UsedMyAdvisorto updateKYCActivatedRRSPleadRenewMortgageSet upPACReferralto anIRPactionedall leadson 360DiscussedValueprogramBooked anappt forinvestmentreviewEverydaybankingreviewUsedMyAdvisorto updatenetworthLearnedsomethingfrom anIRPUsedMyIP forfullfilmentupdatedpersonaldevelopmentplanAddedIRP to aGICrenewalReferralto anIRPReviewedInvestmentUsedMyAdvisorto updateKYCActivatedRRSPleadRenewMortgageSet upPACReferralto anIRPactionedall leadson 360DiscussedValueprogramBooked anappt forinvestmentreviewEverydaybankingreviewUsedMyAdvisorto updatenetworthLearnedsomethingfrom anIRPUsedMyIP forfullfilmentupdatedpersonaldevelopmentplanAddedIRP to aGICrenewalReferralto anIRPReviewedInvestment

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