--- title: "LockDocs: The Latest" description: "The home for all things LockDocs: resources, updates and news from the realm of financial services, information security, and more." image: https://blog.lockdocs.com/hubfs/stock2.png --- [Skip to content](https://blog.lockdocs.com/latest#main-content) [![Logo small (2)-1](https://blog.lockdocs.com/hs-fs/hubfs/Image%20Assets/Logo%20small%20(2)-1.png?width=255&height=50&name=Logo%20small%20(2)-1.png "Logo small (2)-1")](https://blog.lockdocs.com/latest) - [BACK TO WEBSITE](https://lockdocs.com/) - [BACK TO BLOG](https://blog.lockdocs.com/latest) - Search Search Search UPDATES & RESOURCES FROM LOCKDOCS # LockDocs Blog . ![Podcast BannersVideo Thumbs (1)-3](https://blog.lockdocs.com/hs-fs/hubfs/Podcast%20BannersVideo%20Thumbs%20(1)-3.png?width=800&height=467&name=Podcast%20BannersVideo%20Thumbs%20(1)-3.png) - March 11, 2024 **Interview with Chantal McNeily of RBC Dominion Securities: Trends in Wealth Management - The Female Perspective** In our most recent podcast with Chantal McNeily, Investment and Wealth Advisor at RBC Dominion Securities, we discuss the unique challenges women face when it comes to managing our finances and achieving financial security. ![lockdocs logo](https://blog.lockdocs.com/hubfs/search.png) LockDocs Team [READ ARTICLE](https://blog.lockdocs.com/latest/is-your-client-data-vulnerable) --- # All Blog Posts [![](https://blog.lockdocs.com/hubfs/Podcast%20BannersVideo%20Thumbs%20(1)-3.png)](https://blog.lockdocs.com/latest/trends-in-wealth-management-the-female-perspective-chantal-mcneily) ## [Trends in Wealth Management: The Female Perspective w/ Chantal McNeily](https://blog.lockdocs.com/latest/trends-in-wealth-management-the-female-perspective-chantal-mcneily) Mar 11, 2024 12:38:33 PM In our most recent podcast with Chantal McNeily, Investment and Wealth Advisor at RBC Dominion... [Read more](https://blog.lockdocs.com/latest/trends-in-wealth-management-the-female-perspective-chantal-mcneily) [![](https://blog.lockdocs.com/hubfs/Leslie%20Nicholson%20Podcast%20Image.png)](https://blog.lockdocs.com/latest/leslie-nicholson-interview-does-esg-focused-investing-lead-to-better-financial-returns) ## [Interview with Leslie Nicholson of Bita: Does ESG focused investing lead to better financial returns?](https://blog.lockdocs.com/latest/leslie-nicholson-interview-does-esg-focused-investing-lead-to-better-financial-returns) Dec 8, 2023 9:33:42 AM In our most recent podcast, we bring to you a conversation on ESG investing within a public markets... [Read more](https://blog.lockdocs.com/latest/leslie-nicholson-interview-does-esg-focused-investing-lead-to-better-financial-returns) [![](https://blog.lockdocs.com/hubfs/Leslie%20Nicholson%20Podcast%20Image.png)](https://blog.lockdocs.com/latest/leslie-nicholson-interview-key-trends-for-2023) ## [Interview with Leslie Nicholson of Bita: Key Trends for 2023](https://blog.lockdocs.com/latest/leslie-nicholson-interview-key-trends-for-2023) Dec 1, 2023 11:00:17 AM In our most recent podcast we bring to you a conversation on ESG investing within a public markets... [Read more](https://blog.lockdocs.com/latest/leslie-nicholson-interview-key-trends-for-2023) [![](https://blog.lockdocs.com/hubfs/Leslie%20Nicholson%20Podcast%20Image.png)](https://blog.lockdocs.com/latest/leslie-nicholson-interview-optimize-returns-within-esg-portfolios) ## [Interview with Leslie Nicholson of Bita: Optimize Returns within ESG Portfolios](https://blog.lockdocs.com/latest/leslie-nicholson-interview-optimize-returns-within-esg-portfolios) Nov 24, 2023 3:49:08 PM Last week we posted about how technology is reshaping the landscape by offering innovative indexing... [Read more](https://blog.lockdocs.com/latest/leslie-nicholson-interview-optimize-returns-within-esg-portfolios) [![](https://blog.lockdocs.com/hubfs/Leslie%20Nicholson%20Podcast%20Image.png)](https://blog.lockdocs.com/latest/leslie-nicholson-interview-key-trends-opportunities-and-challenges-for-esg-investing-in-public-markets) ## [Interview with Leslie Nicholson of Bita: Key Trends, Opportunities and Challenges for ESG Investing in Public Markets](https://blog.lockdocs.com/latest/leslie-nicholson-interview-key-trends-opportunities-and-challenges-for-esg-investing-in-public-markets) Nov 20, 2023 9:00:00 AM In our recent podcast "LockDocs Presents" we bring to you an insightful conversation on ESG... [Read