RenewMortgageReferralto anIRPActivatedRRSPleadEverydaybankingreviewReviewedInvestmentLearnedsomethingfrom anIRPSet upPACUsedMyAdvisorto updatenetworthAddedIRP to aGICrenewalDiscussedValueprogramupdatedpersonaldevelopmentplanReferralto anIRPUsedMyIP forfullfilmentBooked anappt forinvestmentreviewactionedall leadson 360UsedMyAdvisorto updateKYCRenewMortgageReferralto anIRPActivatedRRSPleadEverydaybankingreviewReviewedInvestmentLearnedsomethingfrom anIRPSet upPACUsedMyAdvisorto updatenetworthAddedIRP to aGICrenewalDiscussedValueprogramupdatedpersonaldevelopmentplanReferralto anIRPUsedMyIP forfullfilmentBooked anappt forinvestmentreviewactionedall leadson 360UsedMyAdvisorto updateKYC

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