Re: Caregiver Theft

From
Steve Koyanagi <skoyanagi@thekey.com>
To
Chuck Terlesky <cterlesky@thekey.com>
CC
Timothy Thomas <tt@thekey.com>
Date
Wed, 1 May 2024 11:18:53 -0700
Folder
INBOX
--0000000000008090cd061768855f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable What is the alleged $ amount that was stolen? On Wed, May 1, 2024 at 11:17=E2=80=AFAM Chuck Terlesky wrote: > Hi Steve and Timothy, > > Please see Brian's message below on a former client. The family is asking > for reimbursement of funds taken from their account by a caregiver. > > I want to find out the next steps and if we have to make an insurance > claim. > > Feel free to let me know if you can provide any guidance. > > Regards, > Chuck > > ---------- Forwarded message --------- > From: Brian Boxall > Date: Wed, May 1, 2024 at 12:11=E2=80=AFPM > Subject: Caregiver Theft > To: Chuck Terlesky , Chandani Patel cpatel@thekey.com> > > > On Sept 8th, 2023 we had a report that CG Madhu Mehta was suspected of > theft by taking the client for personal banking and having additional > funds drawn. > > We immediately placed the caregiver on DNS and did not schedule her > elsewhere. Caregiver denied any wrongdoing. > > Police were notified and investigated. According to client POA ,charges o= f > theft have been laid against the Caregiver. > > Client family is now asking about potential legal remedy from TheKey. > > -- > Brian Boxall > > Client Success Manager > > Direct 431 887 1785 > > Office 204 489 6000 > > > > > > TheKey.ca > > [image: TheKey] > > > > -- > Chuck Terlesky B.A., CCPE > General Manager > Winnipeg and Calgary > > Calgary: 403-301-3777 > Winnipeg: 204-489-6000 > > TheKey.ca > > [image: TheKey] > > --0000000000008090cd061768855f Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable What is the alleged $ amount=C2=A0that was stolen? On Wed, = May 1, 2024 at 11:17=E2=80=AFAM Chuck Terlesky &lt; cterlesky@thekey.com &gt; wrote: Hi=C2=A0Steve and Timothy, Please see Brian&#39;s message below on = a former client. The family is asking for reimbursement of funds taken from= their account by a caregiver.=C2=A0 I want to find out the next steps and if we have to make an ins= urance claim.=C2=A0 Feel = free to let me know if you can provide any guidance. Regards, Chuck ---------- Forwarded message --------- From: = Brian Boxall &lt; b= boxall@thekey.com &gt; Date: Wed, May 1, 2024 at 12:11=E2=80= =AFPM Subject: Caregiver Theft To: Chuck Terlesky &lt; cterlesky@thekey.com &gt;, Ch= andani Patel &lt; cpa= tel@thekey.com &gt; On Sept 8th, 2023 = we had a report that CG Madhu Mehta was suspected of theft=C2=A0by taking t= he client for personal banking and having=C2=A0 additional funds drawn. We immediately placed the caregiver on DNS and did not sche= dule=C2=A0her elsewhere. Caregiver denied any wrongdoing. Police=C2=A0were notified and investigated. According to client POA= =C2=A0,charges of theft have been laid against the Caregiver. Client family is now asking about potential legal remedy from T= heKey. -- Bria

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