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
2025-03-04 06:35:05
Folder
INBOX
--Apple-Mail-8B04546D-B7EB-4E43-AA9D-1E99ED47C6D4 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable Still no Key withdrawals. The pre autho= rization for Dad=E2=80=99s March 1st monthly care home fees have been withdr= awn. C= heryl&nbsp; On Mar 3, 20= 25, at 5:35=E2=80=AFPM, Cheryl Learmonth &lt;clearmonth@shaw.ca&gt; wrote: =EF=BB=BF= Tha= nk you&nbsp; February 19th was the last withdrawal. = I am accountable for the management of my father=E2=80=99s finances. &n= bsp;To pay for these invoices I am cashing in GICs and stock holdings. &nbsp= ;I am following the schedule that previously existed. &nbsp; I now have $21,000 turned into cash that has not been withdrawn. &= nbsp;I will need to explain this to auditors. Pleas= e fix this or bill me monthly. Cheryl&nbsp; On Mar 3, 2025, at 4:39=E2=80=AFPM, Timothy Thomas &lt;tt@theke= y.com&gt; wrote: =EF=BB=BF Lito, 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 happening again with this account. Also this i= s the 3rd email sent since last week,&nbsp; Cathy Gerth Client Success Manager&nbs= p; Direct: 778-403-6148 Office: &nbsp;778-279-3634 Email:&nbsp; cgerth@theke= y.com On Fri, Fe= b 28, 2025 at 8:50=E2=80=AFA

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