AddedIRP to aGICrenewalupdatedpersonaldevelopmentplanReferralto anIRPSet upPACReviewedInvestmentReferralto anIRPEverydaybankingreviewactionedall leadson 360RenewMortgageUsedMyAdvisorto updatenetworthUsedMyAdvisorto updateKYCDiscussedValueprogramUsedMyIP forfullfilmentLearnedsomethingfrom anIRPBooked anappt forinvestmentreviewActivatedRRSPleadAddedIRP to aGICrenewalupdatedpersonaldevelopmentplanReferralto anIRPSet upPACReviewedInvestmentReferralto anIRPEverydaybankingreviewactionedall leadson 360RenewMortgageUsedMyAdvisorto updatenetworthUsedMyAdvisorto updateKYCDiscussedValueprogramUsedMyIP forfullfilmentLearnedsomethingfrom anIRPBooked anappt forinvestmentreviewActivatedRRSPlead

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