RenewMortgageUsedMyIP forfullfilmentupdatedpersonaldevelopmentplanBooked anappt forinvestmentreviewEverydaybankingreviewActivatedRRSPleadReferralto anIRPactionedall leadson 360Set upPACDiscussedValueprogramReviewedInvestmentReferralto anIRPUsedMyAdvisorto updateKYCLearnedsomethingfrom anIRPAddedIRP to aGICrenewalUsedMyAdvisorto updatenetworthRenewMortgageUsedMyIP forfullfilmentupdatedpersonaldevelopmentplanBooked anappt forinvestmentreviewEverydaybankingreviewActivatedRRSPleadReferralto anIRPactionedall leadson 360Set upPACDiscussedValueprogramReviewedInvestmentReferralto anIRPUsedMyAdvisorto updateKYCLearnedsomethingfrom anIRPAddedIRP to aGICrenewalUsedMyAdvisorto updatenetworth

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