DiscussedValueprogramBooked anappt forinvestmentreviewupdatedpersonaldevelopmentplanAddedIRP to aGICrenewalLearnedsomethingfrom anIRPUsedMyAdvisorto updatenetworthReferralto anIRPUsedMyAdvisorto updateKYCActivatedRRSPleadRenewMortgageactionedall leadson 360Set upPACReviewedInvestmentEverydaybankingreviewReferralto anIRPUsedMyIP forfullfilmentDiscussedValueprogramBooked anappt forinvestmentreviewupdatedpersonaldevelopmentplanAddedIRP to aGICrenewalLearnedsomethingfrom anIRPUsedMyAdvisorto updatenetworthReferralto anIRPUsedMyAdvisorto updateKYCActivatedRRSPleadRenewMortgageactionedall leadson 360Set upPACReviewedInvestmentEverydaybankingreviewReferralto anIRPUsedMyIP forfullfilment

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