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

Hi Steve
Of course, I  am not concerned about the document as I sent that off as I
agree we need it resolved and finished. My concern is only the payment
method and getting them on-boarded to Coupa as I have only asked him for
her bank account information .
The agreement is absolutely no issue and I apologize if I confused you
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 3:19 PM Steve Koyanagi <skoyanagi@thekey.com> wrote:

> 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*
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>> *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
>>>
>>>