UsedMyAdvisorto updatenetworthReviewedInvestmentSet upPACUsedMyIP forfullfilmentReferralto anIRPActivatedRRSPleadUsedMyAdvisorto updateKYCAddedIRP to aGICrenewalactionedall leadson 360RenewMortgageReferralto anIRPLearnedsomethingfrom anIRPEverydaybankingreviewDiscussedValueprogramupdatedpersonaldevelopmentplanBooked anappt forinvestmentreviewUsedMyAdvisorto updatenetworthReviewedInvestmentSet upPACUsedMyIP forfullfilmentReferralto anIRPActivatedRRSPleadUsedMyAdvisorto updateKYCAddedIRP to aGICrenewalactionedall leadson 360RenewMortgageReferralto anIRPLearnedsomethingfrom anIRPEverydaybankingreviewDiscussedValueprogramupdatedpersonaldevelopmentplanBooked anappt forinvestmentreview

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