Ask clientabout 2025TFSAcontributionMobileAppDemo forPACInitiatedReferralto MSBooked anappointmentfor FA/BAPresentedO & O forRSP LoanOLBDemo forTaxreceiptInitiatedReferralto MSRecognizedsomeone inbranchgroup chatInitiatedReferralto IRPAsk clientabout 2025TFSAcontributionInstantthanks fora PartnerInitiatedReferralto FPInstant thanks foroutside of mybranch/communityInitiatedReferralto RMBMDiscussedElectronicStatementsMobileAppDemo forPACAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto FPInstantthanks forAdvisorInitiatedReferralto FPInstant thanks foroutside of mybranch/communityDiscussedElectronicStatementsInstantthanks fora PartnerOLBDemo forTaxreceiptInitiatedReferralto IRPBooked anappointmentfor FA/BAInstantthanks fora LeaderInitiatedReferralto FPInitiatedReferralto IRPBooked anappointmentfor FA/BAAsk clientabout RRSPcontributionbeforedeadlineAskedClient abouttheir OFIInvestmentAsk clientabout RRSPcontributionbeforedeadlineAskedClient abouttheir OFIInvestmentInitiatedReferralto IRPFREEInstantthanks fora LeaderAssistedSaleContributionOLBDemo forTaxreceiptOLBDemo forTaxreceiptAssistedSaleContributionPresentedO & O forRSP LoanInitiatedReferralto RMBMAsk clientabout 2025TFSAcontributionAsk clientabout 2025TFSAcontributionBooked anappointmentfor FA/BARecognizedsomeone inbranchgroup chatAsk clientabout RRSPcontributionbeforedeadlineInstantthanks forAdvisorAsk clientabout 2025TFSAcontributionMobileAppDemo forPACInitiatedReferralto MSBooked anappointmentfor FA/BAPresentedO & O forRSP LoanOLBDemo forTaxreceiptInitiatedReferralto MSRecognizedsomeone inbranchgroup chatInitiatedReferralto IRPAsk clientabout 2025TFSAcontributionInstantthanks fora PartnerInitiatedReferralto FPInstant thanks foroutside of mybranch/communityInitiatedReferralto RMBMDiscussedElectronicStatementsMobileAppDemo forPACAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto FPInstantthanks forAdvisorInitiatedReferralto FPInstant thanks foroutside of mybranch/communityDiscussedElectronicStatementsInstantthanks fora PartnerOLBDemo forTaxreceiptInitiatedReferralto IRPBooked anappointmentfor FA/BAInstantthanks fora LeaderInitiatedReferralto FPInitiatedReferralto IRPBooked anappointmentfor FA/BAAsk clientabout RRSPcontributionbeforedeadlineAskedClient abouttheir OFIInvestmentAsk clientabout RRSPcontributionbeforedeadlineAskedClient abouttheir OFIInvestmentInitiatedReferralto IRPFREEInstantthanks fora LeaderAssistedSaleContributionOLBDemo forTaxreceiptOLBDemo forTaxreceiptAssistedSaleContributionPresentedO & O forRSP LoanInitiatedReferralto RMBMAsk clientabout 2025TFSAcontributionAsk clientabout 2025TFSAcontributionBooked anappointmentfor FA/BARecognizedsomeone inbranchgroup chatAsk clientabout RRSPcontributionbeforedeadlineInstantthanks forAdvisor

Investment Season/R & R Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Ask client about 2025 TFSA contribution
  2. Mobile App Demo for PAC
  3. Initiated Referral to MS
  4. Booked an appointment for FA/BA
  5. Presented O & O for RSP Loan
  6. OLB Demo for Tax receipt
  7. Initiated Referral to MS
  8. Recognized someone in branch group chat
  9. Initiated Referral to IRP
  10. Ask client about 2025 TFSA contribution
  11. Instant thanks for a Partner
  12. Initiated Referral to FP
  13. Instant thanks for outside of my branch/community
  14. Initiated Referral to RMBM
  15. Discussed Electronic Statements
  16. Mobile App Demo for PAC
  17. Ask client about RRSP contribution before deadline
  18. Initiated Referral to FP
  19. Instant thanks for Advisor
  20. Initiated Referral to FP
  21. Instant thanks for outside of my branch/community
  22. Discussed Electronic Statements
  23. Instant thanks for a Partner
  24. OLB Demo for Tax receipt
  25. Initiated Referral to IRP
  26. Booked an appointment for FA/BA
  27. Instant thanks for a Leader
  28. Initiated Referral to FP
  29. Initiated Referral to IRP
  30. Booked an appointment for FA/BA
  31. Ask client about RRSP contribution before deadline
  32. Asked Client about their OFI Investment
  33. Ask client about RRSP contribution before deadline
  34. Asked Client about their OFI Investment
  35. Initiated Referral to IRP
  36. FREE
  37. Instant thanks for a Leader
  38. Assisted Sale Contribution
  39. OLB Demo for Tax receipt
  40. OLB Demo for Tax receipt
  41. Assisted Sale Contribution
  42. Presented O & O for RSP Loan
  43. Initiated Referral to RMBM
  44. Ask client about 2025 TFSA contribution
  45. Ask client about 2025 TFSA contribution
  46. Booked an appointment for FA/BA
  47. Recognized someone in branch group chat
  48. Ask client about RRSP contribution before deadline
  49. Instant thanks for Advisor