AddedIRP to aGICrenewalDiscussedValueprogramRenewMortgageReviewedInvestmentBooked anappt forinvestmentreviewUsedMyAdvisorto updateKYCUsedMyIP forfullfilmentupdatedpersonaldevelopmentplanSet upPACUsedMyAdvisorto updatenetworthEverydaybankingreviewLearnedsomethingfrom anIRPactionedall leadson 360Referralto anIRPReferralto anIRPActivatedRRSPleadAddedIRP to aGICrenewalDiscussedValueprogramRenewMortgageReviewedInvestmentBooked anappt forinvestmentreviewUsedMyAdvisorto updateKYCUsedMyIP forfullfilmentupdatedpersonaldevelopmentplanSet upPACUsedMyAdvisorto updatenetworthEverydaybankingreviewLearnedsomethingfrom anIRPactionedall leadson 360Referralto anIRPReferralto anIRPActivatedRRSPlead

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