OLBDemo forTaxreceiptBooked anappointmentfor FA/BAFREEBooked anappointmentfor FA/BAInstantthanks fora PartnerAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto FPInitiatedReferralto MSInstantthanks fora LeaderInitiatedReferralto IRPInitiatedReferralto IRPOLBDemo forTaxreceiptInitiatedReferralto RMBMInitiatedReferralto FPInstantthanks fora PartnerInstant thanks foroutside of mybranch/communityInitiatedReferralto FPMobileAppDemo forPACAsk clientabout 2025TFSAcontributionBooked anappointmentfor FA/BARecognizedsomeone inbranchgroup chatAsk clientabout 2025TFSAcontributionAsk clientabout 2025TFSAcontributionAsk clientabout 2025TFSAcontributionInitiatedReferralto IRPOLBDemo forTaxreceiptBooked anappointmentfor FA/BAInitiatedReferralto FPInitiatedReferralto RMBMInstantthanks fora LeaderInitiatedReferralto IRPDiscussedElectronicStatementsAssistedSaleContributionOLBDemo forTaxreceiptAskedClient abouttheir OFIInvestmentInstant thanks foroutside of mybranch/communityAsk clientabout RRSPcontributionbeforedeadlineAsk clientabout RRSPcontributionbeforedeadlineAskedClient abouttheir OFIInvestmentRecognizedsomeone inbranchgroup chatDiscussedElectronicStatementsMobileAppDemo forPACInitiatedReferralto MSPresentedO & O forRSP LoanPresentedO & O forRSP LoanAsk clientabout RRSPcontributionbeforedeadlineInstantthanks forAdvisorAssistedSaleContributionInstantthanks forAdvisorOLBDemo forTaxreceiptBooked anappointmentfor FA/BAFREEBooked anappointmentfor FA/BAInstantthanks fora PartnerAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto FPInitiatedReferralto MSInstantthanks fora LeaderInitiatedReferralto IRPInitiatedReferralto IRPOLBDemo forTaxreceiptInitiatedReferralto RMBMInitiatedReferralto FPInstantthanks fora PartnerInstant thanks foroutside of mybranch/communityInitiatedReferralto FPMobileAppDemo forPACAsk clientabout 2025TFSAcontributionBooked anappointmentfor FA/BARecognizedsomeone inbranchgroup chatAsk clientabout 2025TFSAcontributionAsk clientabout 2025TFSAcontributionAsk clientabout 2025TFSAcontributionInitiatedReferralto IRPOLBDemo forTaxreceiptBooked anappointmentfor FA/BAInitiatedReferralto FPInitiatedReferralto RMBMInstantthanks fora LeaderInitiatedReferralto IRPDiscussedElectronicStatementsAssistedSaleContributionOLBDemo forTaxreceiptAskedClient abouttheir OFIInvestmentInstant thanks foroutside of mybranch/communityAsk clientabout RRSPcontributionbeforedeadlineAsk clientabout RRSPcontributionbeforedeadlineAskedClient abouttheir OFIInvestmentRecognizedsomeone inbranchgroup chatDiscussedElectronicStatementsMobileAppDemo forPACInitiatedReferralto MSPresentedO & O forRSP LoanPresentedO & O forRSP LoanAsk clientabout RRSPcontributionbeforedeadlineInstantthanks forAdvisorAssistedSaleContributionInstantthanks 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. OLB Demo for Tax receipt
  2. Booked an appointment for FA/BA
  3. FREE
  4. Booked an appointment for FA/BA
  5. Instant thanks for a Partner
  6. Ask client about RRSP contribution before deadline
  7. Initiated Referral to FP
  8. Initiated Referral to MS
  9. Instant thanks for a Leader
  10. Initiated Referral to IRP
  11. Initiated Referral to IRP
  12. OLB Demo for Tax receipt
  13. Initiated Referral to RMBM
  14. Initiated Referral to FP
  15. Instant thanks for a Partner
  16. Instant thanks for outside of my branch/community
  17. Initiated Referral to FP
  18. Mobile App Demo for PAC
  19. Ask client about 2025 TFSA contribution
  20. Booked an appointment for FA/BA
  21. Recognized someone in branch group chat
  22. Ask client about 2025 TFSA contribution
  23. Ask client about 2025 TFSA contribution
  24. Ask client about 2025 TFSA contribution
  25. Initiated Referral to IRP
  26. OLB Demo for Tax receipt
  27. Booked an appointment for FA/BA
  28. Initiated Referral to FP
  29. Initiated Referral to RMBM
  30. Instant thanks for a Leader
  31. Initiated Referral to IRP
  32. Discussed Electronic Statements
  33. Assisted Sale Contribution
  34. OLB Demo for Tax receipt
  35. Asked Client about their OFI Investment
  36. Instant thanks for outside of my branch/community
  37. Ask client about RRSP contribution before deadline
  38. Ask client about RRSP contribution before deadline
  39. Asked Client about their OFI Investment
  40. Recognized someone in branch group chat
  41. Discussed Electronic Statements
  42. Mobile App Demo for PAC
  43. Initiated Referral to MS
  44. Presented O & O for RSP Loan
  45. Presented O & O for RSP Loan
  46. Ask client about RRSP contribution before deadline
  47. Instant thanks for Advisor
  48. Assisted Sale Contribution
  49. Instant thanks for Advisor