more](https://blog.lockdocs.com/latest/leslie-nicholson-interview-key-trends-opportunities-and-challenges-for-esg-investing-in-public-markets) [![](https://blog.lockdocs.com/hubfs/Banner1%20(9)-1.png)](https://blog.lockdocs.com/latest/matt-craig-greene-interview-how-to-measure-roi-on-marketing-spend) ## [Interview with Matthew Craig-Greene of Brandstory Partners: How to Measure ROI on Marketing Spend](https://blog.lockdocs.com/latest/matt-craig-greene-interview-how-to-measure-roi-on-marketing-spend) Sep 6, 2023 3:09:00 PM Over the last few weeks we’ve posted about the importance of marketing. Measuring the ROI on... [Read more](https://blog.lockdocs.com/latest/matt-craig-greene-interview-how-to-measure-roi-on-marketing-spend) [![](https://blog.lockdocs.com/hubfs/Banner1%20(9)-1.png)](https://blog.lockdocs.com/latest/matt-craig-greene-interview) ## [Interview with Matthew Craig-Greene of Brandstory Partners: Branding & Marketing for Fund Managers](https://blog.lockdocs.com/latest/matt-craig-greene-interview) Aug 24, 2023 1:21:40 PM When it comes to sales and marketing, marketing doesn’t always get the attention it deserves. Why... [Read more](https://blog.lockdocs.com/latest/matt-craig-greene-interview) [![](https://blog.lockdocs.com/hubfs/Banner1%20(4).png)](https://blog.lockdocs.com/latest/interview-lillian-ferndriger-bmo) ## [Interview with Lillian Ferndriger of BMO GAM: Retail Investment Trends in Canada](https://blog.lockdocs.com/latest/interview-lillian-ferndriger-bmo) Jun 29, 2023 12:32:07 PM Join us for an insightful conversation between LockDocs CEO Anne Marie Stetler and Lillian... [Read more](https://blog.lockdocs.com/latest/interview-lillian-ferndriger-bmo) [![](https://blog.lockdocs.com/hubfs/Banner2.png)](https://blog.lockdocs.com/latest/podcast-lockdocs-osc-caasa) ## [Podcast Appearance: LockDocs & The OSC talk TestLab with CAASA](https://blog.lockdocs.com/latest/podcast-lockdocs-osc-caasa) Jun 12, 2023 6:02:00 PM LockDocs Co-Founder & CEO Anne Marie Stetler and Stephanie Tjon from the OSC Innovation Office were... [Read more](https://blog.lockdocs.com/latest/podcast-lockdocs-osc-caasa) [![](https://blog.lockdocs.com/hubfs/Blog%20Images%20(2).png)](https://blog.lockdocs.com/latest/testlab-report-insights) ## [OSC TestLab Report 2022: How can RegTech transform the investing experience?](https://blog.lockdocs.com/latest/testlab-report-insights) May 19, 2023 2:06:28 PM The OSC Innovation Office’s report summarizing the findings of their debut TestLab program is full... [Read more](https://blog.lockdocs.com/latest/testlab-report-insights) [![Cybersecurity](https://blog.lockdocs.com/hubfs/Blog%20Images.png)](https://blog.lockdocs.com/latest/is-your-client-data-vulnerable) ## [Is Your Client Data Vulnerable?](https://blog.lockdocs.com/latest/is-your-client-data-vulnerable) Apr 14, 2023 12:55:40 PM The word ‘confidential’ is second nature to conducting business within the financial services... [Read more](https://blog.lockdocs.com/latest/is-your-client-data-vulnerable) [![Skyline](https://blog.lockdocs.com/hubfs/3-Mar-22-2023-03-24-57-7074-AM.png)](https://blog.lockdocs.com/latest/lockdocs-feature-madeinca) ## [LockDocs Feature: Transforming the Way Consumers Interact with their Financial Service Providers](https://blog.lockdocs.com/latest/lockdocs-feature-madeinca) Mar 13, 2023 2:14:00 PM Thanks to Made in CA Magazine for sitting down with CEO Anne Marie Stetler for an in-depth... [Read more](https://blog.lockdocs.com/latest/lockdocs-feature-madeinca) [![News Blast](https://blog.lockdocs.com/hubfs/Blog%20Images%20(1).png)](https://blog.lockdocs.com/latest/lockdocs-feature-top15-to-watch) ## [LockDocs Feature: Top 15 Innovative Brands And Individuals To Watch For In 2023](https://blog.lockdocs.com/latest/lockdocs-feature-top15-to-watch) Dec 1, 2022 1:26:00 PM LockDocs and CEO Anne Marie Stetler are excited to have been featured by the Economic Journal as... [Read more](https://blog.lockdocs.com/latest/lockdocs-feature-top15-to-watch) THE LATEST #### Subscribe to Blog Updates Want to stay in the loop? Subscribe to our blog updates. --- - [Terms of Service](https://lockdocs.com/ld-terms-of-service) - [Privacy Policy](https://lockdocs.com/ld-privacy-policy) - [Contact Us](https://lockdocs.com/contact) --- [Follow us on LinkedIn](https://linkedin.com/company/lockdocs/) --- [BOOK A DEMO](https://lockdocs.com/demo.php) --- ```   ``` This content is provided for informational purposes only. No materials contained herein should be construed as legal, financial, or other advice. ```   ```