Re: Theft $ Details: Helen Beresford's Bank Records

Hello,

This has been wired this morning.

Thank you,
Dylan

On Mon, Aug 18, 2025 at 6:51 AM Sharon Speirs <sspeirs@thekey.com> wrote:

> Good morning
> Yes the amount is 3107.56 and is the original amount.
> Sharon
>
>
> Sharon, Speirs
>
> General Manager
>
> Vancouver, BC
>
> Office: 778.279.3634
>
> sspeirs@thekey.com
>
> TheKey.ca   <https://thekey.ca/>
>
> [image: TheKey]
>
>
>
>
>
>
>
> On Sun, Aug 17, 2025 at 6:08 PM Dylan Hodson <dylan.hodson@thekey.com>
> wrote:
>
>> Hi Sharon,
>>
>> Can you please confirm that the amount to be paid listed in the original
>> email is correct and that it is in CAD?
>>
>> Thank you,
>> Dylan
>>
>> On Fri, Aug 15, 2025 at 11:21 AM Sharon Speirs <sspeirs@thekey.com>
>> wrote:
>>
>>> Hi All
>>>
>>> Here is the signed agreement and a copy of a void cheque so we can get
>>> the client her funds and close this case.
>>> I appreciate all the help with this
>>> Sharon
>>>
>>> Sharon, Speirs
>>>
>>> General Manager
>>>
>>> Vancouver, BC
>>>
>>> Office: 778.279.3634
>>>
>>> sspeirs@thekey.com
>>>
>>> TheKey.ca   <https://thekey.ca/>
>>>
>>> [image: TheKey]
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>> On Fri, Jul 25, 2025 at 9:31 AM Sharon Speirs <sspeirs@thekey.com>
>>> wrote:
>>>
>>>> Thank you all
>>>> I have sent the auth form to the nephew and will send a courier on
>>>> Monday to pick up signed agreement and the form
>>>> then we can have all we need.
>>>> Appreciate the help everyone
>>>> Sharon
>>>>
>>>> Sharon, Speirs
>>>>
>>>> General Manager
>>>>
>>>> Vancouver, BC
>>>>
>>>> Office: 778.279.3634
>>>>
>>>> sspeirs@thekey.com
>>>>
>>>> TheKey.ca   <https://thekey.ca/>
>>>>
>>>> [image: TheKey]
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>> On Fri, Jul 25, 2025 at 7:30 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>
>>>>> @Sharon Speirs <sspeirs@thekey.com> can you please provide that?
>>>>>
>>>>> On Fri, Jul 25, 2025 at 9:47 AM Dylan Hodson <dylan.hodson@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> Hi Tim,
>>>>>>
>>>>>> For Canada we do not have a dedicated form, this is something we will
>>>>>> work to create in the future.
>>>>>>
>>>>>> As long as your ACH form has the information requested or if it isn't
>>>>>> all inclusive, you can provide the details in an email, that should suffice.
>>>>>>
>>>>>> @Steve Koyanagi <skoyanagi@thekey.com> Once we receive the payment
>>>>>> details, are we okay to proceed from a legal standpoint?
>>>>>>
>>>>>> Thank you,
>>>>>> Dylan
>>>>>>
>>>>>> On Thu, Jul 24, 2025 at 6:48 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>>>
>>>>>>> Thanks Dylan, this is the preferred method.
>>>>>>>
>>>>>>> Would you have a form that the client could fill out to simplify the
>>>>>>> process? Alternatively we have our ACH form that might work.
>>>>>>>
>>>>>>> On Wed, Jul 23, 2025 at 10:30 AM Dylan Hodson <
>>>>>>> dylan.hodson@thekey.com> wrote:
>>>>>>>
>>>>>>>> Good Morning,
>>>>>>>>
>>>>>>>> Assisting while Laszlo is out. From a Treasury perspective, we
>>>>>>>> would be willing to facilitate a wire payment to this customer to expedite
>>>>>>>> the process.
>>>>>>>>
>>>>>>>> I would defer to Steve as far as the signed legal agreements and
>>>>>>>> such, but we would still require the banking details from this customer in
>>>>>>>> order to process a wire outside of the typical vendor set up process that
>>>>>>>> An does. From a controls perspective, if we are not doing any vendor
>>>>>>>> validation prior to submitting payment we would want to make sure that the
>>>>>>>> customer knows that their banking information must be complete and
>>>>>>>> accurate, otherwise the funds may be sent to an incorrect account.
>>>>>>>>
>>>>>>>> If this is going into a Canadian bank account, we would need the
