UsedMyAdvisorto updatenetworthRenewMortgageAddedIRP to aGICrenewalLearnedsomethingfrom anIRPReferralto anIRPactionedall leadson 360updatedpersonaldevelopmentplanDiscussedValueprogramReviewedInvestmentUsedMyAdvisorto updateKYCBooked anappt forinvestmentreviewEverydaybankingreviewSet upPACReferralto anIRPActivatedRRSPleadUsedMyIP forfullfilmentUsedMyAdvisorto updatenetworthRenewMortgageAddedIRP to aGICrenewalLearnedsomethingfrom anIRPReferralto anIRPactionedall leadson 360updatedpersonaldevelopmentplanDiscussedValueprogramReviewedInvestmentUsedMyAdvisorto updateKYCBooked anappt forinvestmentreviewEverydaybankingreviewSet upPACReferralto anIRPActivatedRRSPleadUsedMyIP forfullfilment

Investment Season 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. Used MyAdvisor to update networth
  2. Renew Mortgage
  3. Added IRP to a GIC renewal
  4. Learned something from an IRP
  5. Referral to an IRP
  6. actioned all leads on 360
  7. updated personal development plan
  8. Discussed Value program
  9. Reviewed Investment
  10. Used MyAdvisor to update KYC
  11. Booked an appt for investment review
  12. Everyday banking review
  13. Set up PAC
  14. Referral to an IRP
  15. Activated RRSP lead
  16. Used MyIP for fullfilment