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