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Antonio Rodrigues
Principal

Antonio
Rodrigues

Founding Principal, Dunedin Consulting Group · Former Senior Partner, currently Advisory Partner, Bain & Company

Antonio Rodrigues
Antonio Rodrigues
Founding Principal
Bain & Company
Former Senior Partner, currently Advisory Partner
Toronto, Canada
INSEAD MBA Queen's BComm WM · AM · Life Insurance
Antonio Rodrigues
Founding Principal
Location
Toronto, Ontario, Canada
Education
MBA with Distinction. INSEAD
BComm First Class Honours. Queen's
Current affiliation
Bain & Company · Former Senior Partner, currently Advisory Partner
LinkedIn
Biography

Over three decades advising leading wealth managers, asset managers and life insurers across North America and Europe. Former Senior Partner and currently Advisory Partner at Bain & Company, and Founding Principal of Dunedin Consulting Group.

Antonio Rodrigues joined Bain & Company's Toronto office in 1990. He served as Senior Partner and led the Wealth and Asset Management practice across the Americas, transitioning to Advisory Partner at the start of 2025 while continuing to lead the practice. 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.

Career

Professional history.

2025 — Present
Dunedin Consulting Group Inc.
Founding Principal

Independent boutique advisory practice concentrated in wealth management, asset management, and life insurance strategy. Toronto.

2001 — Present
Senior Partner / Advisory Partner
Bain & Company
Former Senior Partner, currently Advisory Partner · Leader, Americas Wealth and Asset Management Practice

Returned to Bain in January 2001 as Senior Partner and led the Americas Wealth and Asset Management Practice. 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. First joined Bain Toronto in 1990, leaving briefly in 1999 for a role at Chapters Online before returning.

June 2025 — Present
Earned Wealth
Board Member

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.

March 2024 — Present
Trilogy Financial
Board Member

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.

November 2020 — Present
Peloton Capital Management
Senior Advisor

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.

Current
Atlantic Salmon Federation
Director, Canadian Board of Directors

The Atlantic Salmon Federation is a non-profit organization dedicated to the conservation and restoration of wild Atlantic salmon and the ecosystems on which they depend. Tony serves as a Director on the ASF Canada Board.

2017 — 2022
Capitalize for Kids
Board Member

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.

1999 — 2000
Chapters Online
Vice President, Strategic Planning

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.

Areas of Expertise

Areas of expertise.

Core Sectors

  • Wealth Management (independent, bank-owned, full-service)
  • Asset Management (traditional and alternative)
  • Life Insurance (individual, group, annuities)
  • Private Equity and Alternative Assets
  • AM/Insurance Convergence

Functional Capabilities

  • Corporate and Business Unit Strategy
  • Distribution Strategy and Channel Design
  • Customer Loyalty and Retention
  • M&A Strategy and Merger Integration
  • Operating Model and Organizational Design

Geographic Markets

  • Canada
  • United States
  • Europe
  • Latin America

Published Research (via Bain)

  • Wealth & Asset Management M&A (2024, 2022, 2021)
  • Earning Customer Loyalty in Wealth Management
  • Private Asset Investing and Market Infrastructure
  • Life Insurers and the Move to Asset Management
Education

Academic credentials.

INSEAD
MBA with Distinction · 1996 · Fontainebleau, France

Among the world's most respected international business schools. Completed with distinction.

Queen's University
BComm, First Class Honours · 1986–1990

Queen's Smith School of Business, one of Canada's foremost undergraduate business programmes.

Board and Advisory Positions
Peloton Capital Management
Senior Advisor
Trilogy Financial
Board Member
Earned Wealth
Board Member
Atlantic Salmon Federation
Director, Canada Board
Capitalize for Kids
Board Member · 2017–2022
Advisory work
Associate
AR
Andrew Rodrigues
Associate
Location
Toronto, Ontario, Canada
Education
HBA, Ivey Business School, Western University (2026)
Experience
Strategy Analyst (Summer Internship), Power Corporation of Canada (2025)
LinkedIn
Biography

Strategy and research background with experience in corporate strategy and financial services advisory.

Andrew Rodrigues is an Associate at Dunedin Consulting Group. He holds an HBA from Ivey Business School, Western University (2026). Prior to Ivey, he completed studies in Computer Science at Western and History at Huron University College, the latter on the Dean's Honour List. He completed an exchange semester at the University of Economics Prague in early 2026.

Andrew completed an internship at Power Corporation of Canada on their Strategy team, where he reported to a VP of Strategy and led two independent projects presented to senior leadership. His work included a strategic fit assessment of U.S. acquisition targets in the benefits administration and human capital technology sector, and a comparative analysis of asset manager-backed and traditional U.S. life insurers covering general account portfolio construction, capital efficiency metrics and regulatory dynamics.

Andrew brings financial modelling, research and analytical capabilities to the firm, supporting client engagements across the three core sectors.