AddedIRP to aGICrenewalupdatedpersonaldevelopmentplanReviewedInvestmentActivatedRRSPleadReferralto anIRPBooked anappt forinvestmentreviewSet upPACReferralto anIRPDiscussedValueprogramUsedMyIP forfullfilmentactionedall leadson 360RenewMortgageLearnedsomethingfrom anIRPUsedMyAdvisorto updateKYCEverydaybankingreviewUsedMyAdvisorto updatenetworthAddedIRP to aGICrenewalupdatedpersonaldevelopmentplanReviewedInvestmentActivatedRRSPleadReferralto anIRPBooked anappt forinvestmentreviewSet upPACReferralto anIRPDiscussedValueprogramUsedMyIP forfullfilmentactionedall leadson 360RenewMortgageLearnedsomethingfrom anIRPUsedMyAdvisorto updateKYCEverydaybankingreviewUsedMyAdvisorto updatenetworth

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