Set upPACReferralto anIRPActivatedRRSPleadactionedall leadson 360RenewMortgageEverydaybankingreviewUsedMyIP forfullfilmentDiscussedValueprogramReviewedInvestmentUsedMyAdvisorto updateKYCUsedMyAdvisorto updatenetworthReferralto anIRPBooked anappt forinvestmentreviewAddedIRP to aGICrenewalLearnedsomethingfrom anIRPupdatedpersonaldevelopmentplanSet upPACReferralto anIRPActivatedRRSPleadactionedall leadson 360RenewMortgageEverydaybankingreviewUsedMyIP forfullfilmentDiscussedValueprogramReviewedInvestmentUsedMyAdvisorto updateKYCUsedMyAdvisorto updatenetworthReferralto anIRPBooked anappt forinvestmentreviewAddedIRP to aGICrenewalLearnedsomethingfrom anIRPupdatedpersonaldevelopmentplan

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