>>>>>>>> customers bank number, branch number, and account number as well as their
>>>>>>>> full name, address, and email address.
>>>>>>>>
>>>>>>>> Thank you,
>>>>>>>> Dylan
>>>>>>>>
>>>>>>>> *From:* Steve Koyanagi <skoyanagi@thekey.com>
>>>>>>>> *Date:* July 22, 2025 at 5:19:14 PM CDT
>>>>>>>> *To:* Sharon Speirs <sspeirs@thekey.com>
>>>>>>>> *Cc:* an.ly@thekey.com, Laszlo Kovacs <laszlo.kovacs@thekey.com>,
>>>>>>>> Timothy Thomas <tt@thekey.com>, Kathryn Nester <knester@thekey.com>
>>>>>>>> *Subject:* *Re: Theft $ Details: Helen Beresford's Bank Records*
>>>>>>>>
>>>>>>>> 
>>>>>>>> Hi Sharon,
>>>>>>>>
>>>>>>>> This release will ensure that our 3k payment will fully resolve
>>>>>>>> this matter once and for all and that the client cannot raise any
>>>>>>>> future issues about it. Compared to most legal documents, we really
>>>>>>>> streamlined it so I think this is as short as we can do.
>>>>>>>>
>>>>>>>> Given the client is no longer on services I do think it's important
>>>>>>>> that we get this document signed rather than just issuing the payment
>>>>>>>> without any assurances the matter is resolved.
>>>>>>>>
>>>>>>>> Happy to discuss further if needed.
>>>>>>>>
>>>>>>>>
>>>>>>>> On Tue, Jul 22, 2025 at 3:02 PM Sharon Speirs <sspeirs@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>> Hi all
>>>>>>>>> Is there no simpler form of paying this already unhappy client? I
>>>>>>>>> thought we could set up a wire transfer directly to her bank once I get the
>>>>>>>>> information as it is a one time payment as she has moved to long term care
>>>>>>>>> now.
>>>>>>>>> Is this the only way we can get the funds for her?
>>>>>>>>> Sharon
>>>>>>>>>
>>>>>>>>> Sharon, Speirs
>>>>>>>>>
>>>>>>>>> General Manager
>>>>>>>>>
>>>>>>>>> Vancouver, BC
>>>>>>>>>
>>>>>>>>> Office: 778.279.3634
>>>>>>>>>
>>>>>>>>> sspeirs@thekey.com
>>>>>>>>>
>>>>>>>>> TheKey.ca   <https://thekey.ca/>
>>>>>>>>>
>>>>>>>>> [image: TheKey]
>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> On Tue, Jul 22, 2025 at 2:49 PM <an.ly@thekey.com> wrote:
>>>>>>>>>
>>>>>>>>>> Hi Laszlo/Steve/ Tim,
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> I can assist to set up this vendor and payment , but still need
>>>>>>>>>> Steve or Tim to log into Coupa to request a new supplier. I’ve attached the
>>>>>>>>>> new supplier request process.
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> Once the new request is complete , please let me know. I will
>>>>>>>>>> take over the rest to make vendor active in Coupa.
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> Steve /Tim will need to request for a check once the vendor is
>>>>>>>>>> active in Coupa.
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> Thanks,
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> *An Ly*
>>>>>>>>>>
>>>>>>>>>> *Accounts Payable Manager*
>>>>>>>>>>
>>>>>>>>>> an.ly@thekey.com
>>>>>>>>>> <https://brand.thekey.com/esg/lcastaneda@thekey.com>
>>>>>>>>>>
>>>>>>>>>> *TheKey.com*
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> [image: image001.png]
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> *From:* Laszlo Kovacs <laszlo.kovacs@thekey.com>
>>>>>>>>>> *Sent:* Tuesday, July 22, 2025 1:26 PM
>>>>>>>>>> *To:* Timothy Thomas <tt@thekey.com>; An Ly <an.ly@thekey.com>
>>>>>>>>>> *Cc:* Steve Koyanagi <skoyanagi@thekey.com>; Sharon Speirs <
>>>>>>>>>> sspeirs@thekey.com>; Kathryn Nester <knester@thekey.com>
>>>>>>>>>> *Subject:* Re: Theft $ Details: Helen Beresford's Bank Records
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> Hi Tim,
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> Adding An in here to help facilitate the payment. I believe all
>>>>>>>>>> we’ll need is the payment instructions, but An, please do keep me honest
