DiscussedValueprogramBooked anappt forinvestmentreviewEverydaybankingreviewUsedMyAdvisorto updateKYCSet upPACLearnedsomethingfrom anIRPAddedIRP to aGICrenewalRenewMortgageReferralto anIRPActivatedRRSPleadReferralto anIRPUsedMyIP forfullfilmentUsedMyAdvisorto updatenetworthupdatedpersonaldevelopmentplanactionedall leadson 360ReviewedInvestmentDiscussedValueprogramBooked anappt forinvestmentreviewEverydaybankingreviewUsedMyAdvisorto updateKYCSet upPACLearnedsomethingfrom anIRPAddedIRP to aGICrenewalRenewMortgageReferralto anIRPActivatedRRSPleadReferralto anIRPUsedMyIP forfullfilmentUsedMyAdvisorto updatenetworthupdatedpersonaldevelopmentplanactionedall leadson 360ReviewedInvestment

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