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

From
Steve Koyanagi <skoyanagi@thekey.com>
To
Sharon Speirs <sspeirs@thekey.com>
CC
Kathryn Nester <knester@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Tue, 22 Jul 2025 12:31:40 -0700
Folder
INBOX
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
>>>>>
>>>>

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