DiscussedValueprogramupdatedpersonaldevelopmentplanactionedall leadson 360UsedMyAdvisorto updatenetworthSet upPACEverydaybankingreviewReferralto anIRPUsedMyAdvisorto updateKYCUsedMyIP forfullfilmentAddedIRP to aGICrenewalReviewedInvestmentActivatedRRSPleadLearnedsomethingfrom anIRPRenewMortgageBooked anappt forinvestmentreviewReferralto anIRPDiscussedValueprogramupdatedpersonaldevelopmentplanactionedall leadson 360UsedMyAdvisorto updatenetworthSet upPACEverydaybankingreviewReferralto anIRPUsedMyAdvisorto updateKYCUsedMyIP forfullfilmentAddedIRP to aGICrenewalReviewedInvestmentActivatedRRSPleadLearnedsomethingfrom anIRPRenewMortgageBooked anappt forinvestmentreviewReferralto anIRP

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