With over 25 years of experience, Frank Lipka is a Wealth Planner based in Etobicoke, Ontario, known for his caring, relationship-focused approach. He helps individuals, families, and professionals create personalized strategies for retirement, wealth preservation, tax, and insurance. Clients appreciate his clear guidance and ability to simplify complex financial topics. Outside of work, Frank enjoys coaching baseball, gardening, golfing, and spending time with family and friends.
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.
Book a meetingMeet the team
Frank Lipka,
Wealth Planner
Desirea Silva,
Assistant
Omar Nassar
Associate Portfolio Manager
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
Frank Lipka,
Wealth Planner
ABOUT
Desirea Silva,
Assistant
ABOUT
With over 25 years of experience, Frank Lipka is a trusted Wealth Planner based in Etobicoke, Ontario. He works closely with individuals, families, and professionals to create personalized strategies that simplify financial planning and build long-term security. Frank began his career in 1995 with one of Canada’s largest financial firms before becoming independent and later joining Optimize Asset Management. He specializes in retirement planning, wealth preservation, tax, and insurance strategies, and offers clear and confident guidance every step of the way.
Outside of work, Frank enjoys coaching baseball, gardening, golfing, and spending time with family.
Omar Nassar
Associate Portfolio Manager
ABOUT
Omar Nassar is an Associate Portfolio Manager at Optimize who takes an analytical and people-first approach. His love for numbers and problem-solving is what first sparked his interest in financial services, but it was the chance to make a meaningful difference in people’s lives that has kept him committed to the industry.
At Optimize, Omar focuses on understanding each client’s unique circumstances, values, and goals. He provides portfolio recommendations and steady guidance through market shifts, helping clients stay disciplined and confident in their long-term aspirations. His work reduces uncertainty and supports important milestones, which he finds incredibly rewarding.
In his personal time, Omar enjoys playing soccer, tennis, and volleyball. He’s also fond of travelling to experience new cultures and cuisines. Above all, he values time with family and friends.
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
ABOUT
Nicholas Cup is a Portfolio Manager at Optimize. He specializes in overseeing investments of clients’ comprehensive financial strategies, making sure adjustments align to their unique goals. With more than 12 years of experience, he’s fluent in retirement cash flow planning, investment management, tax and estate strategies, and insurance planning. Nicholas is an MBA graduate and has acquired both the Certified Financial Planner and Chartered Investment Manager designations. Nicholas believes financial peace of mind begins with a clear plan and diversified portfolio, not just market returns. He takes pride in helping clients make informed decisions and works closely with advisors to build personalized, long-term solutions. Outside of work, Nicholas enjoys spending weekends at the cottage with his family and dog, as well as golfing, cycling, and running.
Team Values
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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.
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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.
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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
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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.