Referralto anIRPActivatedRRSPleadRenewMortgageUsedMyIP forfullfilmentactionedall leadson 360AddedIRP to aGICrenewalReviewedInvestmentReferralto anIRPLearnedsomethingfrom anIRPDiscussedValueprogramSet upPACUsedMyAdvisorto updateKYCUsedMyAdvisorto updatenetworthupdatedpersonaldevelopmentplanBooked anappt forinvestmentreviewEverydaybankingreviewReferralto anIRPActivatedRRSPleadRenewMortgageUsedMyIP forfullfilmentactionedall leadson 360AddedIRP to aGICrenewalReviewedInvestmentReferralto anIRPLearnedsomethingfrom anIRPDiscussedValueprogramSet upPACUsedMyAdvisorto updateKYCUsedMyAdvisorto updatenetworthupdatedpersonaldevelopmentplanBooked anappt forinvestmentreviewEverydaybankingreview

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