Re: Automated Client Communication – Canada Amalga mation

From
Tammi Franzese <tammi.franzese@thekey.com>
To
Audra Williams <audraw@thekey.com>, Umesh Shah <ushah@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Nina Kani <nkani@thekey.com>, Steve Koyanagi <skoyanagi@thekey.com>
Date
Thu, 16 Oct 2025 15:41:47 -0400
Folder
INBOX
--000000000000f3309106414bd0ca Content-Type: multipart/alternative; boundary="000000000000f3309006414bd0c8" --000000000000f3309006414bd0c8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Audra and Umesh, Thank you again for meeting with me today. Luckily, our attorney got back to me quickly. The attached template is approved to send to all affected clients without the need for personalization. The target date to send this template to all affected clients by email with delivery and read receipts is Oct. 27, 2025. The CAD entities that are merging, which will affect their clients, are listed in the subject line of the template. They're also listed below for your easy reference. Orofresh Enterprises Inc. 2004437 Alberta Ltd. SJD Care Services Inc. Home Care Assistance (Montreal) Inc./Assistance Et Soins a Domicile (Montreal) Inc. Arya Healthy Living Oakville Inc. Prairie Senior Care Inc. I don't know how many clients will need to receive this notice but I'm sure @Audra Williams can point us in the right direction. Feel free to contact me if you have any questions. Sincerely, Tammi Franzese Senior Corporate Paralegal | TheKey Mobile: 813.521.5269 On Wed, Oct 15, 2025 at 10:47=E2=80=AFAM Tammi Franzese wrote: > Good Morning Audra and Umesh, > > Thank you, Audra, for initiating this effort. I'll schedule a call for us > to review this, discuss what is needed to make this happen, and set the > start date. I'll get it on our calendars ASAP so this initiative can be > completed by the legal deadline. Kindly note that the *client notices > must be sent by email no later than Nov. 1, 2025,* so we have about two > weeks to accomplish this. > > Let me know if others should attend this meeting, and I'll be sure to > include them. > > Thank you in advance for your assistance. > > Sincerely, > > Tammi Franzese > > Senior Corporate Paralegal | TheKey > > Mobile: 813.521.5269 > > > > > > On Tue, Oct 14, 2025 at 2:17=E2=80=AFPM Audra Williams wrote: > >> Hi Umesh! >> >> I wanted to check in to see how we might be able to send out an automate= d >> email to all clients in Canada to notify them of our amalgamation. >> >> Is there a way to manage this centrally so that it goes out automaticall= y >> and we don=E2=80=99t place additional burden on the field teams? Ideally= , we=E2=80=99d want >> the communication to be consistent, branded, and trackable, while ensuri= ng >> that all active clients receive it. >> >> Please let me know what options might be available or what information >> you=E2=80=99d need from my end to get started. >> >> Thank you so much for your help! >> >> Best, >> >> -- >> >> *Audra N. Williams* >> >> Director, Divisional Operations | TheKey >> >> Mobile: 425.757.7027 >> >> >> >> --000000000000f3309006414bd0c8 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Audra= and Umesh, Thank you again for meetin= g=C2=A0with me today. Luckily, our attorney got back to me quickl

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