Learnedsomethingfrom anIRPEverydaybankingreviewReferralto anIRPUsedMyAdvisorto updateKYCAddedIRP to aGICrenewalUsedMyAdvisorto updatenetworthReferralto anIRPDiscussedValueprogramRenewMortgageupdatedpersonaldevelopmentplanReviewedInvestmentactionedall leadson 360Set upPACActivatedRRSPleadBooked anappt forinvestmentreviewUsedMyIP forfullfilmentLearnedsomethingfrom anIRPEverydaybankingreviewReferralto anIRPUsedMyAdvisorto updateKYCAddedIRP to aGICrenewalUsedMyAdvisorto updatenetworthReferralto anIRPDiscussedValueprogramRenewMortgageupdatedpersonaldevelopmentplanReviewedInvestmentactionedall leadson 360Set upPACActivatedRRSPleadBooked anappt forinvestmentreviewUsedMyIP forfullfilment

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