth McLaughlin