Instant thanks foroutside of mybranch/communityInitiatedReferralto RMBMRecognizedsomeone inbranchgroup chatInstantthanks fora LeaderInitiatedReferralto MSBooked anappointmentfor FA/BAInitiatedReferralto FPAsk clientabout 2025TFSAcontributionInitiatedReferralto IRPInitiatedReferralto IRPInitiatedReferralto FPBooked anappointmentfor FA/BABooked anappointmentfor FA/BAAsk clientabout 2025TFSAcontributionInitiatedReferralto RMBMAssistedSaleContributionInstantthanks fora PartnerInitiatedReferralto FPInstantthanks forAdvisorInstantthanks forAdvisorAsk clientabout 2025TFSAcontributionAsk clientabout 2025TFSAcontributionInstantthanks fora LeaderMobileAppDemo forPACOLBDemo forTaxreceiptAsk clientabout RRSPcontributionbeforedeadlineAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto IRPAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto IRPInstantthanks fora PartnerPresentedO & O forRSP LoanDiscussedElectronicStatementsBooked anappointmentfor FA/BAInitiatedReferralto FPAskedClient abouttheir OFIInvestmentAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto MSRecognizedsomeone inbranchgroup chatAskedClient abouttheir OFIInvestmentDiscussedElectronicStatementsFREEOLBDemo forTaxreceiptAssistedSaleContributionOLBDemo forTaxreceiptInstant thanks foroutside of mybranch/communityMobileAppDemo forPACOLBDemo forTaxreceiptPresentedO & O forRSP LoanInstant thanks foroutside of mybranch/communityInitiatedReferralto RMBMRecognizedsomeone inbranchgroup chatInstantthanks fora LeaderInitiatedReferralto MSBooked anappointmentfor FA/BAInitiatedReferralto FPAsk clientabout 2025TFSAcontributionInitiatedReferralto IRPInitiatedReferralto IRPInitiatedReferralto FPBooked anappointmentfor FA/BABooked anappointmentfor FA/BAAsk clientabout 2025TFSAcontributionInitiatedReferralto RMBMAssistedSaleContributionInstantthanks fora PartnerInitiatedReferralto FPInstantthanks forAdvisorInstantthanks forAdvisorAsk clientabout 2025TFSAcontributionAsk clientabout 2025TFSAcontributionInstantthanks fora LeaderMobileAppDemo forPACOLBDemo forTaxreceiptAsk clientabout RRSPcontributionbeforedeadlineAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto IRPAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto IRPInstantthanks fora PartnerPresentedO & O forRSP LoanDiscussedElectronicStatementsBooked anappointmentfor FA/BAInitiatedReferralto FPAskedClient abouttheir OFIInvestmentAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto MSRecognizedsomeone inbranchgroup chatAskedClient abouttheir OFIInvestmentDiscussedElectronicStatementsFREEOLBDemo forTaxreceiptAssistedSaleContributionOLBDemo forTaxreceiptInstant thanks foroutside of mybranch/communityMobileAppDemo forPACOLBDemo forTaxreceiptPresentedO & O forRSP Loan

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