Do you need help understanding the CBSA Assessment and Revenue Management (CARM) client portal, the requirement to purchase your own release prior to payment (RPP) of security bond, and payment of your monthly statement of account? Then this is for you! CARM is a multi-year initiative that will transform the collection of duties and taxes for goods imported into Canada. This project will be released in phases, starting with Release 1 May 25, 2021. In the session you will learn all about CBSA’s new CARM Portal and a timeline on its phased release, as well as how it will affect every import into Canada moving forward. Our expert trade advisors will provide an overview of importer security bonds, share a preparedness checklist, and so much more. Sign up now for this informative session that will help keep your import goals on track.

  • Live webinar

  • Wednesday, November 17, 2021 @ 10:00 AM - 11:00 AM PT

  • Online from any computer or mobile device

  • Free

  • Q&A included

Who Should Attend?

The material in this course is relevant to companies currently importing or interested in exporting any commodities to Canada.


Topics Include

By taking this course you will walk away with a better understanding of the CBSA Assessment and Revenue Management (CARM) client portal, the planned phases of release, and how all this affects importing into Canada.

  • Overview of Release 1 and 2 of CARM Client Portal (CCP)

  • Create an account in the client portal

  • Link your business account

  • Assign user roles

  • Business management relationship vs program management Relationship


Setting out to learn how to import your goods across international borders brings with it enough questions as it is and at times may seem like the answers you do find only raise more questions. We've put together some preliminary questions that this course will directly answer and encourage you to bring your questions to our experts who will gladly field them for you.

  • What is CARM and how is it changing the import process?

  • Do I have to delegate an account manager?

  • How do I go about assigning user roles?

  • What is an importer security bond and why do I need one?

  • What are the reporting requirements at the border?

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“I am always doing that which I cannot do, in order that I may learn how to do it.”

- Pablo Picasso


  • Gloria Terhaar

    Canadian Regulatory Analyst

    Gloria Terhaar

    Certified Customs Specialist, Certified Trade Compliance Specialist and CBSA Professional Designate with over 19 years' experience in Canadian customs brokerage. Gloria is a Canadian Regulatory Analyst with PCB Customs Brokers (Canada).
  • Stefanie Tokarchuk

    Education Coordinator

    Stefanie Tokarchuk

    Green to the international trade industry, Stefanie is the newest member of the Marketing team at PCB Customs Brokers. A Kwantlen Polytechnic University Alumni with a bachelors in Graphic Design for Marketing, Stefanie is a born creative, up for any challenge, and learning about trade right along side you.