Neil Rozema

Neil Rozema

Neil Rozema

Principal, CPA, CMA, CA

Neil grew up outside of Barrhead, a small farming community near Edmonton. He earned his first degree from the King’s University College, and went on to achieve a Certified Management Accounting designation in 1998. In 2002, Neil obtained his CA designation and moved to Grande Prairie to join Davis Kohlsmith & Kay, and within three years made partner. Over the years the name of the firm and partners have changed but now he is proud to be a principal with a progressive team at Fulcrum Group.

Neil works with clients to understand their financial and tax positions. He makes sure to fully understand every unique situation. With years of experience in the field, he offers professional and expert planning and informed consulting to ensure clients are in the best financial situation.

Fulcrum is a great group of approachable employees and Neil loves coming to the office and working with them every day. He believes his team will deliver the best possible advice and service and that Fulcrum clients truly value that.

Other loves include spending as much quality time with his family as possible, especially exploring the outdoors or travelling. His personal time is spent listening to music, working on projects around the house, or playing outdoors on the ski slopes and quad trails.