About Us

Hawthorn Wealth Management

We are a financial services firm that provides independent financial advice in the Toronto area.

How We Can HelpGet in touch

Hawthorn Wealth Management provides clients with sound investment strategies incorporating their financial goals and insurance needs.

Frank Lipka

Senior Financial Advisor
President, Hawthorn Wealth Management

With over 24 years of experience of offering independent financial advice, Frank has built his business by providing comprehensive retirement solutions specific to the needs of his clients.

Regular reviews of investment assets and insurance needs ensure clients remain on the path to achieving their retirement objectives.

Mutual Funds Provided Through FundEX Investments Inc.

Melissa Lee

Office Administrator

Melissa provides administrative support to Hawthorn Wealth Management staff and is a point of contact for all clients.

Melissa’s commitment to exceptional service makes her a valued member of the Hawthorn Wealth Management team.

William Lee

Senior Financial Advisor

William values a client's trust above everything else and once a client makes a decision to work with him, he continually work hard to deserve their trust.

Combined with his dedication to his clients, William's long term experience in offering financial planning services allows him to provide unparalleled expertise when helping his client to build their wealth while minimizing their taxes.

Mutual Funds Provided Through FundEX Investments Inc.

Katie Brown

Office Administrator

Katie’s accounting background and extensive experience in the financial industry makes her a key member of the Hawthorn Wealth Management Team.