Principal
Antonio
Rodrigues
Founding Principal, Dunedin Consulting Group · Former Senior Partner, Bain & Company
Founding Principal, Dunedin Consulting Group · Former Senior Partner, Bain & Company
Over three decades advising leading wealth managers, asset managers and life insurers across North America and Europe on their most important strategic decisions.
Antonio Rodrigues joined Bain & Company's Toronto office in 1990 and ultimately served as Advisory Partner, leading the Wealth and Asset Management practice across the Americas. His client work spanned Canada, the United States and Europe, with a focus on wealth management, asset management and life insurance throughout his career.
His clients have included independent and bank-owned wealth managers, traditional and alternative asset managers, and mutual and stock life insurers. He has also published Bain research on wealth management M&A, customer loyalty, distribution strategy and the strategic convergence of insurance and asset management.
Boutique advisory practice in wealth management, asset management, and life insurance. Toronto.
Joined Bain's Toronto office in 1990, one year after it opened. Led the Wealth and Asset Management practice across the Americas as Senior Partner. Advised boards and executive teams at leading life insurers, wealth managers and asset managers across North America and Europe on strategy, M&A, distribution and operating model design. Chaired the Canadian Partner Promotion Committee and served as Global Professional Standards Leader. Briefly left in 1999 for a role at Chapters Online before returning to Bain in 2001.
Earned Wealth is a $3B RIA focused on the medical profession, backed by Summit Partners (New York). Board advisory on strategy, growth, and market positioning.
Trilogy Financial is a $5B RIA based in Southern California with a national presence, backed by Peloton Capital Management. Board-level strategic contribution on growth strategy, distribution, and the evolving independent wealth management market.
Peloton Capital Management is a Toronto-based private equity firm focused on mid-sized North American businesses in healthcare services, financial services, and consumer products. Strategic advisory supporting portfolio company value creation and deal sourcing in the financial services sector.
Capitalize for Kids is a Toronto-based nonprofit focused on raising and deploying capital in support of children's mental health, having raised $20M as of 2024. Board contribution covering strategy, fundraising, and organizational development.
Chapters Online was the e-commerce business of Chapters Inc., spun out as an independent publicly-traded company in 1999. As VP Strategic Planning, defined growth strategy, investment priorities and M&A opportunities, and launched a new product category to broaden the platform.
Joined Bain's Toronto office in 1990, one year after its founding. Built foundational expertise in financial services strategy as a Consultant and then Manager within the Financial Services Practice.
Among the world's most respected international business schools. Completed with distinction.
Queen's Smith School of Business, one of Canada's foremost undergraduate business programmes.
