Re: Missing withdrawals on Clients account - [#1055076]

From
Cheryl Learmonth <clearmonth@shaw.ca>
To
Timothy Thomas <tt@thekey.com>
CC
Cathy Gerth <cgerth@thekey.com>, Lito Delapena <lito.delapena@thekey.com>, Sharon Speirs <sspeirs@thekey.com>, Marc Atkinson <billing@thekey.com>, karen.birch@shaw.ca
Date
2025-03-03 17:35:18
Folder
INBOX
--Apple-Mail-8A895D65-3CF3-4A2A-AE34-52AC3E5D7469 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable Thank you&nbsp; February 19th was the l= ast withdrawal. I am accountable for the management= of my father=E2=80=99s finances. &nbsp;To pay for these invoices I am cashi= ng in GICs and stock holdings. &nbsp;I am following the schedule that previo= usly existed. &nbsp; I now have $21,000 turned into= cash that has not been withdrawn. &nbsp;I will need to explain this to audi= tors. Please fix this or bill me monthly. Cheryl&nbsp; On Mar 3, 2025, at 4:39=E2= =80=AFPM, Timothy Thomas &lt;tt@thekey.com&gt; wrote: =EF=BB=BF Li= to, could you please look into this? On Mon, Mar 3,= 2025 at 7:33=E2=80=AFPM Cathy Gerth &lt; cgerth@thekey.com &gt; wrote: = Hello Can we please find out what is happeni= ng again with this account. Also this is the 3rd email sent since last week,= &nbsp; Cathy Gerth Client Success Manager&nbsp; Direct: 778-403-6148 Office: &nbsp;= 778-279-3634 Email:&n= bsp; cgerth@thekey.com = On Fri, Feb 28, 2025 at 8:50=E2=80=AFAM Ch= eryl Learmonth &lt; c= learmonth@shaw.ca &gt; wrote: I have not seen a withdrawal from the Key t= his week.&nbsp; Please check on the

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