>>>>>>>>>> here.
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> Thanks,
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> On Jul 22, 2025, at 2:38 PM, Timothy Thomas <tt@thekey.com>
>>>>>>>>>> wrote:
>>>>>>>>>>
>>>>>>>>>> 
>>>>>>>>>>
>>>>>>>>>> adding in @Laszlo Kovacs <laszlo.kovacs@thekey.com> who can help
>>>>>>>>>> us out with this.
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> Lasz we need to provide a settlement payment to a client (who was
>>>>>>>>>> not set up as a payor, as the government paid for their care). Can we send
>>>>>>>>>> them a wire or etransfer?
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> On Tue, Jul 22, 2025 at 3:31 PM Steve Koyanagi <
>>>>>>>>>> skoyanagi@thekey.com> wrote:
>>>>>>>>>>
>>>>>>>>>> All good!
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> Do you have a primary finance contact at TheKey? Can you confirm
>>>>>>>>>> with them that all we'll need is the client's bank account information to
>>>>>>>>>> process this settlement? Assuming that's the case then yes we'll need Peter
>>>>>>>>>> to give us that information.
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> On Tue, Jul 22, 2025 at 11:15 AM Sharon Speirs <
>>>>>>>>>> sspeirs@thekey.com> wrote:
>>>>>>>>>>
>>>>>>>>>> Thank you Steve, I must have missed it!
>>>>>>>>>>
>>>>>>>>>> The client does not have an account on file as she was under our
>>>>>>>>>> surge provider agreement with Vancouver coastal Health so please do not
>>>>>>>>>> send them the money. Do you want me to get her account information from
>>>>>>>>>> Peter?
>>>>>>>>>>
>>>>>>>>>> Sharon
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> *Sharon, Speirs*
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> General Manager
>>>>>>>>>>
>>>>>>>>>> Vancouver, BC
>>>>>>>>>>
>>>>>>>>>> Office: 778.279.3634
>>>>>>>>>>
>>>>>>>>>> sspeirs@thekey.com
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> *TheKey.ca*   <https://thekey.ca/>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> [image: TheKey]
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> On Tue, Jul 22, 2025 at 10:31 AM Steve Koyanagi <
>>>>>>>>>> skoyanagi@thekey.com> wrote:
>>>>>>>>>>
>>>>>>>>>> Hi Sharon,
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> I am back from PTO today and catching up on emails. I sent the
>>>>>>>>>> agreement on 7/14 (see below), but here it is again.
>>>>>>>>>>
>>>>>>>>>> ---------- Forwarded message ---------
>>>>>>>>>> From: *Steve Koyanagi* <skoyanagi@thekey.com>
>>>>>>>>>> Date: Mon, Jul 14, 2025 at 5:03 PM
>>>>>>>>>> Subject: Re: Theft $ Details: Helen Beresford's Bank Records
>>>>>>>>>> To: Sharon Speirs <sspeirs@thekey.com>, Timothy Thomas <
>>>>>>>>>> tt@thekey.com>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> Sharon,
>>>>>>>>>>
>>>>>>>>>> Attached is a draft settlement agreement to present to Helen
>>>>>>>>>> Beresford. As outlined in section 1, once the agreement is fully executed,
>>>>>>>>>> we've agreed to issue the $3,107.56 payment diretly to client's account on
>>>>>>>>>> file within 30 days.
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> If you have any questions before sending over to the client let
>>>>>>>>>> me know. Thanks.
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> On Mon, Jul 14, 2025 at 2:48 PM Sharon Speirs <sspeirs@thekey.com>
>>>>>>>>>> wrote:
>>>>>>>>>>
>>>>>>>>>> Hi there
>>>>>>>>>>
>>>>>>>>>> Will this work as he will explain it to her and then have her
>>>>>>>>>> sign - she was able to make many decisions for herself but does have
>>>>>>>>>> cognitive decline but had not got a power of attorney as of yet.
>>>>>>>>>>
>>>>>>>>>> Sharon
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> *Sharon, Speirs*
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> General Manager
