Who:               Calidad Investment & Financial Services Inc.

Country:          Barbados


Calidad Investment & Financial Services Inc. is a provider of financial and business advisory services solutions to private and public sector entities. Established in 2004, Calidad enables organizational strengthening and high performance through the ‘Calidad Financial Integrations (CFin) Model’, a metric based tool focused on organizational diagnostic analysis, planning, and risk performance management.

The firm’s specialties include market surveys, business intelligence analysis, planning and enterprise development, fund sourcing, financial planning, organizational benchmarking, and process flow management.

Assistance received:

Since 2008, Calidad Investment and Financial Services Inc. has participated in the Management Consultants Symposium hosted by Caribbean Export Development Agency (Caribbean Export) in partnership with the Caribbean Institute of Certified Management Consultants (CICMC).

In 2012, the 4th Annual Symposium was held in Montego Bay, Jamaica. The objectives of the three-day event was to provide a forum that sought to achieve increased levels of penetration in the European Union (EU) markets by the Caribbean Forum (CARIFORUM) firms, through a business-to-business (B2B) interface between EU and CARIFORUM management consulting firms, as well as training to enhance the competitiveness of CARIFORUM management consultants.


The networking opportunities at the Symposium led to the formalization of the Caribbean Centre for Organizational Excellence (CCOE). The CCOE is a non-profit entity dedicated to the enabling of organizational excellence, optimization of productive capacity and development of world-renowned organizations within the Caribbean.

The Centre focuses on promoting the principles of organizational excellence in public and private institutions across the Caribbean; this is achieved by taking excellence-driven firms and pairing them with competent individuals with the aim of increasing competiveness. Caribbean Export can be directly credited with creating an environment that fostered a meeting of minds at the Symposium, which laid the groundwork for CCOE.

According to Managing Director of Calidad Investment & Financial Services Inc., Jerry Blenman, “the response to CCOE has been phenomenal with nearly 500 professionals – primarily from across the region – joining the organization”. “The Centre has also attracted the attention of counterparts in New Zealand and Canada”, Blenman added.


“Management Consulting in CARIFORUM is still in its developmental stage and the profession is at crossroads because of competition from international firms”, commented Jerry Blenman. “However, the Symposium is a unique and worthwhile initiative that not only provides a platform for professional services to exchange ideas with the aim of driving competitiveness within the region, but also fosters capacity building through the training exercises that are offered”, Blenman concluded.

Contact Details:

Calidad Investment & Financial Services Inc.

Tel: 1-246-420-2018/1-246-240-9126

Email: [email protected]