updatedpersonaldevelopmentplanDiscussedValueprogramRenewMortgageReferralto anIRPReviewedInvestmentEverydaybankingreviewUsedMyAdvisorto updatenetworthUsedMyAdvisorto updateKYCReferralto anIRPActivatedRRSPleadSet upPACLearnedsomethingfrom anIRPactionedall leadson 360Booked anappt forinvestmentreviewUsedMyIP forfullfilmentAddedIRP to aGICrenewalupdatedpersonaldevelopmentplanDiscussedValueprogramRenewMortgageReferralto anIRPReviewedInvestmentEverydaybankingreviewUsedMyAdvisorto updatenetworthUsedMyAdvisorto updateKYCReferralto anIRPActivatedRRSPleadSet upPACLearnedsomethingfrom anIRPactionedall leadson 360Booked anappt forinvestmentreviewUsedMyIP forfullfilmentAddedIRP to aGICrenewal

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