Ryan Hartman

Background

About Ryan Hartman

As a Client Relationship Specialist at Cardinal Point Focus Partners Canada, I support clients navigating the complexities of cross-border financial planning between the U.S. and Canada. Whether it’s coordinating investment strategies, managing cross-border tax implications, or resolving account-specific challenges, I focus on delivering responsive, high-touch service that simplifies even the most complicated financial situations. My role is built around problem solving. I work closely with advisors, custodians, and clients to ensure every issue is addressed quickly, clearly, and with care so clients can focus on their goals rather than the logistics behind them. Cardinal Point specializes in serving clients with ties to both Canada and the U.S. dual citizens, expats, snowbirds, and executives with cross border assets and I take pride in helping make their transitions and ongoing needs as seamless as possible. If you’re curious about how cross border wealth management works or how we help clients find clarity in complexity, I’d be happy to connect.