Ask clientabout RRSPcontributionbeforedeadlineInitiatedReferralto FPInitiatedReferralto MSOLBDemo forTaxreceiptBooked anappointmentfor FA/BAInitiatedReferralto MSAsk clientabout RRSPcontributionbeforedeadlineInstantthanks forAdvisorAsk clientabout 2025TFSAcontributionAsk clientabout 2025TFSAcontributionInitiatedReferralto IRPBooked anappointmentfor FA/BADiscussedElectronicStatementsInstant thanks foroutside of mybranch/communityBooked anappointmentfor FA/BAPresentedO & O forRSP LoanAskedClient abouttheir OFIInvestmentBooked anappointmentfor FA/BAInstant thanks foroutside of mybranch/communityAsk clientabout 2025TFSAcontributionInitiatedReferralto FPMobileAppDemo forPACPresentedO & O forRSP LoanAsk clientabout RRSPcontributionbeforedeadlineAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto RMBMInitiatedReferralto FPInitiatedReferralto IRPAskedClient abouttheir OFIInvestmentRecognizedsomeone inbranchgroup chatRecognizedsomeone inbranchgroup chatInitiatedReferralto RMBMAssistedSaleContributionInstantthanks fora LeaderMobileAppDemo forPACInstantthanks forAdvisorAsk clientabout 2025TFSAcontributionInstantthanks fora PartnerInitiatedReferralto FPOLBDemo forTaxreceiptFREEInitiatedReferralto IRPOLBDemo forTaxreceiptInstantthanks fora PartnerDiscussedElectronicStatementsInitiatedReferralto IRPInstantthanks fora LeaderAssistedSaleContributionOLBDemo forTaxreceiptAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto FPInitiatedReferralto MSOLBDemo forTaxreceiptBooked anappointmentfor FA/BAInitiatedReferralto MSAsk clientabout RRSPcontributionbeforedeadlineInstantthanks forAdvisorAsk clientabout 2025TFSAcontributionAsk clientabout 2025TFSAcontributionInitiatedReferralto IRPBooked anappointmentfor FA/BADiscussedElectronicStatementsInstant thanks foroutside of mybranch/communityBooked anappointmentfor FA/BAPresentedO & O forRSP LoanAskedClient abouttheir OFIInvestmentBooked anappointmentfor FA/BAInstant thanks foroutside of mybranch/communityAsk clientabout 2025TFSAcontributionInitiatedReferralto FPMobileAppDemo forPACPresentedO & O forRSP LoanAsk clientabout RRSPcontributionbeforedeadlineAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto RMBMInitiatedReferralto FPInitiatedReferralto IRPAskedClient abouttheir OFIInvestmentRecognizedsomeone inbranchgroup chatRecognizedsomeone inbranchgroup chatInitiatedReferralto RMBMAssistedSaleContributionInstantthanks fora LeaderMobileAppDemo forPACInstantthanks forAdvisorAsk clientabout 2025TFSAcontributionInstantthanks fora PartnerInitiatedReferralto FPOLBDemo forTaxreceiptFREEInitiatedReferralto IRPOLBDemo forTaxreceiptInstantthanks fora PartnerDiscussedElectronicStatementsInitiatedReferralto IRPInstantthanks fora LeaderAssistedSaleContributionOLBDemo forTaxreceipt

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