Dan Shkolnik, CMT

Director, Portfolio Strategy & Trading

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Dan Shkolnik, CMT is President of the Canadian Society of Technical Analysts. He has served on the Board of Directors and as the Toronto Chapter Head since 2018. Additionally, Dan is a Director of Portfolio Strategy & Trading at Quintessence Wealth, a registered Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer in Canada. He received his Chartered Market Technician (CMT) designation in 2010.

From 2017 to 2021, Dan served as a Director and Product Specialist of CPMS at Morningstar, a financial services research and data firm. He also spent 4 years as a registered proprietary trader specializing in equities and equity options. Dan is passionate about educating others on how to properly apply Technical Analysis to investment strategies.

Board Roles
President, CMT Canada (2023 - Present)