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