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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At Hawthorn Wealth Management, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Frank Lipka

Frank Lipka

Wealth Planner

Desirea Silva

Desirea Silva

Assistant

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

  • At Hawthorn Wealth Management, trust is the cornerstone of everything we do. We are dedicated to building strong, lasting relationships by acting with honesty, reliability, and a focus on your best interests. By fostering an open and transparent partnership, we ensure you feel confident and secure in every financial decision. Trust is not just earned through our actions—it is maintained by consistently delivering on our commitments and providing unwavering support as you work towards your goals.

  • We believe that true financial success begins with understanding. At Hawthorn Wealth Management, we take the time to listen to your unique story, goals, and concerns. By developing a deep understanding of your individual needs and priorities, we can craft strategies tailored to your personal circumstances. This thoughtful, client-focused approach ensures that every plan we create is aligned with your values and aspirations, providing a solid foundation for both current and future financial success.

  • Integrity is at the heart of our work. At Hawthorn Wealth Management, we are committed to acting with the highest level of ethics and transparency in every aspect of our practice. Our clients can count on honest advice and thoughtful, professional service at every turn. Whether navigating challenges or celebrating successes, we make decisions with your best interests in mind. Integrity is not just a value—it’s the standard that guides every action we take on your behalf.

Supporting our community

Supporting their local church is an important initiative for the Hawthorn Wealth Management Team. Through donations, they contribute to the church’s community outreach programs, fostering a welcoming and compassionate environment for spiritual growth and support. Their involvement reflects a commitment to enhancing the well-being of individuals and families within their community.

The Hawthorn Wealth Management Team believes in addressing food insecurity as a key community priority. By donating to the Daily Bread Food Bank, they help ensure that individuals and families in need have access to essential food resources. This partnership is a reflection of their dedication to building a more equitable community where everyone has the opportunity to thrive.

Improving lives through tangible support is a priority for the Hawthorn Wealth Management Team, as seen in their contributions to the Society of St. Vincent de Paul. By donating clothing and goods, they help provide essential resources to individuals and families facing challenges. This partnership underscores their commitment to compassion, care, and community service.

The Hawthorn Wealth Management Team also supports the Canadian Cancer Society, contributing donations to advance research, treatment, and patient care. Their involvement helps improve health outcomes and provides hope to those affected by cancer. This ongoing partnership demonstrates their commitment to making a meaningful difference in the lives of Canadians.

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Optimize Global Asset Management Inc. (operating as "Optimize Asset Management" or "Optimize") is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as "Optimize Wealth Management") is a member of the Canadian Investment Regulatory Organization ("CIRO") and the Canadian Investor Protection Fund ("CIPF"). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize's Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., its subsidiaries and affiliates.