>>>>>>>>>>
>>>>>>>>>> Vancouver, BC
>>>>>>>>>>
>>>>>>>>>> Office: 778.279.3634
>>>>>>>>>>
>>>>>>>>>> sspeirs@thekey.com
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> *TheKey.ca*   <https://thekey.ca/>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> [image: TheKey]
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> ---------- Forwarded message ---------
>>>>>>>>>> From: *Peter Beresford* <peterberesford78@gmail.com>
>>>>>>>>>> Date: Mon, Jul 14, 2025 at 2:13 PM
>>>>>>>>>> Subject: Re: Theft $ Details: Helen Beresford's Bank Records
>>>>>>>>>> To: Sharon Speirs <sspeirs@thekey.com>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> Hi Sharon,
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> I’m her substitute decision maker and rep for her at the bank,
>>>>>>>>>> despite not being a legal POA.
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> If you need her to sign an agreement, feel free to email it. I’ll
>>>>>>>>>> print it, get her to sign it, and then send you a scan of it.
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> Does that work?
>>>>>>>>>>
>>>>>>>>>> Peter
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> On Mon, Jul 14, 2025 at 1:55 PM Sharon Speirs <sspeirs@thekey.com>
>>>>>>>>>> wrote:
>>>>>>>>>>
>>>>>>>>>> Hi Peter
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> The only thing I need is the power of attorney so we can send an
>>>>>>>>>> agreement for payment as Helen is likely not able to do that? Are you able
>>>>>>>>>> to send me a copy of it if you are her POA?
>>>>>>>>>>
>>>>>>>>>> Let me know
>>>>>>>>>>
>>>>>>>>>> Sharon
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> *Sharon, Speirs*
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> General Manager
>>>>>>>>>>
>>>>>>>>>> Vancouver, BC
>>>>>>>>>>
>>>>>>>>>> Office: 778.279.3634
>>>>>>>>>>
>>>>>>>>>> sspeirs@thekey.com
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> *TheKey.ca*   <https://thekey.ca/>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> [image: TheKey]
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> On Mon, Jul 14, 2025 at 6:19 AM Peter Beresford <
>>>>>>>>>> peterberesford78@gmail.com> wrote:
>>>>>>>>>>
>>>>>>>>>> Hi Sharon, (CC: family)
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> Following up on our last phone conversation, here is Helen's bank
>>>>>>>>>> account statement, documenting thefts from her ATM card between March 27
>>>>>>>>>> and April 16, 2025.
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> *The total is $3107.56.  *Thank you for your kind offer to
>>>>>>>>>> reimburse Helen for these funds.
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> The spreadsheet is colour coded, with an explanation at the top.
>>>>>>>>>> If your legal person requires this in a different format, such as pdf,
>>>>>>>>>> please let me know.
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> How would you like to transfer funds? Directly to her bank? Or
>>>>>>>>>> cheque?
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> Kindly,
>>>>>>>>>>
>>>>>>>>>> Peter Beresford
>>>>>>>>>>
>>>>>>>>>> 778-839-5687
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>
>>>>>>>> --
>>>>>>>>
>>>>>>>> *Dylan Hodson*
>>>>>>>>
>>>>>>>> Manager, Treasury | TheKey
>>>>>>>>
>>>>>>>> Mobile: 620.842.2991
>>>>>>>>
>>>>>>>> <http://www.thekey.com>
>>>>>>>>
>>>>>>>>
>>>>>>
>>>>>> --
>>>>>>
>>>>>> *Dylan Hodson*
>>>>>>
>>>>>> Manager, Treasury | TheKey
>>>>>>
>>>>>> Mobile: 620.842.2991
>>>>>>
>>>>>> <http://www.thekey.com>
>>>>>>
>>>>>>
>>
>> --
>>
>> *Dylan Hodson*
>>
>> Manager, Treasury | TheKey
>>
>> Mobile: 620.842.2991
>>
>> <http://www.thekey.com>
>>
>>

-- 

*Dylan Hodson*

Manager, Treasury | TheKey

Mobile: 620.842.2991

<http://www.thekey.com>