Christine Mathieu, B. Msc., CMC
Christine Mathieu, B. Msc., CMC®
Wealth Coach/Certified Money Coach (CMC)®

As Western New York’s only Certified Money Coach (CMC®), Christine partners with our financial advisors to bring clients the best of both worlds: the technical expertise of financial planning and the transformational insight of wealth coaching. She helps individuals uncover limiting beliefs, align financial choices with what matters most, and move toward clarity.
Having faced life’s toughest challenges—cancer, divorce, and bankruptcy—Christine knows firsthand what it takes to gracefully navigate major life transitions. Through her journey, she’s discovered that the answers we seek already reside within us. The real power comes from trusting ourselves and letting what truly matters guide us, opening the door to extraordinary and unexpected possibilities.
In 2011, after spending 20 years as a financial advisor, Christine chose to transition into wealth coaching to help others become confident decision-makers rather than fear-driven ones and find true fulfillment beyond the numbers. She is passionate about empowering individuals, families, and business owners to transform their personal and financial well-being by changing how they view money, themselves, and what they think is possible.
In addition to being is a Certified Money Coach (CMC®), Christine is an ordained Metaphysical Minister, and holds a Bachelor’s degree in Metaphysical Science. With decades of experience as a financial advisor, legacy officer, and wealth coach, she blends practical expertise with spiritual insight to support meaningful change.
Known for her warm presence and thought-provoking insights, Christine helps people experience wealth not just as numbers, but as a pathway to authenticity, resilience, and lasting fulfillment. When she’s not at Note, Christine’s favorite moments are connecting with friends over a cup of coffee or cheering on her boys from the sidelines of a soccer field.
The CMC® designation combines sound coaching principles with practical financial coaching to assist individuals better understand their relationship with money and finances. Money Coaching complements financial professionals as an additional “field of expertise” to offer their existing client base. Certificate Candidates are required to complete Modules One, Two and Three; complete the “Core Process” and a Client Assessment on a minimum of two “practice clients”; complete all exercises in the Certified Money Coach workbook; submit their work and conduct a final review with and to the satisfaction of the Money Coaching Institute. Upon satisfactory completion of items above, candidates will be awarded the Certified Money Coach (CMC)® designation (along with the rights to use the service marks) and will be issued a Certificate of Completion.
