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