updatedpersonaldevelopmentplanEverydaybankingreviewBooked anappt forinvestmentreviewUsedMyIP forfullfilmentLearnedsomethingfrom anIRPReviewedInvestmentSet upPACUsedMyAdvisorto updatenetworthUsedMyAdvisorto updateKYCactionedall leadson 360AddedIRP to aGICrenewalActivatedRRSPleadReferralto anIRPDiscussedValueprogramReferralto anIRPRenewMortgageupdatedpersonaldevelopmentplanEverydaybankingreviewBooked anappt forinvestmentreviewUsedMyIP forfullfilmentLearnedsomethingfrom anIRPReviewedInvestmentSet upPACUsedMyAdvisorto updatenetworthUsedMyAdvisorto updateKYCactionedall leadson 360AddedIRP to aGICrenewalActivatedRRSPleadReferralto anIRPDiscussedValueprogramReferralto anIRPRenewMortgage

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