Re: Canadian GMs

Understood, thanks.

Just to clarify, this client qualifies as a net new referral source and a
Trusted Advisor, correct?

Best regards,
* Timon Page *
General Manager, Ontario
*Please note my email address has changed:*
timon.page@thekey.com
Mobile: (437) 223-0841
TheKey.com <https://thekey.com/>
<https://thekey.com>


On Wed, Jun 25, 2025 at 11:23 AM Christopher Rafferty <
christopher.rafferty@thekey.com> wrote:

> I see - so this client I do see is being credited to you now, however she
> has not reached $5K in revenue yet so there is no commission/bonus for this
> client yet. Once she hits $5K, she will generate commission for you within
> the month she hits that target $ amount. So no action required here
>
> Thanks!
> CR
>
> On Wed, Jun 25, 2025 at 11:19 AM Timon Page <timon.page@thekey.com> wrote:
>
>> Eileen Laker
>>
>> Thanks Christopher.
>>
>> Best regards,
>> * Timon Page *
>> General Manager, Ontario
>> *Please note my email address has changed:*
>> timon.page@thekey.com
>> Mobile: (437) 223-0841
>> TheKey.com <https://thekey.com/>
>> <https://thekey.com>
>>
>>
>> On Wed, Jun 25, 2025 at 11:11 AM Christopher Rafferty <
>> christopher.rafferty@thekey.com> wrote:
>>
>>> Hi all.
>>>
>>> What is the name of the client? (not account name TD Wealth)
>>>
>>> On Tue, Jun 24, 2025 at 3:44 PM Timon Page <timon.page@thekey.com>
>>> wrote:
>>>
>>>> Hi Christopher.
>>>>
>>>> I now have marketer credit.
>>>>
>>>> Best regards,
>>>> * Timon Page *
>>>> General Manager, Ontario
>>>> *Please note my email address has changed:*
>>>> timon.page@thekey.com
>>>> Mobile: (437) 223-0841
>>>> TheKey.com <https://thekey.com/>
>>>> <https://thekey.com>
>>>>
>>>>
>>>> On Fri, Jun 20, 2025 at 9:36 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>
>>>>> Hi Timon,
>>>>>
>>>>> Can you confirm that you are set up as Marketer credit under the admin
>>>>> tab?
>>>>>
>>>>> On Fri, Jun 20, 2025 at 9:23 AM Timon Page <timon.page@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> Hi Christopher
>>>>>>
>>>>>> Just circling back on this as I have not heard anything. I have
>>>>>> included a screenshot as reference.
>>>>>>
>>>>>> [image: image.png]
>>>>>>
>>>>>> Best regards,
>>>>>> * Timon Page *
>>>>>> General Manager, Ontario
>>>>>> *Please note my email address has changed:*
>>>>>> timon.page@thekey.com
>>>>>> Mobile: (437) 223-0841
>>>>>> TheKey.com <https://thekey.com/>
>>>>>> <https://thekey.com>
>>>>>>
>>>>>>
>>>>>> On Mon, May 12, 2025 at 10:49 AM Christopher Rafferty <
>>>>>> christopher.rafferty@thekey.com> wrote:
>>>>>>
>>>>>>> Hi TImon.
>>>>>>>
>>>>>>> I don't see any data in Tableau for you in April or May, let me
>>>>>>> forward this to our DnA team and have them take a look.
>>>>>>>
>>>>>>> Thanks
>>>>>>> CR
>>>>>>>
>>>>>>> On Fri, May 9, 2025 at 2:15 PM Timon Page <timon.page@thekey.com>
>>>>>>> wrote:
>>>>>>>
>>>>>>>> I had a new referral account Trusted Advisor start - TD Wealth
>>>>>>>> Private Trust.
>>>>>>>>
>>>>>>>>
>>>>>>>> Best regards,
>>>>>>>> * Timon Page *
>>>>>>>> General Manager, Ontario
>>>>>>>> *Please note my email address has changed:*
>>>>>>>> timon.page@thekey.com
>>>>>>>> Mobile: (437) 223-0841
>>>>>>>> TheKey.com <https://thekey.com/>
>>>>>>>> <https://thekey.com>
>>>>>>>>
>>>>>>>>
>>>>>>>> On Fri, May 9, 2025 at 10:55 AM Timothy Thomas <tt@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>> Hey team,
>>>>>>>>>
>>>>>>>>> Outside of VCH in Vancouver, do any of you have clients under your
>>>>>>>>> referral accounts that would have achieved the $5K USD threshold for the
>>>>>>>>> HCL style payout? For April?
>>>>>>>>>
>>>>>>>>> Thanks
>>>>>>>>>
>>>>>>>>> On Fri, May 9, 2025 at 10:53 AM Christopher Rafferty <
>>>>>>>>> christopher.rafferty@thekey.com> wrote:
>>>>>>>>>
>>>>>>>>>> Hey Tim! When I pulled from Tableau I did not see
>>>>>>>>>> any...anybody in specific you want me to check out?
>>>>>>>>>>
>>>>>>>>>> On Thu, May 8, 2025 at 4:38 PM Timothy Thomas <tt@thekey.com>
>>>>>>>>>> wrote:
>>>>>>>>>>
>>>>>>>>>>> Hi Chris,
>>>>>>>>>>>
>>>>>>>>>>> Are there any HCL style payouts for the GMs in Canada for April?
>>>>>>>>>>>
>>>>>>>>>>> Thanks!
>>>>>>>>>>>
>>>>>>>>>>> --
>>>>>>>>>>>
>>>>>>>>>>> *Tim Thomas*
>>>>>>>>>>> Head of Midwest & Canada Divisions | *TheKey*
>>>>>>>>>>> Mobile: 514.591.9387
>>>>>>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>>>>>>
>>>>>>>>>>