UsedMyAdvisorto updatenetworthUsedMyAdvisorto updateKYCupdatedpersonaldevelopmentplanEverydaybankingreviewLearnedsomethingfrom anIRPReferralto anIRPUsedMyIP forfullfilmentRenewMortgageSet upPACDiscussedValueprogramactionedall leadson 360Referralto anIRPActivatedRRSPleadAddedIRP to aGICrenewalBooked anappt forinvestmentreviewReviewedInvestmentUsedMyAdvisorto updatenetworthUsedMyAdvisorto updateKYCupdatedpersonaldevelopmentplanEverydaybankingreviewLearnedsomethingfrom anIRPReferralto anIRPUsedMyIP forfullfilmentRenewMortgageSet upPACDiscussedValueprogramactionedall leadson 360Referralto anIRPActivatedRRSPleadAddedIRP to aGICrenewalBooked anappt forinvestmentreviewReviewedInvestment

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