ActivatedRRSPleadupdatedpersonaldevelopmentplanReviewedInvestmentUsedMyIP forfullfilmentReferralto anIRPactionedall leadson 360AddedIRP to aGICrenewalSet upPACUsedMyAdvisorto updateKYCLearnedsomethingfrom anIRPUsedMyAdvisorto updatenetworthRenewMortgageBooked anappt forinvestmentreviewEverydaybankingreviewReferralto anIRPDiscussedValueprogramActivatedRRSPleadupdatedpersonaldevelopmentplanReviewedInvestmentUsedMyIP forfullfilmentReferralto anIRPactionedall leadson 360AddedIRP to aGICrenewalSet upPACUsedMyAdvisorto updateKYCLearnedsomethingfrom anIRPUsedMyAdvisorto updatenetworthRenewMortgageBooked anappt forinvestmentreviewEverydaybankingreviewReferralto anIRPDiscussedValueprogram

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