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Toronto, Canada. Est. 2025

Wealth & Asset Management. Life Insurance.

Senior advisory in wealth management, asset management, and life insurance. Three and a half decades of focused sector experience, brought to bear on your most important strategic decisions.

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35+
Years of focused sector experience
N. America & Europe
Geographic reach of client work
Bain & Co.
35-year institutional foundation
4
Active board and advisory roles
Ontario landscape
The Firm

Senior counsel from the principal.

Dunedin Consulting Group was founded to provide senior strategic advisory in wealth management, asset management, and life insurance. Every engagement is led by the principal.

The practice is focused on three sectors: wealth management, asset management, and life insurance. Thirty-five years of sustained work in each of them.

Named for Dunedin, Ontario, where the family owns a farm and cottage. A name chosen for what it represents about groundedness, and about the relationships we intend to have with our clients.

About the Firm
Core Practice

Three areas of concentrated expertise.

Every engagement is led personally. A limited number of mandates are taken on at any given time.

I

Wealth Management

Strategy, distribution, and operating model advisory for wealth management firms across the competitive spectrum, from independents to bank-owned platforms.

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II

Asset Management

Corporate strategy, M&A, and distribution advisory for traditional and alternative asset managers across institutional and wealth channels.

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III

Life Insurance

Strategy and advisory for life insurers, covering individual life, distribution, and the competitive implications of asset manager entry into the sector.

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Life Insurance StrategyWealth Management Asset ManagementM&A Advisory Distribution StrategyCustomer Loyalty Board AdvisoryMerger Integration Operating ModelsToronto · Canada Life Insurance StrategyWealth Management Asset ManagementM&A Advisory Distribution StrategyCustomer Loyalty Board AdvisoryMerger Integration Operating ModelsToronto · Canada
Advisory setting
AR
Antonio Rodrigues
Founding Principal
Advisory Partner, Bain & Company, 35 years Led Americas Wealth & Asset Management Practice MBA with Distinction, INSEAD BComm First Class Honours, Queen's University Board: Peloton Capital · Trilogy Financial · Earned Wealth
The Principal

One of Canada's most experienced financial services strategy advisors.

Antonio Rodrigues joined Bain & Company's Toronto office in 1990 and ultimately led the Wealth and Asset Management practice across the Americas for over two decades.

In founding Dunedin Consulting Group, he works in a structure that allows for deeper client relationships and clearer accountability for results.

Bain & Company Peloton CapitalTrilogy FinancialEarned
Full biography

Six areas of focused practice.

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I
Wealth Management Strategy

Competitive positioning, advisor productivity and distribution design.

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II
Asset Management Strategy

Corporate strategy, M&A and distribution advisory for traditional and alternative managers.

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III
Life Insurance Strategy

Corporate strategy for life insurers, with expertise in distribution and the response to asset manager entry.

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IV
M&A and Transaction Advisory

Strategy and advisory for acquisitions, mergers and divestitures.

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V
Distribution and Customer Strategy

Channel strategy, distribution model design and client retention.

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VI
Board and Executive Advisory

Ongoing confidential counsel for boards and senior leaders.

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Ready to speak with us? We'd welcome the conversation.

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